Liberty Advisory Partner

Your Financial Security,
Expertly Guided

Your life goals should drive your financial plan. We deliver personalised solutions across retirement, local and offshore investments, business assurance and estate planning — all built around you.

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What We Offer

Comprehensive Financial Planning Services

Every service is tailored to your unique circumstances — helping you build, protect and transfer wealth with confidence.

Retirement Planning

Structure your retirement savings to ensure a dignified, financially secure future — whether you're 10 or 30 years away.

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Investment Strategies

Grow your wealth through disciplined, research-backed solutions across local and offshore markets aligned to your goals.

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Business Assurance

Protect your business from the financial impact of losing a key person, partner or shareholder.

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Employee Benefits

Attract and retain top talent with well-structured group risk, provident fund and medical aid benefit schemes.

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Estate Planning

Ensure your legacy is preserved and loved ones are provided for through will drafting, trust structuring and estate liquidity.

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Not sure where to start?

Book a no-obligation discovery session and let our advisers guide you to the right solution.

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About Your Advisers

Meet the Team

Two experienced advisers. One shared commitment to your financial wellbeing.

Elias Baloyi
Financial Adviser · Liberty Advisory Partner

With close to a decade of experience, Elias brings practical, results-driven expertise across retirement planning, investment management, business assurance, and estate planning.

His client-centric approach combines disciplined financial principles with modern tools and data-driven analysis. He believes financial planning is a partnership — committed to long-term relationships, ongoing guidance, and clarity.

"Financial planning is a partnership — built on trust, guided by data, and measured by your outcomes."

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Charlotte Tshabalala
Financial Adviser · Liberty Advisory Partner

Charlotte is a seasoned financial adviser with more than 12 years of experience. She began her career in retail banking, developing the disciplined, client-focused approach that defines her work today.

She has expanded her expertise across risk planning, investment solutions, and long-term wealth structuring — working closely with clients through every life stage to keep plans relevant and adaptable.

"Meaningful financial advice is built on trust, consistency, and genuine relationships — not transactions."

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Client Stories

Trusted by South African Families & Businesses

★★★★★
"Elias completely transformed how I think about retirement. I had no plan at 45 — now I have a clear roadmap and real peace of mind."
Thabo Molefe
Retirement Planning · Johannesburg
★★★★★
"The business assurance policy structured for us gave our partnership the protection it needed after we lost a key director. Invaluable."
Nomsa Sithole
Business Assurance · Pretoria
★★★★★
"Charlotte set up our entire employee benefits programme from scratch. Our team retention has improved significantly since."
Kabelo Dlamini
Employee Benefits · Sandton
Take the First Step

Ready to Secure Your Financial Future?

Book a free consultation with our team. Whether planning for retirement, protecting your business or growing your investments — we'll find the right strategy for you.

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