Author: Liana Ahrens Teixiera

Liana Ahrens Teixeira, who has a background in Solid State Physics and Quality Engineering, joined Liberty in 2000 and eventually founded LPJ Financial Services. Liana's expertise extends beyond asset management and foreign exchange to data science and business analysis, having used machine learning to replicate Warren Buffet's investment approach. She assists Financial Planners, Entrepreneurs, and SMEs in strategic planning and data interpretation as an IIBA® member and advocate for intuitive analytics. Liana is a firm believer in tailored solutions, authentic partnerships, and leveraging data insights to propel businesses to long-term success.

Advisor Lounge | Financial Planning

Navigating the Future: The Role of a Strategic Financial Partner in Modern Financial Planning
ByFrancois du Toit, CFP® January 7, 2024January 16, 2025

Explore the evolving role of financial planners in ‘Navigating the Future: The Role of a Strategic Financial Partner in Modern Financial Planning.’ Uncover the significance of adapting to dynamic economic landscapes, leveraging technology, and building long-term client relationships to thrive as a strategic financial partner in today’s complex financial environment.

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Advisor Lounge | Financial Planning

Navigating the Path to Financial Success: The Art of Strategy Planning in Financial Planning
ByFrancois du Toit, CFP® October 30, 2023January 16, 2025

Financial planning is a dynamic process that requires careful strategizing to achieve long-term financial success. Strategy planning forms the foundation of effective financial planning, helping individuals and businesses set clear objectives, allocate resources, and make informed decisions.

We will explore the importance of strategy planning in financial planning and outline key considerations for developing a robust financial strategy.

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