CERTIFIED FINANCIAL PLANNER®
CERTIFIED FINANCIAL PLANNER®
" My goal is to help you get into better financial shape and live a meaningful life. "
" My goal is to help you get into better financial shape and live a meaningful life. "
I assist business owners in planning for the unexpected death or disability of a co-shareholder, ensuring business continuity. Do you want your deceased business partner's spouse to become your new co-shareholder? I don't think so! Only 6% of South Africans are considered to be in a position to retire with an income meeting their needs. I utilize offshore and domestic planning solutions, coupled with a semi-annual review of your progress towards your retirement goal, to ensure you retire on your terms.
I assist business owners in planning for the unexpected death or disability of a co-shareholder, ensuring business continuity. Do you want your deceased business partner's spouse to become your new co-shareholder? I don't think so! Only 6% of South Africans are considered to be in a position to retire with an income meeting their needs. I utilize offshore and domestic planning solutions, coupled with a semi-annual review of your progress towards your retirement goal, to ensure you retire on your terms.
dewald.spies@attooh.co.za | | 27782855514
CERTIFIED FINANCIAL PLANNER®
My goal is to help you get into better financial shape and live a meaningful life.
I assist business owners in planning for the unexpected death or disability of a co-shareholder, ensuring business continuity. Do you want your deceased business partner's spouse to become your new co-shareholder? I don't think so! Only 6% of South Africans are considered to be in a position to retire with an income meeting their needs. I utilize offshore and domestic planning solutions, coupled with a semi-annual review of your progress towards your retirement goal, to ensure you retire on your terms.
dewald.spies@attooh.co.za | | 27782855514 | Book a Zoom meeting
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