le fi pro - amazon s3 rayno van vuuren.pdf · excess of 100 employees across the spectrum of...

12
We make ordinary people Millionaires and make Millionaires Financially Independent. RAYNO VAN VUUREN PROFILE

Upload: others

Post on 22-Jun-2020

5 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: le FI pro - Amazon S3 Rayno van Vuuren.pdf · excess of 100 employees across the spectrum of Individual Financial lanners, p employee Benefit Consult-ants, Short Term Specialists

We make ordinary people Millionaires and make Millionaires Financially Independent.RA

yno

vA

n v

uu

Ren

pro

FIle

Page 2: le FI pro - Amazon S3 Rayno van Vuuren.pdf · excess of 100 employees across the spectrum of Individual Financial lanners, p employee Benefit Consult-ants, Short Term Specialists

Thank you for connecting with me at attooh!

I am looking forward to serve you in any way possible. We compiled this profile to give you an overview of my team and our capabilities.

The cornerstone and foundation to all the relationships we build can be summarised in our core purpose, which we defined as:

“We make ordinary people Millionaires and make Millionaires Financially Independent”

This powerfull concept’s design revolves around changing a “poverty mindset” to an “abundant mentality”, by doing this we ensure clients grasp the

Millionaire mindset before we embark on the journey to Financial Independence.

I have a passion for people and my personal aim is to make a significant difference in my clients lives. This is endorsed by one of our corporate values

stating : “love, Serve and remember”, where we commit to a contribution to society.

With more than a decade’s worth of experience in the Financial Services Industry I have had the privilige to gear up with the latest technology in

Insurance products, which I use in portfolio structuring to ensure my clients gets the best advice that money can buy. I started my career at lattace

Gilder Financial Consultants in 1999 and at the end of that year joined the multinet Brokers group building my experience in the personal financial

planning environment. In 2003 I joined Sirius Capital Consulting that is part of the Firstglobal Group where I attained extensive experience in the

corporate financial planning environment. It was at the Firstglobal Group where I decided to implement a dream to start Financial Intelligence

Group, a company that specialised in giving financial advise to business owners and their management structure as well.

I would love to further our relationship in anyway possible, with a personal commitment of excellence I believe I can serve your needs, now and in

the future!

meet rayno van vuurenDip. Fin Services (Institute of Bankers)

01

assisted Bymorne Coetzee - FInAnCIAl AnAlyst alta de Wet - exeCutIve AssIstAnt

086 128 8664 | [email protected] 086 128 8664 | [email protected]

Morne has a B Comm (Hons) in Finan-cial Management and is a Certified Fi-nancial planner (CFpTM). Morne assists with all complex portfolio structuring and is a values member of my team. He has 17 years experience in the in-dustry.

082 775 [email protected]/rayno_vanvuuren

alta is responsible for overseeing the administration process in my prac-tice. She has 22 years’ experience in the industry and plays a integral role in ensuring the best service to our clients.

Page 3: le FI pro - Amazon S3 Rayno van Vuuren.pdf · excess of 100 employees across the spectrum of Individual Financial lanners, p employee Benefit Consult-ants, Short Term Specialists

Financial WellneSS ConTInuuM

02

Medical Aid

GAP Cover

short term

Insurance

employee Benefits

value-Added

services

Invest-ments

estate Planning

Funeral Cover

IndividualFinancial Planning

medical aid GaP coVer sHort term insUrance

• Dedicated admin back-up

• Dedicated client relationship Manager

• ongoing member communication and

training

• number 1 Healthcare broker in

2011/2012

• Covers doctors shortfalls

• Covers hospital co-payments

• Group discount available

• Cover with Discovery Insure

• Independent Contracts

• Contracted to major Insurers

• unique Features

indiVidUal Financial PlanninG inVestments emPloYee BeneFits

• life Stages Financial planning

• advice stretching from Cradle to Grave

• Trademarked and unique planning

approach

R 99 per month• Investment advice and Solutions

• online Budgeting

• Contracted with all major players in the

industry

• Independent Contracts

• Handle Insured and privately adminis-

tered Funds

• Contract with major Insurers and Inter-

national Cover

ValUe- added serVices estate PlanninG FUneral coVer

• attooh! Wealth academy

• attooh!Tv

• Staff Development Workshops &

Seminars

• Financial Wellness Seminars

• Key Staff retention program

• Detailed estate planning advice

• assistance with last Will and Testament

• living Will

• power of attorney

• Trust Structures 200

• Tailormade Solutions

• Catering for Groups and Individuals

Page 4: le FI pro - Amazon S3 Rayno van Vuuren.pdf · excess of 100 employees across the spectrum of Individual Financial lanners, p employee Benefit Consult-ants, Short Term Specialists

comPanY overvIeW

03

attooh! is a Boutique Financial Services Group, with offices and representation across South africa operat-

ing from pretoria, Johannesburg, Cape Town, rustenburg and polokwane, amongst others. We have in

excess of 100 employees across the spectrum of Individual Financial planners, employee Benefit Consult-

ants, Short Term Specialists and Wellness experts. We consult to Corporate clients across all Industries and

service in excess of 12 000 individuals across Southern africa.

as a Boutique firm we specialize in value-added solutions that incorporates the financial advisory process

with a focus on dedicated and tailor-made client education packages. It covers the full spectrum of financial

services products and each client’s ability to interact with us from cradle to grave.

• The combined life span of entities that attooh! consists of have been trading for more than 20 years.

• our workforce collectively has financial services experience spanning more than 400 years.

• our average corporate client’s life time exceeds 10 years.

The cornerstone and foundation to 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 you on the journey of Financial Inde-

pendence.

It was Tony robbins who said:

“Beliefs have the power to create and the power to destroy.”

our values are : unashamedly ethical, love Serve and remember, Innovation optimism and

entrepreneurship, Clients equal raving Fans and Having Fun!

core PUrPose & valueS

Page 5: le FI pro - Amazon S3 Rayno van Vuuren.pdf · excess of 100 employees across the spectrum of Individual Financial lanners, p employee Benefit Consult-ants, Short Term Specialists

ValUe-added ServICeS 04

In the development of resQ-plus our aim was to bridge the gap between the eroding emergency situation in South africa, and the rise in emergency events that have left doubt s in the minds of South africans. We procured a complete emergency solution package offering that has the largest distribution platform of ambulances, flight evacua-tion and emergency services in South africa.

resQ-plus has the first hospital guaranteed acceptance product ever developed that guarantees your acceptance into hospital even if you are not on a medical aid.

www.resqplus.co.za | 010 211 5844

We engage with you from the initial concept, to visualizing your dream and eventually we co-create a look and feel, a brand, but more so, attooh! creative is a company that can represent your dream realistically.

• Web Design & Management• Corporate Brand Development• events Management

www.attoohcreative.co.za | [email protected] | [email protected]

attooh! Gambit specializes in Intelligent Mobile Marketing solutions; assisting, develop-

ing and executing personal as well as corporate mobile campaigns by using short-codes.

We figured that since mobile is the next best thing and you know it’s crucial for your

success, why not leverage the fact that most people can’t live without them anymore,

literally. The idea of getting your message inside the pockets of every mobile user, at their

cost, has now become a reality.

www.gambit.co.za | [email protected]

Page 6: le FI pro - Amazon S3 Rayno van Vuuren.pdf · excess of 100 employees across the spectrum of Individual Financial lanners, p employee Benefit Consult-ants, Short Term Specialists

We currently service in excess of sixty corporate groups. our clients represent a mix between Corporate clients (blue-collar to executive), and High net Worth Individual clients who are spread across South africa. our client list include some of the following:

• Dorbyl

• Global roofing Solutions

• alpine engineering

• HHrobertson

• Brownbuilt

• Salcast

• Stalcor

• Minopex

• aerosud

• Kingfischer resorts

• abbeydale

• Dra

• platchro Mining

• air reliant

• air Tanzania

• Cooper and Cooper

• Datalinx

• refraline

• CMS

• CIv

list oF ClIenTSlist oF ClIenTS

05

Page 7: le FI pro - Amazon S3 Rayno van Vuuren.pdf · excess of 100 employees across the spectrum of Individual Financial lanners, p employee Benefit Consult-ants, Short Term Specialists

The attooh! group is fully compliant with the Financial advisory and Intermediary Services act of 2002

(FaIS) and is also licensed in Category I and Iv with the following Sub-Categories: long-Term Insur-

ance: Category a, B1, B2, C, retail pension Benefits, pension Fund Benefits (excluding retail), participa-

tory interests in Collective Investment Schemes and Health Services.

attooh! Financial Wellness (pty) ltd (FSp: 32189) and attooh! Health and Wealth (pty) ltd (FSp: 24401),

are authorised financial service providers within the attooh! group of companies.

The mission of Club 21 is to pave a way for children with Down Syndrome in South africa and eventu-

ally the rest of the world. a way by which every child with Down Syndrome can know and experience

that they are precious and be guided to fulfil God’s calling on his/her life. Together with parents, teach-

ers, therapists and experts we follow a holistic approach to ensure that children with Down Syndrome

bears optimal fruit and have a prosperous future.

vIsIon

• To create an environment in which children with Down Syndrome can develop to their full po-

tential and live a happy and meaningful life, contributing to the community in which they live.

• To ensure that we cater for the specific needs of children with Down Syndrome, we follow a ho-

listic approach, supported by various experts.

• To guide and encourage children with Down Syndrome to discover and develop their unique

talents.

• To lay down safe boundaries, by which children with Down Syndrome can build strong and

healthy friendships.

• To assist children with Down Syndrome with accepting and understanding their own disability.

• To provide the necessary information, guidance and support to parents and families assisting

them with the upbringing and education of their child.

• To establish and strengthen a network of support.

FoR youR suPPoRt:

• Bank Details : True vine Messages BK h/a Club 21 | absa acc no : 4078137554 | Branch: Woodlands

• www.club21school.org | 071 682 0485

as a proudly South african company attooh! supports the transformational code. We have been

awarded a level 4 BBBee scorecard with 65 qualification points rendering it, at 100 percent Bee level.

transForMaTIon

corPorate GovernanCe

06

social reSponSIBIlITy - CluB 21

Page 8: le FI pro - Amazon S3 Rayno van Vuuren.pdf · excess of 100 employees across the spectrum of Individual Financial lanners, p employee Benefit Consult-ants, Short Term Specialists

VitalitY | HealTH | SHorT TerM

07

discoVerY Wellness sPecialist - sUsan meYer

Susan Meyer is my personal Wellness specialist that looks after all my clients that have the vitality product.

She has a dedicated assistant Biance that will phone to book your next Wellness day in the area close to

you, she can also organize a nurse to do the vitality check in the comfort of your own home.

Book youR vItAlIty dAy noW And ReACh Gold statUs - www.attoohxpress.co.za

contact susan meyer at [email protected] | 086 128 8664

HealtH - daVid WeBster

our passion is provide our valued clients with the best advice and service possible, to ensure that they receive

feedback timeously and with the correct information the first time. We also ensure that clients are aware of and

understand what benefits they have, what they are entitled to and how to make the best of the plan that they

are on.

Where necessary we provide our valued clients with a detailed plan, benefit and premium comparison between

the medical scheme option that they are on and any other scheme linked to us. By doing this we can give our

clients best advice by giving them a detailed needs analysis ensuring that they can make an informed decision.

contact david Webster at [email protected] | 086 128 8664.

sHort term - Warren Bennet

Since its inception the goal at attooh! has been to provide a “cradle to grave” service to our clients. The

latest addition tor the suite of products has been attooh! IBHor. established in 2011 attooh! IBHor Con-

sulting (pty) ltd is a specialized short term insurance broker offering personal, commercial & engineering

(builders), transport insurance as well as professional indemnity insurance to the market. We combine our

passion for our clients with the most comprehensive product and reputable service in the market today.

Benefits of being an attooh! IBHor Consulting (pty):

• personal Service

• peace of mind

• Completive quotations

• risk management & assessment

• efficient claims assistance

• Industry expertise

contact Warren Bennet at [email protected] | 086 128 8664.

Page 9: le FI pro - Amazon S3 Rayno van Vuuren.pdf · excess of 100 employees across the spectrum of Individual Financial lanners, p employee Benefit Consult-ants, Short Term Specialists

alliance parTnerS

08Joubert and nel Inc | accountants and tax consultants

We provide the following services:

• Statutory services to companies, close corporations and trusts• accounting and bookeeping• Secreterial services (payroll etc)• Independent reviews• Tax services

Silver lakes office park no1, von Backstrom Blvd; Silver lakes | 0053 pretoria, South africa

012 809 0433 | [email protected] | www.jninc.net

JJr Incorporated | attorneys

We provide the following services:

• labour• Collections• Conveyancing• litigation and arbitration• Corporate and Commercial

Block B, Woodpecker place, Hillcreast Boulevard, lynnwood road

012 362 5787 | 0861 JJR Inc | www.jjrinc.co.za

clbc | pharmacy Management accounting

• monthly profit & loss statements• salaries - vip payroll• annual financial statements• assistance in buying / selling pharmacies• pharmacy registrations @ d.o.h / s.a.p.c• improving cashflows

• increasing profits• submission / handling of all s.a.r.s

related taxes• monthly collections of work• personal client visits• fixed monthly fee

5 vredenburg Building, Cnr Main & nelmapius road, Irene

082 824 4757 | [email protected] | 082 889 3159 | wilhelmm @clbc.co.za

GreGory, butt & Marx | chartered accountants (S.a.)

• Chartered accountants (Sa) at SaICa• registered accountants and auditors at IrBa • Tax practitioners at SarS• CIpC agent

no 36 lebombo Street, ashlea Gardens, Menlo park

[email protected] | cell: 083 265 5455

Page 10: le FI pro - Amazon S3 Rayno van Vuuren.pdf · excess of 100 employees across the spectrum of Individual Financial lanners, p employee Benefit Consult-ants, Short Term Specialists

Financial WellneSS Journey

our trademarked financial plan is based on a “Penny Farthing” explaining the journey on the road to finan-cial independence. once explained, a client will understand:

the critical components required to become financially independent •

It’s not just about the destination, but about the journey as a whole •

Without your “navigator” it will be impossible to see the journey through •

only one person can take responsibility for this journey, i.e. you - must peddle your Penny Farthing! •

TESTIMONIALS

Buy and sell and key person business policies have always been a concern for my partner and I. Over the years we have had many advisors give conflicting and complicated advice. Rayno and his team made it straightforward, tax and premium efficient. My partner and I are assured that part of our business is looked after.

Karl Seebach | Co owner - Belloord (pty) ltd

Having had our medical aid with Discovery Health and Vitality, we realized that there is no benefit for us to be with any other life assurer than Discovery Life. With our retirement investments with Discovery Invest we now enjoy maximum rewards working to-wards retirement. The benefits over the long-term just cant be ignored!

Dricky Simpson | Financial Director/Co owner | Infotox (pty) ltd

Page 11: le FI pro - Amazon S3 Rayno van Vuuren.pdf · excess of 100 employees across the spectrum of Individual Financial lanners, p employee Benefit Consult-ants, Short Term Specialists

We make ordinary people MIllIonAIRes and make millionaires FInAnCIAlly IndePendent.

“I believe it is important to associate us with an advisor and company that can advise us on a diversified offering but specialize in every department.“

Rayno and his team at Attooh! look after our personal and corporate financial planning, and for us there are significant benefits in having a company with specialists in the

crucial areas of their business. Diversified service without losing the specialization!

TESTIMONIALS

I have been a member of Discovery Vitality for many years. I always had this idea that I do not understand Vitality and how to fully use all of the benefits to my advantage. Rayno explained exactly what I need to do the get the maximum benefits in the shortest

possible time and had a VIP Vitality Team that made sure we got to Gold!

Kibiti ntsumaelo and Gert Smit | owners - lekwa Consuting engineers (pty) ltd

Johan Coetzer | Co owner - Gryphon Holdings

Kobus du plessis | Ceo - Icon enterprizes (pty) ltd

Page 12: le FI pro - Amazon S3 Rayno van Vuuren.pdf · excess of 100 employees across the spectrum of Individual Financial lanners, p employee Benefit Consult-ants, Short Term Specialists

emPloYee DevelopMenT

Pretoria: t: +27(0)861 288 664 | 291 sprite Ave, menlyn Woods, pretoria, 0043Johannesburg: t: +27(0)10 591 5555 | f: +27(0)86 625 7646 | 16 mirriam street, sunnyrock, germiston, 1404

attooh Consulting services holdings (Pty) ltd a Juristic Representative of discovery life limited, FsP no. 18147 | attooh! health and wealth CC is an authorised financial services provider fsp: 24401

www.attooh.co.za

Download the software with your mobile device by visiting www.i-nigma.mobi or locate the I-nigma application on your phone Scan the Qr Code.

Visit my website with this

Qr code