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EXECUTIVE FINANCIAL ADVISOR

Securing your financial future

Offering expert financial and investment advice tailored to your needs

Secure a bright and prosperous tomorrow with a specialised personal financial coach committed to helping you identify and achieve your goals for your future.

Services

Financial Consultation

Financial Planning

We assess your current and future needs and curate the various investment and financial planning options available that best suit

your requirements.

Reading in Nature

Retirement Planning

We help safeguard your future by designing a retirement plan that eliminates any potential income gaps to give you sound peace

of mind.

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Investment Management

We offer fully transparent and collaborative investment planning aimed at providing you with security and growth to meet your personal needs and requirements.

Meeting

Financial
Management

We help you identify your current assets and liabilities and assist with managing your financial affairs to provide you with a holistic overview of your current financial portfolio.

Small Meeting

Personal Risk Planning

We help you plan for personal risks in order to protect yourself and your family against life's uncertainties with adequate financial provision and peace of mind. 

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Medical Aid
Plans

Let our experts critically review your current medical aid benefits and potentially offer more comprehensive medical cover tailored to your needs.

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Wills, Trusts, and Estate Planning

Ensure all of your personal and financial affairs are in order to allow for seamless transition of responsibilities and priorities when the time comes.

Business and Corporate

There are many factors and elements to be aware of when operating a business, so let our specialists help you manage your business insurance needs.

What My Clients Say

Brendon O'Connor

Financial Planning Client

"Peter has been our Financial Advisor for the past 16 years and the expertise and attention to detail with which he has handled our financial affairs has always been nothing short of superb. Particularly reassuring to us is our feeling of certainty in the absolute integrity of his dealings with us. We feel very comfortable to put our finances in his care and for him to guide us in the right direction at all times.

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Peter’s passion, knowledge, and genuine interest in achieving the best for clients stands out, and we happily recommend him to our family and friends."

Chris Giffard

Retirement Client

"As an independent consultant, my tax advisor recommended Peter for my retirement planning. In no time, Peter provided me with a thorough and dynamic retirement plan and income insurance.

 

When I could no longer work due to an injury, it was indeed my insurance that helped secure my retirement, thanks to Peter.

 

Over the past ten years, I have always felt safe in Peter’s financial care, and his support office has always been incredibly efficient and friendly."

Megan O'Connor

Personal Risk Client

"In December 2019, at the age of 36 my partner was diagnosed with Hodgkins lymphoma and 3 months later, in March 2020, at the age of 33, I was diagnosed with breast cancer.

 

Scared about our new reality, the expenses to come, and our 9-year-old son's future, we reached out to Peter who assured us that he has us covered. Peter swiftly assisted us with pay-outs from our Living Lifestyle benefit and dreaded disease cover. 

​

After covering the necessary medical expenses, in October 2020 we were able to purchase our first home, for cash. 

​

Peter has also helped us save for our son's education and future with various investment builders."

Representative of Liberty Group Limited

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Peter Hodson, P.G.Dip. Financial Planning, is a representative of Liberty Group Limited as Executive Financial Advisor.

Liberty Group Limited is a Long-term Insurer and an Authorised Financial Services Provider (FAIS No. 2409).

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"You're never too young or too old to start planning for tomorrow."

Peter Hodson

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EXECUTIVE FINANCIAL ADVISOR

ADDRESS

Unit A, Estuary Suites 
3 Oxbow Crescent 
Century City
Cape Town
7441

CONTACT

Tel:
+21 552 7136
+27 82 555 1333


Email:  peter.hodson@liblink.co.za

© 2021 Peter Hodson

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