Business Partners and Associated Companies
About Me
Contact Details
Antonio Leone’s passion as a Financial Planner is Investment and Income needs, pre and post retirement, and strives to help his clients in honest facts, personal skills and knowledge of the Financial Industry to align his client’s needs and expectations with reality suitable to his client’s time horizon. If you, my client, do not make money on your investment, then I make no money. Therefore it is of utmost importance that income needs will not negatively impact on my client’s capital.
Website www.antonioleone.co.za
However, he is skilled and qualified to deliver a Holistic service in Estate Planning and Wills, ensuring that his client’s needs are addressed in event of Death, Disability, Severe Illness and on the business front, including Income and Overhead expenses benefits. Expert in winding up Estates, although not qualified. Thus, Antonio is qualified to help business partners in Buy & Sell Agreements with the appropriate Death and if needed, Disability cover, Key Person Assurance, Employee Benefits, etc. Furthermore, we specialize in the included list of specialities. My client’s know me as their friend and business partner and they know that I will always help beyond the call of duty. I am a peoples person, easy going and very serious in handling my client’s affairs in honesty and utmost confidentiality. If you laugh, I will laugh with you, if you cry, I have broad shoulders to cry on in empathy! I am married to Heidi and we have 4 children, my hobbies is to give my wife and children the best I can, love hunting, fishing, in general, the outdoors. I have green fingers and I have a great garden that I have cultivated over the years. I live humbly and care for everyone deeply, this includes my client’s.
Mobile // Office Number +27(0)74 103 8639 // 021 910 2094 Email Address [email protected] Address 6 Hillside Street, Ridgeworth, Bellville, 7530
Education Senior Qualified Financial Planner RFP3 NQF5 Fias FPI ISSITA accredited and licensed
Download free ebook Are you a millionaire or on your way to Financial Independence? A team of Financial Advisors wrote the #1 Amazon Best seller, “The Ordinary Millionaire” containing the 7 secrets of the Happy, Healthy and Wealthy. This book will teach and equip you to move from where you are to where you want to be. The Ordinary Millionaire will guide you through 100 year old principles and take you on a personalised journey to make the content your own and to ensure your Financial Independence. The aim is to help you get to that “Ordinary Millionaire” status and more importantly, to enjoy life as one of the few who cracked the secret to Financial Independence and the state “Happy, Healthy and Wealthy.” Please visit my website and download this book for FREE!
Business Partners and Associated Companies
activeXpress
espress-O-will
espress-O-trust
Discovery Accredited
www.attooh.co.za
Wellness Programme
attooh! Short term
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.
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 preor post-retirement.
• •
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
Antonio Leone’s passion as a Financial Planner is Investment and Income needs, pre and post retirement, and strives to help his clients in honest facts, personal skills and knowledge of the Financial Industry to align his client’s needs and expectations with reality suitable to his client’s time horizon. If you, my client, do not make money on your investment, then I make no money. Therefore it is of utmost importance that income needs will not negatively impact on my client’s capital.
Website www.antonioleone.co.za
However, he is skilled and qualified to deliver a Holistic service in Estate Planning and Wills, ensuring that his client’s needs are addressed in event of Death, Disability, Severe Illness and on the business front, including Income and Overhead expenses benefits. Expert in winding up Estates, although not qualified. Thus, Antonio is qualified to help business partners in Buy & Sell Agreements with the appropriate Death and if needed, Disability cover, Key Person Assurance, Employee Benefits, etc. Furthermore, we specialize in the included list of specialities. My client’s know me as their friend and business partner and they know that I will always help beyond the call of duty. I am a peoples person, easy going and very serious in handling my client’s affairs in honesty and utmost confidentiality. If you laugh, I will laugh with you, if you cry, I have broad shoulders to cry on in empathy! I am married to Heidi and we have 4 children, my hobbies is to give my wife and children the best I can, love hunting, fishing, in general, the outdoors. I have green fingers and I have a great garden that I have cultivated over the years. I live humbly and care for everyone deeply, this includes my client’s.
Mobile // Office Number +27(0)74 103 8639 // 021 910 2094 Email Address [email protected] Address 6 Hillside Street, Ridgeworth, Bellville, 7530
Education Senior Qualified Financial Planner RFP3 NQF5 Fias FPI ISSITA accredited and licensed
Download free ebook Are you a millionaire or on your way to Financial Independence? A team of Financial Advisors wrote the #1 Amazon Best seller, “The Ordinary Millionaire” containing the 7 secrets of the Happy, Healthy and Wealthy. This book will teach and equip you to move from where you are to where you want to be. The Ordinary Millionaire will guide you through 100 year old principles and take you on a personalised journey to make the content your own and to ensure your Financial Independence. The aim is to help you get to that “Ordinary Millionaire” status and more importantly, to enjoy life as one of the few who cracked the secret to Financial Independence and the state “Happy, Healthy and Wealthy.” Please visit my website and download this book for FREE!
Business Partners and Associated Companies
activeXpress
espress-O-will
espress-O-trust
Discovery Accredited
www.attooh.co.za
Wellness Programme
attooh! Short term
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.
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 preor post-retirement.
• •
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.
