Education Business Experience Business Partners and ...
About Me
Contact Details
“Danny Goddard is a Financial Advisor at the attooh! Legacy Wealth branch. Danny offers a holistic approach to Financial Planning, forming a personal relationship with his clients based on honest and factual advice which enables him to walk the journey to financial freedom with his clients.”
Website wwwdannygoddard.co.za
I thrive on building long lasting, fruitful relationships with my clients, built on honesty and integrity, innovative solutions and a genuine concern for my client and so offering peace of mind whilst ensuring that the fundamental core of my practice revolves around service excellence. “Having seen the impact of the Discovery group of products and how thousands of clients have secured their financial future and achieved overall financial wellness, Danny is excited to help those who have yet to start securing their financial wellness, and to continue advising those who are already well on their way, to structuring their financial future.” I always offer my clients the utmost professional service. I offer my client ‘the extra mile’, I am conscientious about keeping my working environment positive, and diligently work hard in order to provide my clients with the desired results applicable to their financial portfolio. “Danny strives to continuously improve his skills and knowledge in all aspects relating to the services and products that he advises on to ensure that he offers the very best financial solutions that are seamless and deliver on their promises, enabling every client to reap the rewards of being a Discovery client and benefitting from their dynamic product range and innovative reward structure.” In association with the attooh! Group of Companies and with a proficient team of support staff, I offer an expert hand in the planning of my clients’ financial future, and am passionate about guiding clients in their financial potential, ensuring their future financial success! “Danny specialises in numerous financial areas, an provide clients with exceptional advice and service in the areas of Life and Disability Assurance, Risk Planning, Investment Savings and Planning, Healthcare Planning, Pre- and Post-retirement Planning, Short-term Insurance, Corporate Employee benefits, Wellness (Vitality), Investment Management and Trusts and Wills.”
Business Partners and Associated Companies
activeXpress
espress-O-will
espress-O-trust
Mobile // Office Number +27(0)82 783 2901 // 086 133 3828 Email Address [email protected] Address 1st floor, Riesling House, The Vineyards Office Estate, 99 Jip de Jager Street, Welgemoed, 7536
Education NQF5 | 2014
Business Experience 2013-2014 | Legacy Wealth
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!
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.
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
“Danny Goddard is a Financial Advisor at the attooh! Legacy Wealth branch. Danny offers a holistic approach to Financial Planning, forming a personal relationship with his clients based on honest and factual advice which enables him to walk the journey to financial freedom with his clients.”
Website wwwdannygoddard.co.za
I thrive on building long lasting, fruitful relationships with my clients, built on honesty and integrity, innovative solutions and a genuine concern for my client and so offering peace of mind whilst ensuring that the fundamental core of my practice revolves around service excellence. “Having seen the impact of the Discovery group of products and how thousands of clients have secured their financial future and achieved overall financial wellness, Danny is excited to help those who have yet to start securing their financial wellness, and to continue advising those who are already well on their way, to structuring their financial future.” I always offer my clients the utmost professional service. I offer my client ‘the extra mile’, I am conscientious about keeping my working environment positive, and diligently work hard in order to provide my clients with the desired results applicable to their financial portfolio. “Danny strives to continuously improve his skills and knowledge in all aspects relating to the services and products that he advises on to ensure that he offers the very best financial solutions that are seamless and deliver on their promises, enabling every client to reap the rewards of being a Discovery client and benefitting from their dynamic product range and innovative reward structure.” In association with the attooh! Group of Companies and with a proficient team of support staff, I offer an expert hand in the planning of my clients’ financial future, and am passionate about guiding clients in their financial potential, ensuring their future financial success! “Danny specialises in numerous financial areas, an provide clients with exceptional advice and service in the areas of Life and Disability Assurance, Risk Planning, Investment Savings and Planning, Healthcare Planning, Pre- and Post-retirement Planning, Short-term Insurance, Corporate Employee benefits, Wellness (Vitality), Investment Management and Trusts and Wills.”
Business Partners and Associated Companies
activeXpress
espress-O-will
espress-O-trust
Mobile // Office Number +27(0)82 783 2901 // 086 133 3828 Email Address [email protected] Address 1st floor, Riesling House, The Vineyards Office Estate, 99 Jip de Jager Street, Welgemoed, 7536
Education NQF5 | 2014
Business Experience 2013-2014 | Legacy Wealth
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!
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.
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.
