Business Partners and Associated Companies Education Business ...
About Me
Contact Details
My approach is to always act honestly and with integrity towards each client’s financial interest, composing a well-tailored Financial Plan, which is structured to protect and create my clients’ health and wealth.
Website monicabooysen.co.za
I feel that my unique aspects that makes me different is how I perceive life and the traits I’ve learnt which is to attract the right types of people in my life. If you want to be a leader who attracts quality people, the key is to become a person of quality yourself. I believe an independent financial advisor is a professional practitioner who functions in a conflict-free environment. When designing the client’s portfolio, a financial planner should consider all of the thousands of investment alternatives and strategies available today. There are no artificial limitations on which investments they can use. When building a client’s portfolio, I weigh the merits of once investment against another, recommending investments only because they will contribute to the success of the client’s investment strategy. When assessing a client’s portfolio’s performance, I use objective criteria to gauge the performance of each investment. An expert financial advisor can help track the progress of the client’s portfolio toward the financial goals they’ve set, and advise them when it is. Leadership is the ability to attract someone to the gifts, skills and opportunities you offer. I have a strong feeling of compassion, courage, serenity, empathy, honesty and love, being able to laugh (even at yourself ), kindness, gentleness, being able to enjoy the world’s beauty. Relating to others in a healthy manner, having faith, peace and joy. Being open-minded, intellect and a thirst for knowledge is an ongoing process. I strive on building and sustaining long-lasting and healthy relationships with my clients. Retirement planning is closest to my heart because of the simple fact that most individuals will merely not be able to retire well. My most joy arises from the opportunity to enrich my clients’ life by giving the correct advice through out their entire financial journey to enable them to retire financially free. My goal as a financial planner is simple, to enable individuals to sustain their current lifestyle when life happens. This is done through intensive calculations and implemented in a goal driven manner. I aim to inspire and encourage in an effort to make a difference. By means of personal experience I have formed a concerned and caring attitude, which motivates the implementation of my clients’ financial, plans. I will always offer my clients a friendly ear to listen and to help them achieve their financial goals.
Mobile // Office Number +27(0)72 766 9847 // 012 942 0599 Email Address [email protected] Address 3D The Greys, Bumble Bee Crescent, Midfield, Midstream Estate
Education University Degree | Completing honours in Marketing University Degree | Financial Planning
Business Experience 2010 - 2015 | Liberty Life, Financial Advisor 2015
| attooh!, Wealth Advisor
Download free ebook Financial PlanningHarciend iciur, aut hillabo rempostota que susandae velest videbitiam illum quisquae imagnis aut officius a quod exerae minimus si imus magniendit, toris ea qui ommolor simint laccat pressitate es alistionse minto bla ipsum dere eum utatus, volorio beat es estem qui cum faciunt ped eos con consequas voluptat od qui aut dolorib usanduc imaximint que nonsed quaeped qui optius, odit haribust, soloris magnat apita porit, sam, sitiis acium et velicte core vel ipit dem se prorempos volo consequ ianihitis eum utaturi dolor similiqui occae de di consequas voluptat od qui aut dolorib usanduc imaximint que nonsed quaeped qui optius, odit haribust, soloris magnat apita porit, sam, sitiis acium et velicte core vel ipit dem se prorempos volo consequ ianihitis eum utaturi dolor similiqui occae de di
Business Partners and Associated Companies
activeXpress
espress-O-will
espress-O-trust
Discovery Accredited
www.attooh.co.za
Wellness Programme
Budget Planner
About attooh! attooh! is a Boutique Financial Services group and was awarded the Number 1 Financial Advisor Group in South Africa for Discovery in 2014 and 2015. We currently have a staff compliment of more than 200 highly qualified financial advisors operating on a National Footprint. Our name is a reflection of celebrating, amongst others achieving financial goals. Our brand further reflects a clean cut image with a butterfly as our icon. A butterfly is one of few insects on earth that goes through four stages before it realises its true value. The message is one of living a life of “permanent purpose”, every action we take has an impact in life. The attooh! Group represents all the stages of the butterfly’s metamorphosis, and is a brand in the financial service industry combining old values with 21st century service ethics. We focus on dedicated and tailor-made client education packages, covering the full spectrum of financial services products and each client’s ability to interact with us from cradle to grave. The cornerstone and foundation of all the relationships we build can be summarised in our Core Purpose defined as: “We make ordinary people Millionaires and make Millionaires Financially Independent” This powerful concept’s design is around changing a “Poverty Mindset” to an “Abundant Mentality”. This is the first concept of being a “Millionaire”. Once achieved, we can take anyone on the journey to Financial Independence. Our values are as illustrated: Unashamedly Ethical, Love Serve and Remember, Innovation Optimism and Entrepreneurship, Clients Equal Raving Fans, Treating Customers Fairly and Having Fun!
Our Wealth Solutions INDIVIDUAL FINANCIAL PLANNING
WELLNESS
A Financial Needs Analysis will be completed to give you as valued client an overview of your financial status. This is a planning tool we use when planning for the following:
• • •
UNTIMELY DEATH
• • • • • •
Will your dependent/s be able to maintain their standard of living (will they have sufficient income)? Is there sufficient cash in your estate for all costs to be paid (such as executor’s fees, debts and taxes). Do you have a valid will that is regularly updated to contain your exact wishes? Do you have a valid power of attorney? Making provision for future expenses such as children’s education and any other goals. Advising on the use of trusts, if required.
•
We will assist and guide you on how to get to Gold Vitality Status. activeXpress has a nationwide footprint of Healthy professional partners. We offer Wellness days to assist you in earning your Vitality points and improving your Vitality status. The more points you earn, the better the travel, shopping and lifestyle rewards you get!
HEALTH CARE •
Individual and employer consultations on medical aid options with dedicated administration back-up. The Number 1 Healthcare Broker in 2011/2012
TEMPORARY OR PERMANENT DISABILITY
•
•
Will you have sufficient income to maintain your standard of living if you are temporarily or permanently disabled as a result of an accident, injury or disease? In the event of permanent disability, providing for a lump sum to settle all your household debt and to have sufficient money for lifestyle changes.
SHORT TERM INSURANCE • •
Personal (vehicle, household etc.) and commercial insurance via independent contracts with the major insurers. Cover with Discovery Insure and Discovery Insure Drive rewards.
SEVERE ILLNESS
•
• •
In the event of being diagnosed with a severe illness such as cancer, heart disease or stroke, to provide for a lump sum to settle all your household debt, expenses not covered by your medical aid and to have sufficient money for lifestyle changes. Functional or physical impairment. To compensate you financially for the loss of a body part or the loss of use of a body part.
RETIREMENT PLANNING
•
To determine whether you will have sufficient income after retirement.
VITALITY DRIVE Do you have Discovery Insure? This product encourages safe driving through Vitalitydrive, the driving programme that gives you great rewards for improving your driving. The programme uses DQ-Track, to develop a scientific measure of driver behaviour, the Driver Quotient (or DQ). If you drive well, you will earn DQ Points and the more DQ Points you earn the greater your rewards will be.
EMPLOYEE BENEFITS INVESTMENT PLANNING • •
Lump sum or recurring investment tax efficient advice via a range of solutions for individuals or corporate entities. Goals typically addressed include providing for children’s education, and other goals. Investing for growth or income pre- or postretirement.
• •
Pension and provident funds. Group risk schemes.
BUSINESS ASSURANCE •
A whole range of solutions such as buy and sell structures, key man insurance etc. to suit your business type and needs.
attooh! CONSULTING SERVICES HOLDINGS (Pty) Ltd is a juristic representative of Discovery Life (Pty) Ltd, an Authorised Financial Services Provider, FSP 18147.
Contact Details
My approach is to always act honestly and with integrity towards each client’s financial interest, composing a well-tailored Financial Plan, which is structured to protect and create my clients’ health and wealth.
Website monicabooysen.co.za
I feel that my unique aspects that makes me different is how I perceive life and the traits I’ve learnt which is to attract the right types of people in my life. If you want to be a leader who attracts quality people, the key is to become a person of quality yourself. I believe an independent financial advisor is a professional practitioner who functions in a conflict-free environment. When designing the client’s portfolio, a financial planner should consider all of the thousands of investment alternatives and strategies available today. There are no artificial limitations on which investments they can use. When building a client’s portfolio, I weigh the merits of once investment against another, recommending investments only because they will contribute to the success of the client’s investment strategy. When assessing a client’s portfolio’s performance, I use objective criteria to gauge the performance of each investment. An expert financial advisor can help track the progress of the client’s portfolio toward the financial goals they’ve set, and advise them when it is. Leadership is the ability to attract someone to the gifts, skills and opportunities you offer. I have a strong feeling of compassion, courage, serenity, empathy, honesty and love, being able to laugh (even at yourself ), kindness, gentleness, being able to enjoy the world’s beauty. Relating to others in a healthy manner, having faith, peace and joy. Being open-minded, intellect and a thirst for knowledge is an ongoing process. I strive on building and sustaining long-lasting and healthy relationships with my clients. Retirement planning is closest to my heart because of the simple fact that most individuals will merely not be able to retire well. My most joy arises from the opportunity to enrich my clients’ life by giving the correct advice through out their entire financial journey to enable them to retire financially free. My goal as a financial planner is simple, to enable individuals to sustain their current lifestyle when life happens. This is done through intensive calculations and implemented in a goal driven manner. I aim to inspire and encourage in an effort to make a difference. By means of personal experience I have formed a concerned and caring attitude, which motivates the implementation of my clients’ financial, plans. I will always offer my clients a friendly ear to listen and to help them achieve their financial goals.
Mobile // Office Number +27(0)72 766 9847 // 012 942 0599 Email Address [email protected] Address 3D The Greys, Bumble Bee Crescent, Midfield, Midstream Estate
Education University Degree | Completing honours in Marketing University Degree | Financial Planning
Business Experience 2010 - 2015 | Liberty Life, Financial Advisor 2015
| attooh!, Wealth Advisor
Download free ebook Financial PlanningHarciend iciur, aut hillabo rempostota que susandae velest videbitiam illum quisquae imagnis aut officius a quod exerae minimus si imus magniendit, toris ea qui ommolor simint laccat pressitate es alistionse minto bla ipsum dere eum utatus, volorio beat es estem qui cum faciunt ped eos con consequas voluptat od qui aut dolorib usanduc imaximint que nonsed quaeped qui optius, odit haribust, soloris magnat apita porit, sam, sitiis acium et velicte core vel ipit dem se prorempos volo consequ ianihitis eum utaturi dolor similiqui occae de di consequas voluptat od qui aut dolorib usanduc imaximint que nonsed quaeped qui optius, odit haribust, soloris magnat apita porit, sam, sitiis acium et velicte core vel ipit dem se prorempos volo consequ ianihitis eum utaturi dolor similiqui occae de di
Business Partners and Associated Companies
activeXpress
espress-O-will
espress-O-trust
Discovery Accredited
www.attooh.co.za
Wellness Programme
Budget Planner
About attooh! attooh! is a Boutique Financial Services group and was awarded the Number 1 Financial Advisor Group in South Africa for Discovery in 2014 and 2015. We currently have a staff compliment of more than 200 highly qualified financial advisors operating on a National Footprint. Our name is a reflection of celebrating, amongst others achieving financial goals. Our brand further reflects a clean cut image with a butterfly as our icon. A butterfly is one of few insects on earth that goes through four stages before it realises its true value. The message is one of living a life of “permanent purpose”, every action we take has an impact in life. The attooh! Group represents all the stages of the butterfly’s metamorphosis, and is a brand in the financial service industry combining old values with 21st century service ethics. We focus on dedicated and tailor-made client education packages, covering the full spectrum of financial services products and each client’s ability to interact with us from cradle to grave. The cornerstone and foundation of all the relationships we build can be summarised in our Core Purpose defined as: “We make ordinary people Millionaires and make Millionaires Financially Independent” This powerful concept’s design is around changing a “Poverty Mindset” to an “Abundant Mentality”. This is the first concept of being a “Millionaire”. Once achieved, we can take anyone on the journey to Financial Independence. Our values are as illustrated: Unashamedly Ethical, Love Serve and Remember, Innovation Optimism and Entrepreneurship, Clients Equal Raving Fans, Treating Customers Fairly and Having Fun!
Our Wealth Solutions INDIVIDUAL FINANCIAL PLANNING
WELLNESS
A Financial Needs Analysis will be completed to give you as valued client an overview of your financial status. This is a planning tool we use when planning for the following:
• • •
UNTIMELY DEATH
• • • • • •
Will your dependent/s be able to maintain their standard of living (will they have sufficient income)? Is there sufficient cash in your estate for all costs to be paid (such as executor’s fees, debts and taxes). Do you have a valid will that is regularly updated to contain your exact wishes? Do you have a valid power of attorney? Making provision for future expenses such as children’s education and any other goals. Advising on the use of trusts, if required.
•
We will assist and guide you on how to get to Gold Vitality Status. activeXpress has a nationwide footprint of Healthy professional partners. We offer Wellness days to assist you in earning your Vitality points and improving your Vitality status. The more points you earn, the better the travel, shopping and lifestyle rewards you get!
HEALTH CARE •
Individual and employer consultations on medical aid options with dedicated administration back-up. The Number 1 Healthcare Broker in 2011/2012
TEMPORARY OR PERMANENT DISABILITY
•
•
Will you have sufficient income to maintain your standard of living if you are temporarily or permanently disabled as a result of an accident, injury or disease? In the event of permanent disability, providing for a lump sum to settle all your household debt and to have sufficient money for lifestyle changes.
SHORT TERM INSURANCE • •
Personal (vehicle, household etc.) and commercial insurance via independent contracts with the major insurers. Cover with Discovery Insure and Discovery Insure Drive rewards.
SEVERE ILLNESS
•
• •
In the event of being diagnosed with a severe illness such as cancer, heart disease or stroke, to provide for a lump sum to settle all your household debt, expenses not covered by your medical aid and to have sufficient money for lifestyle changes. Functional or physical impairment. To compensate you financially for the loss of a body part or the loss of use of a body part.
RETIREMENT PLANNING
•
To determine whether you will have sufficient income after retirement.
VITALITY DRIVE Do you have Discovery Insure? This product encourages safe driving through Vitalitydrive, the driving programme that gives you great rewards for improving your driving. The programme uses DQ-Track, to develop a scientific measure of driver behaviour, the Driver Quotient (or DQ). If you drive well, you will earn DQ Points and the more DQ Points you earn the greater your rewards will be.
EMPLOYEE BENEFITS INVESTMENT PLANNING • •
Lump sum or recurring investment tax efficient advice via a range of solutions for individuals or corporate entities. Goals typically addressed include providing for children’s education, and other goals. Investing for growth or income pre- or postretirement.
• •
Pension and provident funds. Group risk schemes.
BUSINESS ASSURANCE •
A whole range of solutions such as buy and sell structures, key man insurance etc. to suit your business type and needs.
attooh! CONSULTING SERVICES HOLDINGS (Pty) Ltd is a juristic representative of Discovery Life (Pty) Ltd, an Authorised Financial Services Provider, FSP 18147.
