GET A HEAD START ON YOUR FINANCES
A financial annual review is an important tool to help you stay in great financial shape.
It can identify potential risks and opportunities, so that you are prepared for whatever life might throw at you.
GET A HEAD START ON YOUR FINANCES
A financial annual review is an important tool to help you stay in great financial shape. It can identify potential risks and opportunities, so that you are prepared for whatever life might throw at you.
GET A HEAD START ON YOUR FINANCES
A financial annual review is an important tool to help you stay in great financial shape. It can identify potential risks and opportunities, so that you are prepared for whatever life might throw at you.
YOUR TIME IS VALUABLE,
I ONLY NEED 3 MINUTES!
Let us focus on the past 12 months! To ensure that your Financial Plan is accurate and relevant, please answer each question carefully. Your responses will be used to review your current Financial Plan. To answer this form, please click on the questions that are applicable to your current circumstances.
YOUR WILL, OR THE LACK OF ONE, CAN CREATE CHAOS!
No one thinks about their Will until it's too late. We want to change that. In my practice, we recognise that taking care of your loved ones often means taking responsibility for those topics you’d rather not think about.
Our goal is to help you live your life in such a way that when you die you leave memories and not unfulfilled dreams for your family.
CLAIM YOUR COMPLIMENTARY WILL, AT NO COST!
Have you had any of these changes in your life, make sure your Will makes provision for these changes!
You got married;
Your family has grown
You have children with special needs;
You got divorced;
You are co-habiting with your life partner;
You have a business or shares in a business;
You have assets or foreign assets
If you are unsure about the legal correctness of your Will, please take advantage of our complimentary Will service.
YOUR WILL, OR THE LACK OF ONE, CAN CREATE CHAOS!
No one thinks about their Will until it's too late. We want to change that. In my practice, we recognise that taking care of your loved ones often means taking responsibility for those topics you’d rather not think about. Our goal is to help you live your life in such a way that when you die you leave memories and not unfulfilled dreams for your family.
YOUR LEGACY MATTERS!
CLAIM YOUR COMPLIMENTARY WILL, AT NO COST!
Have you had any of these changes in your life, make sure your Will makes provision for these changes!
You got married;
Your family has grown and you had more children;
You have children with special needs;
You got divorced;
You are co-habiting with your life partner;
You have a business or shares in a business;
You have assets or foreign assets
If you are unsure about the legal correctness of your Will, please take advantage of our complimentary Will service.
We are here to help you!
We are here to help you!
Johann Bosman
Johann Bosman
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. "
As an Advisor, my approach is centered around collaboration and partnership. I believe in working closely with my clients to understand their unique needs and develop customized solutions that address their challenges head-on. With a focus on building trust and fostering open communication, I strive to create a supportive environment where you feel comfortable sharing your goals and aspirations. By choosing me as your Advisor, you can expect a dedicated partner who is invested in your success.
As an Advisor, my approach is centered around collaboration and partnership. I believe in working closely with my clients to understand their unique needs and develop customized solutions that address their challenges head-on. With a focus on building trust and fostering open communication, I strive to create a supportive environment where you feel comfortable sharing your goals and aspirations. By choosing me as your Advisor, you can expect a dedicated partner who is invested in your success.
johann.bosman@attooh.co.za | | +27634989845
My Services Include
Individual/
Family Insurance
Business Insurance
Personal Banking
Investment Planning
Short-term Insurance
Fiduciary Services
Health Insurance
Vitality
LET'S TALK
Financial Advisor: Johann Bosman
Land Line:
Email: johann.bosman@attooh.co.za
Mobile Number: +27634989845
Request Johann to give you a call.
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