wellness
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YOU attooh!ADVISOR 0 10 20 30 40 50 60 70 80 90 100 Group Risk Funeral Cover Lifecover Disability Severe Illness Income Protection Gap Cover YOUR FINANCIAL WELLNESS JOURNEY 2014 GOALS IMPORTANT DATES RISK COVER INVESTMENTS 50% SALARY INCREASE Shares Unit Trust Offshore Investments Provident Fund Pension Fund Cash Endownments Savings Retirement Annuities Outstanding Loans Private Property Investment Property Holiday Home Business Interest Cash Conversion Jewellery / Art Personal Budget Medical Aid Short Term Insurance Last Will and Testament + 007 List Emergency cover BUDGET HEALTH SHORT TERM ESTATE PLANNING VALUE ADDED Meeting Next Visit Review Financial Independence 1/3 Date of Birth 1 Safety 2 Growth 3 Dream 2/3 2015
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YOU attooh!ADVISOR
0 10 20 30 40 50 60 70 80 90 100
Group Risk
Funeral Cover
Lifecover
Disability
Severe Illness
Income Protection
Gap Cover
YOUR FINANCIAL WELLNESS JOURNEY2014
GOALS
IMPORTANT DATES
RISK COVER INVESTMENTS 50% SALARY INCREASE
Shar
es
Unit Tru
st
O�shore Investments
Provident Fund
Pension Fund
Cash
Endownm
ents
SavingsRetir
emen
t Ann
uitie
s
Outst
andi
ng Lo
ans
Private Property
Investment Property
Holiday Home
Business Interest
Cash ConversionJew
ellery / Art
Personal Budget
Medical Aid
Short Term Insurance
Last Will and Testament + 007 List
Emergency cover
BUDGET
HEALTH
SHORT TERM
ESTATE PLANNING
VALUE ADDED
Meeting
Next Visit
Review
Financial Independence
1/3
Date of Birth
1
Safety
2
Growth
3
Dream
2/3
2015
Date of Birth
20 YearsWork Experience
20 YearsLeft to retirement
25 YearsIn retirement
YOUR FIT TEST - “FINANCIAL INDEPENDENCE TRACKER”
1
1 2 3
Matriculated (age 18)
Started University (age 21)
Started Working (age 25)
2
3
4
4
Today’s Date 5
5
Retirement Date 6
6
Life Expectancy 7
7
2015
CORE FINANCIAL PLANNING2015
2015 RISK FINANCIAL PLANNING
2015 INVESTMENT PLANNING
2015 CREATING EXPONENTIAL GROWTH
2015 YOUR FINANCIAL WELLNESS JOURNEY
2015 YOUR FINANCIAL WELLNESS JOURNEY
