How many of you have investments held by different providers?
I bet a few of you, and these have been gathered over the years as you moved from one adviser to another, and one job to another.
Imagine if you could log on to one website to view all your investments!
See how they're growing, how they complement one another as part of your financial goals.
How they track towards these goals, and whether you are on target to reach these goals.
You might have life cover with Old Mutual, a preservation investment with Alexander Forbes, a unit trust with Stanlib, and a retirement annuity with Liberty.
How about your property values, outstanding bond values and savings account bank balances.
Liberty is the first company to offer Liberty Fullview.
Here you can log on to a single platform, link all your investment accounts, and get a single viewpoint of your financial future.
I've sent out email invites to some of you already. If you haven't received it yet, and you're interested, pop me an email or phone call, and I'll get you on board. If you've received the invite, spend 10 minutes of your time and get connected.
It's truly liberating!
I'm a Life-First financial adviser looking to develop long term relationships with my clients.