CRAIG MCLACHLAN
PERSONAL PROFILE
01
CRAIG MCLACHLAN FINANCIAL PLANNER
“Goals achieved”
About Me
CONTACT DETAILS Introduction “Give a man a fish and you feed him for a day; teach a man to fish and you feed him for a lifetime.” - Maimonedes (Spanish philosopher, 1135 - 1204) A thirst for the knowledge required to create a sound financial portfolio guided me to partner with attooh! Financial Wellness (Pty) Ltd when it was founded in 2013. With the power of attooh!’s unique platform, I can offer you a tailor made approach to your Financial Wellness and Wealth
Website www.craigmclachlan.co.za Mobile // Office Number +27(0)82 929 9777 // 011 609 6031 Email Address [email protected] Address First Floor North Building, 366 Pretoria Avenue, Ferndale, Randburg
We Specialise In:
Management needs My journey After sixteen years in the Financial Services industry, I had a wealth of knowledge and a vision of being self-employed and building a sustainable business based on old-fashioned service combined with cutting-edge products. In 2013. My wife Lyn McLachlan (also a Financial Advisor) and I partnered with attooh! Financial Wellness Sandton. Seizing this opportunity of helping others to reach their financial goals has enabled us to build a meaningful legacy for our loved ones
Wealth
Health
Risk
Business Assurance
Investments
Life Assurance
Wills
Trusts
Income Protector
Short Term
Medical Aid
Retirement Planning
About me Apart from empowering our clients to meet and even exceed their financial goals, we enjoy recruiting and working with dynamic, entrepreneur minded individuals in our team. We are both qualified, passionate and excited to teach business ideas and implement principles through our Financial Services and Wealth Management practise. Both Lyn and I enjoy spending hours building ourselves up, through principles gained from personal growth books and seminars which we attend regularly. Out and about we enjoy socialising, gardening, sports and of course, fly fishing.
Education RE5 | Accredited Financial Advisor and Regulatory Exams
Business Experience Wealth Management Advisor - Finlogic Financial Advisor - Liberty
Business Partners and Associated Companies
activeXpress
espress-O-will
espress-O-trust
Discovery Accredited
www.attooh.co.za
Wellness Programme
Discovery Insure
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. We currently have a staff compliment of more than 120 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!
PERSONAL FINANCIAL PLANS Personal Financial Needs Analysis & Plan
Explores and uncovers your personalised financial wishes, wants & needs.
Budget Plan
Restructuring your finances, so as to save you money and build wealth.
Family Protection Plan
Risk protection for your loved one’s income and assets.
Personal Dignity Protection Plan
Protects your ability to earn an income if you are unable to due to illness or disability.
Wealth Creation Plan
Sets a plan to create and protect wealth through tax efficient investment vehicles.
• Pre-Retirement Plan
• Promotes tax efficient savings for your retirement.
• Post-Retirement Plan
• Provides you with and protects your income after retirement.
• Education Plan
• Promotes structured and efficient saving for education costs.
• Achieving Goals Plan
• Proper planning for personal goals ensures they will be realised.
Will and Estate Plan
Ensures continuity of your legacy and allows your final wishes to be conveyed, while reducing estate costs & taxes.
Healthcare Plan
Ensures you & your family have the right medical cover for the right price.
Motor & Household Plan
Correctly covers your vehicles, household & valuables while saving you money.
BUSINESS FINANCIAL PLANS Business Assurance Needs
Uncovers your business’ financial needs and wants.
Employee Benefits Plan
Provides for and protects those who make your business work.
• Employee Retirement Plan
• Provides your employees with encouraged savings while maximising tax efficiency.
• Employee Protection Plan
• Protects your employees’ personal and family income in extenuating circumstances.
• Partnership Protection Plan
• Protects you and your partners’ business interests efficiently and effectively. As a value added service, I ensure that you have a binding legal contract to ensure the security of your plan.
Key Person Protection Plan
Protects your business from the loss of a Key Person in your business.
Contingent Liability Plan
Protects your family from your business loans & sureties.
Business Continuity Plan
Ensures the continuation of your business in various events.
Equipment Redemption Plan
Provides capital for equipment and machinery replacements.
attooh! CONSULTING SERVICES HOLDINGS (Pty) Ltd is a juristic representative of Discovery Life (Pty) Ltd, an Authorised Financial Services Provider, FSP 18147.
01
CRAIG MCLACHLAN FINANCIAL PLANNER
“Goals achieved”
About Me
CONTACT DETAILS Introduction “Give a man a fish and you feed him for a day; teach a man to fish and you feed him for a lifetime.” - Maimonedes (Spanish philosopher, 1135 - 1204) A thirst for the knowledge required to create a sound financial portfolio guided me to partner with attooh! Financial Wellness (Pty) Ltd when it was founded in 2013. With the power of attooh!’s unique platform, I can offer you a tailor made approach to your Financial Wellness and Wealth
Website www.craigmclachlan.co.za Mobile // Office Number +27(0)82 929 9777 // 011 609 6031 Email Address [email protected] Address First Floor North Building, 366 Pretoria Avenue, Ferndale, Randburg
We Specialise In:
Management needs My journey After sixteen years in the Financial Services industry, I had a wealth of knowledge and a vision of being self-employed and building a sustainable business based on old-fashioned service combined with cutting-edge products. In 2013. My wife Lyn McLachlan (also a Financial Advisor) and I partnered with attooh! Financial Wellness Sandton. Seizing this opportunity of helping others to reach their financial goals has enabled us to build a meaningful legacy for our loved ones
Wealth
Health
Risk
Business Assurance
Investments
Life Assurance
Wills
Trusts
Income Protector
Short Term
Medical Aid
Retirement Planning
About me Apart from empowering our clients to meet and even exceed their financial goals, we enjoy recruiting and working with dynamic, entrepreneur minded individuals in our team. We are both qualified, passionate and excited to teach business ideas and implement principles through our Financial Services and Wealth Management practise. Both Lyn and I enjoy spending hours building ourselves up, through principles gained from personal growth books and seminars which we attend regularly. Out and about we enjoy socialising, gardening, sports and of course, fly fishing.
Education RE5 | Accredited Financial Advisor and Regulatory Exams
Business Experience Wealth Management Advisor - Finlogic Financial Advisor - Liberty
Business Partners and Associated Companies
activeXpress
espress-O-will
espress-O-trust
Discovery Accredited
www.attooh.co.za
Wellness Programme
Discovery Insure
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. We currently have a staff compliment of more than 120 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!
PERSONAL FINANCIAL PLANS Personal Financial Needs Analysis & Plan
Explores and uncovers your personalised financial wishes, wants & needs.
Budget Plan
Restructuring your finances, so as to save you money and build wealth.
Family Protection Plan
Risk protection for your loved one’s income and assets.
Personal Dignity Protection Plan
Protects your ability to earn an income if you are unable to due to illness or disability.
Wealth Creation Plan
Sets a plan to create and protect wealth through tax efficient investment vehicles.
• Pre-Retirement Plan
• Promotes tax efficient savings for your retirement.
• Post-Retirement Plan
• Provides you with and protects your income after retirement.
• Education Plan
• Promotes structured and efficient saving for education costs.
• Achieving Goals Plan
• Proper planning for personal goals ensures they will be realised.
Will and Estate Plan
Ensures continuity of your legacy and allows your final wishes to be conveyed, while reducing estate costs & taxes.
Healthcare Plan
Ensures you & your family have the right medical cover for the right price.
Motor & Household Plan
Correctly covers your vehicles, household & valuables while saving you money.
BUSINESS FINANCIAL PLANS Business Assurance Needs
Uncovers your business’ financial needs and wants.
Employee Benefits Plan
Provides for and protects those who make your business work.
• Employee Retirement Plan
• Provides your employees with encouraged savings while maximising tax efficiency.
• Employee Protection Plan
• Protects your employees’ personal and family income in extenuating circumstances.
• Partnership Protection Plan
• Protects you and your partners’ business interests efficiently and effectively. As a value added service, I ensure that you have a binding legal contract to ensure the security of your plan.
Key Person Protection Plan
Protects your business from the loss of a Key Person in your business.
Contingent Liability Plan
Protects your family from your business loans & sureties.
Business Continuity Plan
Ensures the continuation of your business in various events.
Equipment Redemption Plan
Provides capital for equipment and machinery replacements.
attooh! CONSULTING SERVICES HOLDINGS (Pty) Ltd is a juristic representative of Discovery Life (Pty) Ltd, an Authorised Financial Services Provider, FSP 18147.
