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GET A HEAD START ON YOUR FINANCES

A financial annual review is an important tool to help you stay in great financial shape.

It can identify potential risks and opportunities, so that you are prepared for whatever life might throw at you.



GET A HEAD START ON YOUR FINANCES

A financial annual review is an important tool to help you stay in great financial shape. It can identify potential risks and opportunities, so that you are prepared for whatever life might throw at you.

GET A HEAD START ON YOUR FINANCES

A financial annual review is an important tool to help you stay in great financial shape. It can identify potential risks and opportunities, so that you are prepared for whatever life might throw at you.

YOUR TIME IS VALUABLE,

I ONLY NEED 3 MINUTES!

Let us focus on the past 12 months! To ensure that your Financial Plan is accurate and relevant, please answer each question carefully. Your responses will be used to review your current Financial Plan. To answer this form, please click on the questions that are applicable to your current circumstances.

FINANCIAL ANNUAL REVIEW
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PLANNING FOR THE NEXT 6 MONTHS
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YOUR FINANCIAL PLAN HEALTH CHECK
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AREAS YOU WANT TO REVIEW
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MORE INFORMATION
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IN WHICH MONTH WOULD YOU LIKE TO SCHEDULE A REVIEW?
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PERIOD OF NEXT REVIEW
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INVESTMENT STRATEGY HEALTH CHECK
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INVESTMENT STRATEGY HEALTH CHECK
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JUST A LAST THOUGHT
What about your Last Will & Testament?
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Some food for thought in regards to your Will!
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YOUR CONTACT DETAILS
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YOUR WILL, OR THE LACK OF ONE, CAN CREATE CHAOS!

No one thinks about their Will until it's too late. We want to change that. In my practice, we recognise that taking care of your loved ones often means taking responsibility for those topics you’d rather not think about.

Our goal is to help you live your life in such a way that when you die you leave memories and not unfulfilled dreams for your family.

CLAIM YOUR COMPLIMENTARY WILL, AT NO COST!

Have you had any of these changes in your life, make sure your Will makes provision for these changes!


  • You got married;

  • Your family has grown

  • You have children with special needs;

  • You got divorced;

  • You are co-habiting with your life partner;

  • You have a business or shares in a business;

  • You have assets or foreign assets

If you are unsure about the legal correctness of your Will, please take advantage of our complimentary Will service.

YOUR WILL, OR THE LACK OF ONE, CAN CREATE CHAOS!

No one thinks about their Will until it's too late. We want to change that. In my practice, we recognise that taking care of your loved ones often means taking responsibility for those topics you’d rather not think about. Our goal is to help you live your life in such a way that when you die you leave memories and not unfulfilled dreams for your family.

LET US TAKE CARE OF YOUR FINAL WISHES!

Have you had any of these changes in your life, make sure your Will makes provision for these changes!

  • You got married;

  • Your family has grown;

  • You have children with special needs;

  • You got divorced;

  • You are co-habiting with your life partner;

  • You have a business or shares in a business;

  • You have assets or foreign assets

Advisor Morné 	Oosthuizen

We are here to help you!

Advisor Morné 	Oosthuizen

We are here to help you!

Morné Oosthuizen

Morné Oosthuizen

Financial Advisor

Financial Advisor

" My goal is to help you get into better financial shape and live a meaningful life. "

" My goal is to help you get into better financial shape and live a meaningful life. "

Choosing me as your Financial Advisor means embarking on a journey to financial empowerment and peace of mind. I believe in the power of personalized financial planning to unlock your dreams and secure your future. With unwavering dedication and a passion for helping others, I will guide you through life's financial challenges with clarity and confidence. Together, we'll create a roadmap that not only preserves your wealth but also builds a legacy. Let me inspire and support you in turning your financial aspirations into reality. Your success is my mission.

Choosing me as your Financial Advisor means embarking on a journey to financial empowerment and peace of mind. I believe in the power of personalized financial planning to unlock your dreams and secure your future. With unwavering dedication and a passion for helping others, I will guide you through life's financial challenges with clarity and confidence. Together, we'll create a roadmap that not only preserves your wealth but also builds a legacy. Let me inspire and support you in turning your financial aspirations into reality. Your success is my mission.

morneo@attooh.co.za | | +27721363330

My Services Include

Individual/

Family Insurance

Business Insurance

Personal Banking

Investment Planning

Short-term Insurance

Fiduciary Services

Health Insurance

Vitality

LET'S TALK

Morné Oosthuizen

Financial Advisor: Morné Oosthuizen

Land Line:

Email: morneo@attooh.co.za

Mobile Number: +27721363330

Request Morné to give you a call.

attooh! Consulting Services Holdings (Pty) Ltd, a juristic representative of Discovery Life Ltd, an Authorised Financial Services Provider, FSP 18147

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