|Firm||attooh! Financial Wellness (Pty) Ltd|
|Languages||Afrikaans and English (in order of proficiency)|
Certificate in Financial Planning
•RE 5 (Regulatory Examination for Representatives)•RE 1 (Regulatory Examination for Representatives)•attooh! also facilitates a Continued Professional Development skills program
|Life and Disability|
FOCUSRisk Planning, Investment Planning, Retirement Planning and Estate Planning
Income Continuation Protector
OTHER COMPANIES REPRESENTED
Companies through which more than 30% of income is derived:
I, Anna-Marie Bester, have experience in providing Advice and Intermediary Service since 2000 for
•Personal Risk Planning for Death, Disability & Severe Illness
•Business Assurance & Continuity Planning
•Estate Planning including Will and Trust Services
•Investment & Savings Planning
•Corporate Employee Benefits
PRODUCTS FOR REAL PEOPLE
Our full spectrum of innovative financial services products is presented to our clients in an undeniable way. “I need a proper, executable and applicable plan for my finances” is the cry we meet with highly skilled and trained employees offering trustworthy products.
We engage in a way that makes you feel understood because we believe that finance should and could be a positive pillar in your journey of wellness. attooh! has a national footprint of highly qualified financial advisors as well as industry leaders in the Healthcare and Employee benefits arena.
We are constantly developing and extending our service offering to ensure we maintain world-class and professional advice, backed by the most innovative education and training program on financial services products in South Africa.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R60000.00
Recurring monthly: R500.00
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||> 50|
|Indemnity insurance||Insurance: yes
Get up to 100% of your premiums back for living well
The PayBack benefit offers you financial benefits throughout your policy term. You can get up to 100% of your premiums back when you select the Double PayBack benefit and choose to receive your PayBack five years later. You can also choose to get a portion of your PayBack yearly for the first 10 years of your policy, in which case you can get up to 10% of your premiums back every year.