INVESTMENT PLANNING
Not many people realise that the financial advice they receive about investing their savings has such an enormous impact on the value of their investments over the years. You can invest your savings in different asset classes including shares, bonds, cash, property and alternative investments.
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You don't have to be great to start, but you have to start to be great.
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WELLNESS / VITALITY
We are dedicated to enriching all individuals we touch with total life prosperity. The true reward of life. We are committed to quality and excellence in the service we deliver. We embrace each individual’s unique journey to a healthier and wealthier life through top class expert advice Vitality can help you get healthier by giving you the knowledge, tools, personalised wellness programmes and motivation to improve your health.
FINANCIAL PLANNING
A Financial Needs Analysis will be completed to give you as valued client an overview of your Financial Status. This is a planning tool we use when planning for the following:
- Untimely death - Temporary or permanent disability - Severe illness - Functional or physical impairment - Retirement planning
SHORT TERM INSURANCE
Our goal is to give our clients peace of mind. We combine our passion for our clients with the most comprehensive product offerings & reputable services. We Specialise in Household, House Owners & Vehicle Insurance, Specialised Business Insurance, Engineering, Contractors all Risk & Plant all Risk Insurance, Specialised Fleet Management , Transport & Goods In Transit Insurance, Professional Indemnity for Doctors, Gynaecologist, Architect, Lawyers.
ESTATE PLANNING
A trust is a fiduciary arrangement that allows a third party, or trustee, to hold assets on behalf of a beneficiary or beneficiaries. Trusts can be arranged in many ways and can specify exactly how and when the assets pass to the beneficiaries. With our attooh! Legal team we offer trust and estate services, to meet your unique goals for today and tomorrow. With your priorities as our guide, we create sophisticated wealth transfer strategies that allow you to maintain your current lifestyle while providing for your loved ones and giving to the community.
EMPLOYEE BENEFITS
Corporate financial services for company benefits gives you the professional financial advice you need to give your employees the best benefits, while still receiving all the necessary tax benefits. We can provide you with a complete corporate financial solution for your company. We have years of experience helping a wide range of companies, from large corporate firms to smaller business, in selecting and implementing custom corporate financial benefits.
EMPLOYEE BENEFITS
Corporate financial services for company benefits gives you the professional financial advice you need to give your employees the best benefits, while still receiving all the necessary tax benefits. We can provide you with a complete corporate financial solution for your company. We have years of experience helping a wide range of companies, from large corporate firms to smaller business, in selecting and implementing custom corporate financial benefits.
BUSINESS ASSURANCE
Business Assurance drives growth, revenue and sustainability by ensuring an appropriate balance of risk management with customer acquisition, retention and experience. A whole range of solutions such as buy and sell structures, key man insurance etc. to suit your business type and needs.
Initial Contact
An initial interview will be arranged with you. Preliminary information will be requested to adequately prepare for this meeting. Introductory information will either be provided electronically prior to our meeting or at the initial meeting.
HEALTHCARE
Healthcare is an extremely specialised industry. Hospital and healthcare costs are escalating rapidly and the options are daunting and often difficult to compare and evaluate. So, whether you have a company that requires a medical aid scheme for employees, or you are an individual who needs health cover we help you make sense of the options so that you can make an appropriate and cost effective choice.
Fact Finding
During the interview we will get to know each other, your questions will be answered and all relevant information will be collected to prepare your Personalised Financial Plan. This Plan will include your personal and professional needs, goals and objectives.
Data Analysis
Based on the data collected, your Personal Financial Needs Analysis (FNA) will be prepared identifying all the relevant issues pertaining to your financial needs, while giving you an overview of your current situation and future needs. We will assess and analyse each area to formulate strategies to ensure that you have a plan of action to address your current needs and future requirements – cost effectively and tax efficiently.
Recommendation
You will then be presented with your current financial position and a tailor-made step-by-step Financial Solution; this will include a detailed analysis of your needs and goals. You will be provided with product recommendations to achieve your stated needs and goals and compliance related matters would be covered. Future reviews and ongoing monitoring will be suggested and planned.
Implementation
Once your Financial Solution has been presented to you and explained in detail to ensure that you are comfortable with the recommendations and plan-of-action set out for you, we will then get your consent to proceed with the implementation process. You will be assisted each step of the way while keeping you updated on the progress. You will be assisted with all the necessary paperwork and documentation to ensure the process is made easy and seamless. Copies of all documentation will be sent to you to ensure that you have record of everything discussed and processed. Please ensure that you review all the information provided is correct and notify us immediately of any errors or omissions.
Review
Ongoing reviews will be arranged to ensure that your Financial Plan is regularly updated ensuring that it grows and evolves with your changing lifestyle. An annual review is suggested, however should there be any changes in any area of your life, please ensure that you immediately notify us, so that we can ensure that your plan will adequately cover these changes and protect your lifestyle and loved ones. All ongoing support, service and management will be provided through our office.
Start Your Journey Now!
You don't have to be great to start, but you have to start to be great.
Your Information will never be shared with any third party.
DISCLAIMER
attooh! Consulting Services Holdings (Pty) Ltd is a Juristic Representative of Discovery Life Limited, an Authorised Financial Services Provider FSP 18147. The information contained in this communication, including attachments, is not to be construed as advice in terms of the Financial Advisory and Intermediary Services Act of 2002 unless specifically referred to as advice.© 2015