Insurance and Wealth Creation Professionals Group (IWCP) is a Liberty Affiliate that is leading the way for the new Generation of Financial Planners.
IWCP was established in 2019 with the merger of two well-established Liberty Affiliates, Combined Life and Cradle House, who have been successfully operating for more than 20 years. During the early part of 2020, three additional well-established Liberty Affiliates, IWCP Northwest, IWCP Resolute and IWCP Mpumalanga joined the Group.
The wealth of experience and new leadership in IWCP creates a unique blend of old school values with innovative thinking. Our core purpose is to help change South Africa one policy at a time backed by sound professional Financial Advice.
At IWCP our focus on making your dreams a reality by making the complex decisions around financial planning simple. The IWCP Client Financial Wellness Dashboard is at the centre of this process.
The basis and starting point of any good financial plan is wealth protection. Wealth protection is about insuring what you and your family value most. Our risk solutions cover a wide range of circumstances, protecting your ability to earn an income and providing for you when you are in financial need.
Wealth Creation is about identifying every customers unique saving objectives for the short, medium and long-term. Then unpacking how the 3 investment variables of Time, Risk Tolerance and Money Invested will impact investment decisions and changes needed to achieve your objectives.
We make sure your legacy is protected by offering professional advice when drafting your last Will and Testament.
We ensure our customers’ hard earned wealth and investments are protected against inflation and tax into the future.
The IWCP Employee Benefit Specialists designs customised value added services & communication propositions for every company’s unique needs to build better workplaces.
We know that you care about your employees and their families. Our risk solutions cover a wide range of circumstances to provide for your employees when they might find themselves in financial need.
The Liberty Corporate Selection Umbrella Fund offers a range of Trustee-approved investment choices to meet the savings needs of employers and their employees. This extended range of investment portfolios allows clients, with the help of a Liberty Corporate Accredited Financial Adviser, to tailor their investment strategy to align to specific financial planning goals.
These value-added services are free and available 24 hours per day, 365 days per year, in the member’s language of choice.
Through engagement with our clients, in addition to the standard Value Added Services from Liberty, we at IWCP have negotiated with a wide range of Value Added Partners to provide additional support to both our clients and their employees.
IWCP is a Tribe of Professionals that came together to ensure they can position themselves more competitively into the future to ensure business sustainability by embracing the shared economy, being ahead of the industry and legislative changes.
I would like to share 2 “true stories” with you, over a 2-part series, to illustrate the value of having your affairs in order. This first story is very dear
A number of weeks ago, I had the sad occasion of attending the funeral of a good friend and client of mine. James had become a friend over a few
The Journey to financial freedom is often riddled with realities of life that could easily influence your journey to continue or decide to put a pause on your plans. Unfortunately,
Our Insurance & Wealth Creation Professionals focus on making your dreams a reality by making the complex decisions around Financial Planning simple.
