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Online Share Trading

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Liberty Wealth Advisor

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jasonbeedle
Occasional Contributor
I am a financial advisor for Liberty Life with a franchise called Branfin Group. I specialise in long term investments, life assurance and retirement annuities. If you would like any advice on this subject please contact me on my email address: [email protected] Life Happens Just Ensure when it does, you are adequetly covered.
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48 REPLIES 48
Franksays
Frequent Contributor
Bit of an odd place to be advertising dont you think?
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WES
Super Contributor
Yeah, I mean the majority of the people on this forum are doing their own investments because they can do better than you or Liberty can do. That why we are here........is to NOT invest with institutions such as Liberty
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Not applicable
Noooooo. This is not cool. Delete immediately please. This is SPAM!
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kwagga
Super Contributor
Simon, you should charge dudes using platforms like this to advertise extra. Advertising Liberty services on an OST platform is like putting an ad for skydiving on a funeral parlour website. This is odd to say the least.
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Not applicable
And the problem I had with Liberty is they never even bought me drink first before they scr**ed me!
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koos2
Super Contributor
Standard group owns 53.65% of LBH, maybe he is already getting a discount.
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Shard
Super Contributor
Like I always say, there's one hiding everywhere...
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wattleido
Occasional Contributor
I assume by being able to post on OST you must have your own share account. How many of your clients have share accounts and how often to you recommend clients to have share portfolios....?
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Wizard
Super Contributor
I heard a commentary on TV..' 40% of Chile's GDP comes from mining, as such the president of that country COULD NOT AFFORD NOT TO BE THERE !!! `
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koos2
Super Contributor
Sturgeon's Law : 1."Nothing is always absolutely so" 2."Ninety percent of everything is crud"
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Maddog
Regular Contributor
Let me think about this for a while....................No thanks
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geordie1
Super Contributor
always worth listening to someone with different ideas.some products that insurers offer can complimemt a share portfolio-no one can force you to buy
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warhippo
Super Contributor
You state that you specialize in three types of investments - what qualifications are required to be able to do this as guidelines by your company?
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3JN2
Frequent Contributor
I am an unofficially retired Financial Advisor. I have not sold investments of any nature for about 3 years because of the poor returns and unacceptable risk to the client. I retain my licence only to look after my remaining clients. What shocked me over the years was how much the Life companies were able to hide from Brokers like myself. Almost impossible for me to truely compare products of different companies. What hurt me was the low esteem in which the entire Life Assurance industry is held - even though I tried my best to give honest advice. The way advisors are often treated by the public and even clients is disgraceful - but I always just smiled as I believe that the customer is always right. It hurts to see guys like this Liberty Advisor bringing the industry into dis-repute. Shame on you.
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DEP
Super Contributor
Hey Jason, I do everything directly with the company. I.e. RA, etc. Because brokers have done less research than I have... until they can offer value I wont use them.
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wattleido
Occasional Contributor
I have also worked in the industry (not anymore), from companies like Liberty and momentum to private wealth companies so although I probably haven't seen it all I've seen most of it and I firmly believe there is so much more value in people taking charge of their own investments etc. When it comes to insurance and all that jazz its a different story but with investments there are layers and layers of fees associated with the use of 'financial advisors' and the companies they work for or invest through (unit trusts etc). Policy's like endowments and RA's do have their pros but you pay (a lot) for those pros. It pays in the long run to educate yourself on investments/markets etc and do it yourself. To 3JN2 if you would like some info on selling your client book while still receiving the relevant fees and still being able to deal personally with your clients while not having to retain your FSB license feel free to email me [email protected] There's nothing in it for me as I am no longer in the industry but I've seen this model work and is great for guys looking to drop their license.
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warhippo
Super Contributor
3JN2, Well said - nothing more to add!
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3JN2
Frequent Contributor
Thanks. Will email you. Need to retain personal contact with my clients which is why have not been able to hand over portfolio up to now.
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Alonzo7
Frequent Contributor
Come on guys - don't be too hard on Jason ;-)...
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