DREAM AGAIN, PLAN YOUR

FINANCIAL JOURNEY TODAY!

DREAM AGAIN, PLAN YOUR

FINANCIAL JOURNEY TODAY!

ARE YOU PLANNING OR GUESSING?

LIFE IS HAPPENING NOW!

Financial planning is about more than just numbers on a sheet of paper – it is about your life and what you want to achieve with it. Do you have a clear understanding of your current situation? Do you know what your financial goals are? What about the security of your family's future? Financial planning links life with finance, evaluating the resources necessary to make a dream come true. We utilise financial tools to help us understand your goals and offer advice for every stage of your journey in this unpredictable life.

I know you have big plans for the future, but life is happening now, and it will keep happening. You need to stay on top of your finances to ensure you are prepared for whatever life throws at you!

WHEN PARTNERING WITH US, YOUR EXPERIENCE IS:

PERSONAL

YOU MATTER

UNIQUE

ONE-OF-A-KIND

CONSISTANT

CONFIDENCE

GOAL ORIENTATED

PLAN IN PROGRESS

PERSONAL

YOU MATTER

We design and provide customised solutions that are aligned with your unique needs. We can offer you a variety of insurance and investment strategies that are tailored to you in order to meet your objectives.

UNIQUE

ONE-OF-A-KIND

You will find that our approach is a one-of-a-kind which combines investments and insurance to help you prosper. Our desire is to help people live better lives by securing their futures through careful financial planning.

CONSISTANT

CONFIDENCE

You can feel confident in your plan because you know it can adapt to anything that comes up in life. We'll work with you one-on-one to make sure your personalised strategy is as effective as it can be.

GOAL ORIENTATED

PLAN IN PROGRESS

Our financial planning revolves around short- and long-term strategies. Making sure you enjoy peace of mind knowing that your money's growth, management, and protection aren't left to chance. We take a holistic look at your finances to help you achieve your goals, both in the present and in the future.

We will plan, design and provide customised financial solutions that are aligned with your unique lifestyle and needs. We can offer you a variety of insurance and investment strategies tailored to you, to meet your objectives.

You will find that our approach is a one-of-a-kind which combines investments and insurance to help you prosper. Our desire is to help people live better lives by securing their futures through careful financial planning.

You can feel confident in your plan because you know it can adapt to anything that comes up in life. We will work with you one-on-one to ensure your personalised strategy is as effective as possible

Our financial planning revolves around short- and long-term strategies. Making sure you enjoy peace of mind knowing that your money's growth, management, and protection aren't left to chance. We take a holistic look at your finances to help you achieve your goals, both in the present and in the future.

We are here to help you!

We are here to help you!

Warren Heroldt

Financial Advisor

My goal is to help you get into better financial shape and live a meaningful life.

As a Financial Advisor I like to think of myself as your personal financial coach. Combining my background, experience, and qualifications, I can help you with expert financial advice and coach you on the way to Financial Independence. My objective is simple, guide you through the financial minefield of the right products and services, tailor-made for your financial journey. Take control of your finances and allow me to be your coach on the way to financial freedom. Given that you are unique, your needs, wants, goals and dreams are specific to you and your family. I will commit to assist with a plan specific to you. Financial freedom is within your reach and could be your reality.

We are here to help you!

Warren Heroldt

Financial Advisor

My goal is to help you get into better financial shape and live a meaningful life.

As a Financial Advisor I like to think of myself as your personal financial coach. Combining my background, experience, and qualifications, I can help you with expert financial advice and coach you on the way to Financial Independence. My objective is simple, guide you through the financial minefield of the right products and services, tailor-made for your financial journey. Take control of your finances and allow me to be your coach on the way to financial freedom. Given that you are unique, your needs, wants, goals and dreams are specific to you and your family. I will commit to assist with a plan specific to you. Financial freedom is within your reach and could be your reality.

Your Financial Journey

Peace of Mind

We aspire to help you achieve the life of your dreams. My team and I believe everyone should be able to attain a healthy and wealthy lifestyle. Our service offering includes individualised advice and custom plans specifically designed to meet YOUR needs and those of your loved ones. We will work with you every step of the way through our financial planning process so that we are always looking out for what is best for both now and in the future. You deserve the peace of mind knowing that everything is taken care of, from protecting your income, to protecting unforeseen events like natural disasters or accidents.

My Service Include:

Individual/Family Insurance
Business Insurance
Personal Banking
Investment Planning
Short-term Insurance
Fiduciary Services
Health Insurance
Vitality

Individual/Family

Life Insurance

Business

Insurance

Personal

Banking

Investment

Planning

Short-term

Insurance

Fiduciary

Services

Health

Insurance

Vitality

ATTOOH! BREEDS FINANCIAL GAME-CHANGERS

We make ordinary people millionaires, and make millionaires financially independant!

Our purpose is based on our innovative, holistic approach to finance. At attooh! we aid the development of healthy financial habits that will enable our clients to achieve financial independence. Every client is unique, and so is our process. Our financial planning process enables us to thoroughly assess your finances, where you are right now, and then tailor-make a plan that will help you achieve your financial and holistic goals. We offer you the world, where finance is strength, structure, and celebration.

WHAT IS YOUR FINANCIAL GPS?

DETERMINE YOUR GOALS!

Your Financial GPS is your reliable companion on the road to financial success. It is an inclusive approach that helps you make smart financial choices and take control of your finances. When a financial plan starts with your goals instead of your finances, you are much more likely to reach them. That is why we take a personalised approach, assessing what you want out of life and designing a plan that incorporates a variety of financial options to support your goals. Your life is unique, your dreams are unique, and so are your future plans. That is why your financial plan should be too. One-size-fits-all plans are not effective, so make sure your plan is designed with you in mind.

GET YOUR WILL DONE TODAY!

HAVE PEACE OF MIND, DON'T DELAY

Life is worth protecting. It is worth thinking of those we will leave behind. Just for one second think of the worst thing that could happen and ask yourself do you have peace of mind that everything is in place and covered? So why not take action and do what you can whilst you are here, to protect them when you are not. There are certain circumstances in which it is advisable to have a Will in place, or if any of these events occur in your life, you will need to update your Will to reflect the changes in your life.

When you are married
When you have children
When you have any assets in your name
If you own a business or shares in a business
When you get divorced
If you live with your life partner
If you have children with special needs
If you have foreign assets
When you want to make sure your assets go to your intended heirs
When you want to name a guardian for your minor children
When you want to set up trusts for yourself, your spouse, or your children

YOUR ANNUAL REVIEW!

UPDATE YOUR PLAN!

One of the best things we as financial advisors can assist you with is an annual review of your financial situation. While this may seem intuitive, not all advisors do this.

While, ideally, there is ongoing communication all year long, a face-to-face meeting devoted to discussing where you as the client are and what might have changed over the past 12 months. This can lead to a much more in-depth conversation than a quick email or phone call.

We conduct annual review meetings with our clients so that we are on the same page in terms of the current status, any changes, as well as future goals you have.