Business Partners and Associated Companies
About Me
Contact Details
“Present myself with a smile and positive views..”
Website www.roelfvandermerwe.co.za
I am married to Laurette and are blessed with two wonderful children, Roelof and Jesca -- and between them we have four grand kids. My passion is people and sport participation. Myself and my wife achieved provincial colours in various sport disciplines...our children also achieved national colours in cricket and netball respectively.
Mobile // Office Number +27(0)83 307 2503 // 087 236 6098
During my career in the banking sector I achieved the high accolades in the insurance and financing departments over a career of 21 years - 2003 was the year i decided it is time for challenges out of my comfort zone - sales and building sector was for the next 5 years my haven. In 2009 I freshened up my people skills and re-entered the insurance world through Old Mutual. In 2010 I joined the best company in the insurance/assurance sector namely discovery - I enjoy my work and with the support of the biggest and best Discovery brokerage namely attooh holdings. I’m looking forward to be of best service to my current and future clients.
Email Address [email protected] Address Room 118, 1120 Hertzog Street, Villieria, Room 118, Waverley Plaza, 0086
Education FSB | Regulatory Examination. Banking Diploma | Standard Bank. Certificate in Management | Gibs.
Business Experience 1982-1984 | Standard Bank 1984-2000 | Stannic Branch Management and Insurance. 2000-2003 | Stannic Head of credit | Motor Division. 2003-2006 | Laureus Caravans 2003-2008 | Laureus Enterprises
I live the vitality way and enjoy a great level of fitness through playing action cricket for Northern Gauteng at provincial level.
2009-2010 | Old Mutual | Financial Advisor 2010-2013 | Discovery | Financial Advisor
Download free ebook
Are you a millionaire or on your way to Financial Independence?
My principles in work and private life - be absolutely ethical, be an expert in your field but also surround yourself with experts, give sound and honest advice, stand out in a complex market, no client too small or too big to assist and be approachable.
Business Partners and Associated Companies
activeXpress
espress-O-will
espress-O-trust
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!
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 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
“Present myself with a smile and positive views..”
Website www.roelfvandermerwe.co.za
I am married to Laurette and are blessed with two wonderful children, Roelof and Jesca -- and between them we have four grand kids. My passion is people and sport participation. Myself and my wife achieved provincial colours in various sport disciplines...our children also achieved national colours in cricket and netball respectively.
Mobile // Office Number +27(0)83 307 2503 // 087 236 6098
During my career in the banking sector I achieved the high accolades in the insurance and financing departments over a career of 21 years - 2003 was the year i decided it is time for challenges out of my comfort zone - sales and building sector was for the next 5 years my haven. In 2009 I freshened up my people skills and re-entered the insurance world through Old Mutual. In 2010 I joined the best company in the insurance/assurance sector namely discovery - I enjoy my work and with the support of the biggest and best Discovery brokerage namely attooh holdings. I’m looking forward to be of best service to my current and future clients.
Email Address [email protected] Address Room 118, 1120 Hertzog Street, Villieria, Room 118, Waverley Plaza, 0086
Education FSB | Regulatory Examination. Banking Diploma | Standard Bank. Certificate in Management | Gibs.
Business Experience 1982-1984 | Standard Bank 1984-2000 | Stannic Branch Management and Insurance. 2000-2003 | Stannic Head of credit | Motor Division. 2003-2006 | Laureus Caravans 2003-2008 | Laureus Enterprises
I live the vitality way and enjoy a great level of fitness through playing action cricket for Northern Gauteng at provincial level.
2009-2010 | Old Mutual | Financial Advisor 2010-2013 | Discovery | Financial Advisor
Download free ebook
Are you a millionaire or on your way to Financial Independence?
My principles in work and private life - be absolutely ethical, be an expert in your field but also surround yourself with experts, give sound and honest advice, stand out in a complex market, no client too small or too big to assist and be approachable.
Business Partners and Associated Companies
activeXpress
espress-O-will
espress-O-trust
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!
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 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.
