PROVIDING HIGHLY PERSONALISED WEALTH SOLUTIONS
For Families, Individuals & Business Owners
For Families, Individuals & Business Owners
PROVIDING HIGHLY PERSONALISED WEALTH SOLUTIONS
For Families, Individuals & Business Owners
PROVIDING HIGHLY PERSONALISED WEALTH SOLUTIONS
For Families, Individuals & Business Owners
ARE YOU PLANNING OR GUESSING?
LIFE IS HAPPENING NOW!
I know that you have great plans for the future, but life is happening now, and it will keep coming. You need to stay in great financial shape to ensure that you are best protected against major events life might throw at you.
Perhaps you might be feeling overwhelmed by your finances, how much to spend, how much to save, insurance, investments… it can all become quite overwhelming.
With all of its responsibilities, the modern world has left many of us in a place of anxiety when dealing with our finances. My team and I are here to help. Whether you’re a youngster, just starting out, or you’ve lived a full life, my team are ready to assist and help you create a life of financial independence.
PROTECT YOUR FAMILY'S FUTURE
LIFE CAN BE UNPREDICTABLE!
Financial planning is more than just numbers on a piece of paper. It's about your life – and what you want out of it. Do you understand where you are? Do you know what your financial goal is?
Financial planning connects life with finance and evaluates the assets needed to help make a dream come true. We use financial tools to offer guidance for every step of your journey in this unpredictable life.
This includes choosing appropriate products to protect you against foreseen and unforeseen risks using insurance and investment options while creating a personalised plan for you. This unique plan will help bring together your entire financial world.
DO YOU HAVE A FINANCIAL PLAN?
LIFE IS ALL ABOUT PLANNING!
A financial plan is a roadmap that shows you where you are today, where you want to be in the future, and how you can get there. It takes into account your current financial situation, your goals, and your risk tolerance. Creating a financial plan can be beneficial for individuals and businesses alike. When it comes to financial planning, there are a lot of myths and misconceptions out there. Some people think that financial planning is only for millionaires, or that it's only for people who are nearing retirement. But the truth is, financial planning is important for everyone!
A good financial plan can help you reach your financial goals, whether you're looking to save for a downpayment on a house, or you're trying to build up your retirement nest egg. It can also help you protect your assets and your family in the event of an unexpected financial emergency.
PROTECT YOUR FAMILY'S FUTURE
LIFE CAN BE UNPREDICTABLE!
Financial planning is more than just numbers on a piece of paper. It's about your life – and what you want out of it. Do you understand where you are? Do you know what your financial goal is?
Financial planning connects life with finance and evaluates the assets needed to help make a dream come true. We use financial tools to offer guidance for every step of your journey in this unpredictable life.
This includes choosing appropriate products to protect you against foreseen and unforeseen risks using insurance and investment options while creating a personalised plan for you. This unique plan will help bring together your entire financial world.
DO YOU HAVE A FINANCIAL PLAN?
LIFE IS ALL ABOUT PLANNING!
A financial plan is a roadmap that shows you where you are today, where you want to be in the future, and how you can get there. It takes into account your current financial situation, your goals, and your risk tolerance. Creating a financial plan can be beneficial for individuals and businesses alike. When it comes to financial planning, there are a lot of myths and misconceptions out there. Some people think that financial planning is only for millionaires, or that it's only for people who are nearing retirement. But the truth is, financial planning is important for everyone!
A good financial plan can help you reach your financial goals, whether you're looking to save for a downpayment on a house, or you're trying to build up your retirement nest egg. It can also help you protect your assets and your family in the event of an unexpected financial emergency.
Theunry van Staden
Financial Advisor
My goal is to help you get into better financial shape and live a meaningful life.
Achieving financial success is essential, but Theunry believes that having solid relationships is one of the most fulfilling aspects of his career and life. He strives to build a respected brand, offering a high-quality suite of financial services where he can foster lasting, professional relationships with his clients. He is deeply passionate and dedicated to helping people overcome the risks of failure to plan their finances correctly, which leads to stress and broken families due to unforeseen circumstances. Additionally, he assists companies with their succession planning for smooth business continuity in case of the death of the owners.
Theunry van Staden
Financial Advisor
My goal is to help you get into better financial shape and live a meaningful life.
Achieving financial success is essential, but Theunry believes that having solid relationships is one of the most fulfilling aspects of his career and life. He strives to build a respected brand, offering a high-quality suite of financial services where he can foster lasting, professional relationships with his clients. He is deeply passionate and dedicated to helping people overcome the risks of failure to plan their finances correctly, which leads to stress and broken families due to unforeseen circumstances. Additionally, he assists companies with their succession planning for smooth business continuity in case of the death of the owners.
MY SERVICE OFFERING:
We'll work with you every step of the way through our financial planning process so that we're always looking out for what's best for both now and in the future. You deserve the peace of mind knowing that everything is taken care, including protecting your income to providing protection against unforeseen events.
Individual/Family
Insurance
Business
Insurance
Investment
Planning
Short-term
Insurance
Fiduciary
Services
Health
Insurance
ATTOOH! BREEDS FINANCIAL GAME-CHANGERS
OUR MOTTO IS...
This is our motto: "We make Ordinary People Millionaires, and make Millionaires Financially Independent!" At attooh!, we use an innovative, holistic approach to finance to help our clients develop healthy financial habits and achieve financial independence. Our process is tailored to each unique client, allowing us to thoroughly assess their finances and create a personalized plan to achieve their financial and holistic goals. With attooh!, finance is a source of strength, structure, and celebration, and we offer the world to our clients.
Our goal at attooh! is to help people achieve financial freedom, whether they are starting from scratch or already have a lot of money. We have a unique approach that looks at everything in your life, not just your money. This allows us to create a personalised plan that fits your needs and helps you reach your financial goals. We believe that managing your money well is important, and we want to make it easy and enjoyable for you.
WHAT IS YOUR FINANCIAL GPS?
DETERMINE YOUR GOALS!
Imagine having a plan that covers more than just your portfolio. Feel confident knowing that in case of an emergency or retirement, everything is taken care of. We customise insurance and investment strategies to meet your unique needs and help you achieve financial stability. Join the growing number of South Africans who understand the value of smart financial planning. Work with me for one-on-one guidance and a personalised strategy tailored to your goals. Ensure a bright financial future, no matter what life throws your way.
CREATE OR UPDATE YOUR WILL IN 4 STEPS
HAVE PEACE OF MIND, DON'T DELAY!
Ensure peace of mind for those you care about by preparing for the worst. My mission is to simplify the process and provide you with the protection you need. Live life to the fullest and leave behind a lasting legacy for your loved ones. Let's work together to safeguard their future.
A professionally-drafted will is one way to protect your wishes and ensure that they are carried out.
The question you need to ask yourself is, "Have I made provision for the cost of dying"? Make sure you know what this figure is so that you can plan for this in advance, leaving your family with a valid Will and not a large bill!
There are certain circumstances in which it is advisable to have a Will in place, or if any of these events occur in your life, you will need to update your Will to reflect the changes in your life.
When you are or get married
When you have children
When you have assets in your name
If you own a business or shares in a business
When you get divorced
If you live with your life partner
If you have children with special needs
If you have foreign assets
When you want to make sure your assets go to your intended heirs
When you want to name a guardian for your minor children
When you want to set up trusts for yourself, your spouse, or your children
YOUR ANNUAL REVIEW!
UPDATE YOUR PLAN!
One of the best things we as financial advisors can assist you with is an annual review of your financial situation. While this may seem intuitive, not all advisors do it.
While, ideally, there is ongoing communication all year long, a face-to-face meeting devoted to discussing where you as the client are and what might have changed over the past 12 months. This can lead to a much more in-depth conversation than a quick email or phone call.
We conduct annual review meetings with our clients so that we are on the same page in terms of the current status, any changes, as well as future goals you have.
LET'S CONNECT
I HAVE YOUR BEST INTEREST AT HEART
We know what it takes to help you achieve the life of your dreams. My team and I believe that a healthy and wealthy lifestyle should be attainable for everyone. Our service offers individualised advice and custom investment plans specifically designed for YOUR needs!
Financial Advisor: Theunry van Staden
Land Line: +27659763154
Email: theunry.vanstaden@attooh.co.za
Mobile Number: +27614195848
Request Theunry to give you a call.
attooh! FINANCIAL WELLNESS (Pty) Ltd is an Authorised Financial Services Provider FSP 32189
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