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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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The real cost of dying!
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By consenting to receive communications, you agree to the use of your data as described in our privacy policy. You may opt out of receiving communications at any time.
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.

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.

Advisor Theunry 	van Staden

We are here to help you!

Advisor Theunry 	van Staden

We are here to help you!

Theunry van Staden

Theunry van Staden

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

My Services Include

Individual/

Family Insurance

Business Insurance

Investment Planning

Short-term Insurance

Fiduciary Services

Health Insurance

LET'S TALK

Theunry van Staden

Financial Advisor: Theunry van Staden

Land Line: +2712 368 9900

Email: theunry.vanstaden@attooh.co.za

Mobile Number: +2764 738 9483

Request Theunry to give you a call.

attooh! FINANCIAL WELLNESS (Pty) Ltd is an Authorised Financial Services Provider FSP 32189

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