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There's a story behind how we spend money
Money habits are taught, caught or created. What will your money tell us?
ASSESS YOUR MONEY HABITS
There's a story behind how we spend money
Money habits are taught, caught or created. What will your money tell us?
ASSESS YOUR MONEY HABITS
What if everything you learned about money is all wrong?
As with many things in life, money habits can also be learned and much of what we think we know about it, more so concepts such as personal finances, are influenced by factors such as our upbringing, where we live, the company we keep as well as the information we expose ourselves to as it relates to money. It’s a bit of a wake-up call when you realize that everything you think you know about money may be wrong.
At attooh!, we are committed to helping all our clients learn and develop healthy financial habits that will enable them to achieve Financial Independence. Every Client is unique, and so is our process. Our Financial Planning process enables us to thoroughly assess your financial goals, where you are right now and then tailor a plan that will help you achieve the said goals.
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Mastering the financial basics
We are committed to helping you take control of your money. Please take a 5 minute evaluation to see how well you’re managing your money, if your current strategy works and what needs to change.These questions are key to your your future retirement and will help you get an action plan that will help you put every penny to work.
START HERE
Building your savings like a Pro
We at attooh! have a step by step approach that will help you achieve your financial goals. That is why we have a dedicated team of experts who will help you explore investment strategies for your goals and monitor your progress. Do a financial check up to determine your financial health score and we will help you get there!
HELP ME GET MY MONEY ON TRACK
Get the best plan for retirement
Whether you’re preparing for retirement or in retirement, our Planning and Guidance team of experts will analyse your financial readiness situation and identifies what steps you may need to work on. We will help you find out how prepared you are for retirement, how much retirement income you may have, and how long your money may last.
HELP ME PLAN FOR RETIREMENT
Life events
Change is a constant in life and priorities can shift within a blink of an eye. Whether you’re adjusting to an unexpected change or celebrating a big milestone in your life, we can help. Our resources, guides, and financial experts can help you navigate these important moments—and give you the clarity and know-how you and your family need to move forward with confidence.
HELP ME ASSESS MY READINESS
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What would you like to talk about?
If you are looking for a financial partner who not only has the tools and technology to help you make a plan, but an impeccable record of preparing clients get ready for anything. Our advisors are good at analysing client needs and concerns as well as to provide guidance through them in order to ensure that the client makes the best possible financial choices. Please select any of the options below to get assistance, we have an specialist wating to assist you.
I want someone who can understand my Financial goals
I need help with setting up a retirement plan
I need help with setting up a debt elimination plan
I need an income protection plan
I need help with safeguarding my estate and assets
I want to review my medical aid needs
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SUMMARY
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Our approach to Financial Planning
We believe that Financial Planning is your birthright. We believe that it should help you get closer to your most important goals. We have the people, tools and processes to help you map out a solid and credible Financial Plan. Talk to us about your Financial BIG Picture and we will help you get there, and that is the attooh! promise.
To get you where you want to go, we’ll look at where you are today. An initial interview will be arranged with you. Preliminary information will be requested for us to adequately prepare for this meeting (electronic or in person). We will then assess:
- Your assets
- Your priorities, values and goals
- Your liabilities
- Your income
Life is full of ups and downs. We’ll help make sure you have everything you need for both.
- Long-term care planning
- Disability insurance
- Life insurance
- Emergency fund
We’ll help you balance paying down debt while you make progress on other goals.
- Student loans
- Credit card debt
- Mortgage and other loans
Get realistic saving and investing strategies to help achieve each of your goals.
- Saving for college
- Buying a home
- Growing your family
- Retirement
Get a free, step-by-step guide that will help you bring your financial plan to life.
- Estate considerations
- Insurance and investment advice
- Goal calendar and contribution trackers
- A personalized budget
Our approach to Financial Planning
We believe that Financial Planning is your birthright. We believe that it should help you get closer to your most important goals. We have the people, tools and processes to help you map out a solid and credible Financial Plan. Talk to us about your Financial BIG Picture and we will help you get there, and that is the attooh! promise.
To get you where you want to go, we’ll look at where you are today. An initial interview will be arranged with you. Preliminary information will be requested for me to adequately prepare for this meeting (electronic or in person). We will then assess:
- Your assets
- Your priorities, values and goals
- Your liabilities
- Your income
Life is full of ups and downs. We’ll help make sure you have everything you need for both.
- Long-term care planning
- Disability insurance
- Life insurance
- Emergency fund
We’ll help you balance paying down debt while you make progress on other goals.
- Student loans
- Credit card debt
- Mortgage and other loans
Get realistic saving and investing strategies to help achieve each of your goals.
- Saving for college
- Buying a home
- Growing your family
- Retirement
Get a free, step-by-step guide that will help you bring your financial plan to life.
- Estate considerations
- Insurance and investment advice
- Goal calendar and contribution trackers
- A personalized budget
Our Core Purpose
We make ordinary people Millionaires and make Millionaires Financially Independent
Are we the right fit for you?
Not only are we passionate about financial planning, we have the track record to to show it. Check us out and give us a try. We have nothing to hide but a lot of results to show.
We have served over 50 000 clients over the years
We have an advisor down the road from you
We are the fasted growing Financial brokerage in South Africa
We are totally crazy about helping our clients
291 Sprite Avenue, Menlyn Woods, Faerie Glen | email: info@attooh.co.za | Tel: 086 128 8664
Let's do business
We also hate Spam. Your details will only be used for the purpose of helping you achieve your financial goals.
Let's do business
We also hate Spam. Your details will only be used for the purpose of helping you achieve your financial goals.