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Welcome to North West Franchise

Financial Planning Services For You And Your Family

You have financial goals.

Our Financial Advisers can help you reach them.


We work with individuals, families and businesses to deliver services and solutions that help build, preserve and protect their legacy. We’ll help you stay on course and focused on your financial goals.

With us you will feel more satisfied, more confident in achieving your financial and life goals, more knowledgeable about financial matters, and more successful at sticking to your financial strategies.

About North West Franchise

North West Franchise is an affiliate of Liberty. Since 2008 our team of more than 26 financial advisers has helped more than 3000 clients achieve their financial goals. Our philosophy is the same as it was when we started – The Best Advice!

We only give advice from a Liberty point of view and only use Liberty products to provide clients with solutions.

Our Values

We offer the best financial advice, personal service and commitment to our clients and their families in the North West.

North West Franchise

We base our financial advice on a long-term perspective, which we believe aligns our goals 100% with the interests of our clients.

North West Franchise

Family is our priority. We structure plans that will cover and protect families, widows, orphans and retirees in times of need.

North West Franchise

North West Franchise is here to serve. Receiving a compliment from our clients is a privilege and not a right.

North West Franchise

"Burning the North West Blue"

Medical Aid

Liberty, as an accredited brokerage currently provides access to two leading South African medical schemes, namely Bonitas and Bestmed.

Short Term Insurance

We will help protect you by handling your risk against theft, accidental damage and personal liability.

Wills & Trusts

North West Franchise can provide clients with the setup of wills and trusts and advice regarding estate planning.

Risk Planning

We can help protect you and your family from the financial impact of unexpected events that may happen in your life such as death, disability, dread disease and critical illness.

Retirement Planning

We can help formulate a plan and identify what you need to do in order to achieve your financial goals and dreams upon retirement.

Investment Planning

Through our affiliation with STANLIB, one of the top investment managers in South Africa, we can offer you a range of investment solutions.

Our

Offerings

Our

Offerings

Short Term Insurance

We will help prottect you by handling your risk against theft, accidental damage and personal liability.

Short Term Insurance

We will help prottect you by handling your risk against theft, accidental damage and personal liability.

Wills & Trusts

North West Franchise can provide clients with the setup of wills and trusts and advice regarding estate planning.

Risk Planning

We can help protect you and your family from the financial impact of unexpected events that may happen in your life such as death, disability, dread disease and critical illness.

Retirement Planning

We can help formulate a plan and identify what you need to do in order to achieve your financial goals and dreams upon retirement.

Investment Planning

Through our affiliation with STANLIB, one of the top investment managers in South Africa, we can offer you a range of investment solutions.

Establishing and defining the client and personal financial planner relationship.

Gathering client data and determining goals and expectations.

Analysing and evaluating the client’s financial status.

Developing and presenting the financial plan.

Implementing the financial planning recommendations.

Monitoring the financial plan and the financial planning relationship.

Our Process

Financial planning is the process of meeting your life goals through the proper management of your finances. Our Financial Planning Process consists of six steps to consider all aspects of each client’s financial situation when formulating financial planning strategies and making recommendations.

Our Partners

Our Clients

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Testimonials

“Meeting with JJ and Willem was instrumental in analysing and refining my personal profile. Their attention to detail and ability to explain and advise has been invaluable. Thank you for your prompt, trustworthy and professional service.”

– Janke Eloff

“Just a big thumbs up to Gerda Potgieter from Liberty Rustenburg. I am totally impressed in the manner she handled the account. Our team at Stay Easy Hotel Rustenburg is comfortable in investing their money with the Liberty agent in Rustenburg.”

– Willie Kruger

“Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Griselda had this and more. Her dedication to clients, business excellence and education sets her apart and I would highly recommend her to anyone wanting to achieve better financial outcomes.”

– Julia Bosiu

“Griselda Pieters delivers a very professional service as a financial advisor, she is a very friendly person , really goes the extra mile when it goes to customer service and planning regarding my financial position , being not only your financial advisor but also a true friend. Hands-on person, that keeps you up to date on your portfolio. Will advise all to use Griselda Pieters when it comes to your financial planning.”

– Mr and Mrs LJ Cloete

“Graag wil ek van die geleentheid gebruik maak om vir Daleen Lotter van Liberty baie dankie te sê vir jou uitstekende hulp en bystand met my eis wat ek by Liberty aan gegaan het. Ek kon regtig nie vir beter vra nie , en dankie jy altyd bereid is om te luister en jy nooit n beperking het met tyd nie. Ek en Naomi waardeer jou opreg en dankie Liberty vir die besondere werk”

– Jan

“Daleen is resilient in her approach and goes out of her way to assist customers. Her friendly smile and human touch put existing and prospective customers at ease. I have known her as a friend, colleague and now as my broker. I have referred and will refer customers to her without thinking twice.”

– Hannetjie

“I would recommend Griselda Pieters as a financial adviser to anyone anytime. She is very dedicated when it comes to financial planning, she is very friendly , very professional, and also have good knowledge in the industry and above all are very passionate about her work, she has a real interest in achieving the best for her clients.”

– Genoveve Fouche

“Ons was baie tevrede met die diens wat JJ du Preez en Willem van den Berg ons gebied het. Ons Navrae is onmiddelik hanteer en hulle diens was baie profesioneel en ons hoef vir geen terugvoer te wag nie. Albei is altyd bereid om die ekstra myl te gaan om ons te help. Altyd beskikbaar en baie beleefd!”

– Johan & Wanda Herbst

“Na my man Mei maand oorlede is, was Liberty my redding om sy polisse vir my uit te betaal. Was dit nie vir Gerda van Liberty nie sou ons hom nie kon begrawe het nie. Met Liberty kan geen een ‘n fout maak nie. Baie dankie Liberty en Gerda vir hulle puik diens. Ek waardeer dit. Liberty is die beste.

– Mev Bam

“My experience with Gerda Potgieter has been great since I joined Liberty in 2014! She has given great advice on the policies and packages that are suitable for me! I will forever be grateful for all the advice as I know it will benefit me and my daughter in the future! I like being with Liberty and having Gerda as my financial adviser! She’s fantastic to work with!”

– Vinita Taffa

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Careers

Start a Rewarding Career As a Financial Adviser

At North West Franchise we offer everything you need to become a professional financial adviser. As a financial adviser you can earn an outstanding income while making a difference in people’s lives. Our leaders are committed to helping you grow your business and reach your goals with their leadership, training, coaching and support. Find out what it takes to be a financial adviser today!

Our Address

1st Floor, Shop 28, Lifestyle Square
198 Beyers Naude Drive,
Rustenburg, 0299

PO Box 4179,
Rustenburg, 0300

Our Contact Number

+27 14 594 2388

Our Email Address

quintin.page@liblink.co.za

North West Franchise is an affiliate of Liberty

The information contained in this document does not constitute advice by North West Franchise. Any legal, technical or product information contained in this document is subject to change from time to time. If there are any discrepancies between this document and the contractual terms or, where applicable, any fund rules, the latter will prevail. Past performance cannot be relied on as an indication of future performance. Investment performance will depend on the growth in the underlying assets, which will be influenced by inflation levels in the economy and prevailing market conditions. Any recommendations made must take into consideration your client’s specific needs and unique circumstances.

Liberty is an Authorised Financial Services Provider in terms of the FAIS Act (License No. 2409)