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.
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.
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.
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.
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.
YOUR LEGACY MATTERS!
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 and you had more children;
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.
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. "
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.
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.vanstaden@attooh.co.za | +2712 368 9900 | +2764 738 9483
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Financial Advisor: Theunry van Staden
Land Line: +2712 368 9900
Email: theunry.vanstaden@attooh.co.za
Mobile Number: +2764 738 9483
attooh! FINANCIAL WELLNESS (Pty) Ltd is an Authorised Financial Services Provider FSP 32189
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