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Our Company

Our Company

North West Franchise offers financial planning services to help individuals and families achieve their life goals through the proper management of their finances.

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

North West Franchise is an affiliate of Liberty. We only give advice from a Liberty point of view and only use Liberty products to provide clients with solutions.

In addition to the array of Liberty products, we have our own in-house short-term insurance division known as North West Short Term. We also have a wills and trusts division known as North West Wills & Trusts.

Our Story

In 2007 the Liberty Group decided to expand its footprint in South Africa by opening agencies in smaller towns and cities across South Africa. Rustenburg was identified as the fastest growing city in Africa and so its first agency, Liberty Rustenburg, opened their doors on the 1st of January 2008.

From the very start our goal was to lift the benchmark of financial planning in Rustenburg into something that our clients would value and appreciate.

Seeing that the average financial adviser in Rustenburg was 55 years old, we started by recruiting and developing a younger generation of financial advisers to offer financial planning to families in Rustenburg.

Through continuous professional development of our financial advisers we make sure that only the best advice is given to our clients. All of our financial advisers are expected to obtain their degree in Financial Planning and pass the exams of becoming a Certified Financial Planner ®, a designation which is internationally recognised as the highest standard for financial planning professionals.

There are approximately 4000 Certified Financial Planners in South Africa and 5 of them work at North West Franchise.

We are proud to say that we received the award for Branch of the Year in 2012 by Liberty.

By 2015 the Liberty Rustenburg Agency had been part of the Rustenburg community for 8 years and our client base even started growing in surrounding towns such as Zeerust, Mafikeng, and Lichtenburg.

The Liberty Group created a Liberty Franchise channel, which would be more suitable for the North West and thus the beginning of the North West Franchise.

Our Vision

To become the leader in Financial Planning in the North West.

Our Mission

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

Our Values

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

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

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

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

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)