Life moves quickly, and financial uncertainty can leave anyone feeling anxious, especially when you’re trying to make the right decisions for your family or your business.
That’s where personalised financial advice can bring real clarity.
A well-crafted plan helps you feel confident about today while preparing wisely for tomorrow.
Whether you're just starting your journey or already building wealth, your story is unique and your plan should be too.

Every great story has a roadmap, and your financial plan is no different. It helps you understand where you are today, where you want to go, and the steps to get there. A comprehensive plan brings together your personal finances, business responsibilities, cash flow needs, and risk tolerance so everything works toward one aligned goal.
Many people believe financial planning is only for those who are wealthy or close to retirement.
But the truth is simple: financial planning is essential for everyone, no matter your age, income, or stage of life.
This is where your story becomes powerful.
Whether you're an entrepreneur growing your business, a professional planning for retirement, or a parent preparing your family for the unexpected, a solid financial plan gives you clarity and confidence in every decision.
Your financial plan can help you:
Achieve your personal and financial goals
Strengthen and protect your business
Secure your family from unexpected events
Build lasting generational wealth
Life moves fast, and financial uncertainty can leave anyone feeling anxious. That’s where my team and I come in. Whether you're starting out or already established, we help you create a personalised plan that brings clarity, confidence, and long-term financial independence.

Life can be unpredictable. Financial planning is more than just numbers it’s about protecting what matters most, both at home and in your business. Are you clear on your financial goals? Do you understand the risks you or your business might face?
Effective planning connects every part of your life and work, aligning your personal and business ambitions with practical strategies to help you achieve them. Whether your priority is safeguarding your family’s future, ensuring business continuity, or growing your investments, we’re here to support you every step of the way.
A financial plan acts as your roadmap, showing where you are today, where you want to go, and how to get there. I consider your personal finances, business goals, and risk tolerance to create a strategy that supports your long-term success. With a solid plan, you can make informed decisions, feel confident about your future, and build lasting wealth.
Reach your financial goals
Build and protect your business
Safeguard your family against unforeseen circumstances
Create lasting wealth for future generations

* Riaan Lindeque is a licensed Representative under FSP 32189
Riaan Lindeque
Financial Advisor
As a business owner or professional, every financial decision you make impacts your future success. The right financial strategy ensures stability, growth, and long-term security, but navigating complex tax structures, investments, and risk management alone can be overwhelming. That’s where my team and I come in. We provide tailored financial solutions that protect your business, optimise your wealth, and set you up for sustained success. Partner with us today and gain the clarity, confidence, and strategy needed to secure your financial future.
Connect via email
Call me
Chat via Whatsapp
Book your appointment
Read my biography
Your financial journey

* Riaan Lindeque is a licensed Representative under FSP 32189
Riaan Lindeque
Financial Advisor
As a business owner or professional, every financial decision you make impacts your future success. The right financial strategy ensures stability, growth, and long-term security, but navigating complex tax structures, investments, and risk management alone can be overwhelming. That’s where my team and I come in. We provide tailored financial solutions that protect your business, optimise your wealth, and set you up for sustained success. Partner with us today and gain the clarity, confidence, and strategy needed to secure your financial future.
"My goal is to help you get into better financial shape and live a meaningful life."
Connect via email: [email protected]
Call me: +27846536299
Chat via Whatsapp: Click here
Book your appointment: Click here
Read my biography: Click here
Your financial journey: Financial Building Blocks
As a financial professional, I will walk with you through a tailored planning journey focused on what matters most to you now and in the future.
From protecting your income and building long-term wealth to preparing for unexpected events and securing your legacy, I’m here to help you make confident, informed decisions.
Let us build a financially secure future together.
If the financial advisor associated with this website is not licensed or accredited to sell a specific financial product, and or product sub-category the client will be referred to an accredited Representative under FSP 32189, alternatively an approved referral partner.
We work alongside you to provide expert financial guidance that strengthens and protects your business. Our strategic approach supports effective financial management, mitigates risk, optimises tax efficiency, and underpins long-term profitability.
From navigating financial complexity to maintaining compliance and operational stability, we deliver tailored solutions, working with insurers and product providers that align with your business objectives.
Your financial future should be clear, structured, and well-governed. Our comprehensive range of advisory services is designed to guide you at every stage, providing confidence, continuity, and informed decision-making.

INVESTMENT
PLANNING
Retirement
Planning
Offshore Investment
Tax-Free Investments
Unit Trust
Share Portfolio

RISK
PLANNING
Income Protection
Severe Illness and Disability Cover
Life Cover
Business Insurance
Buy and Sell Agreements and Provision
Contingent Liability cover
Key Person Cover

TAX &
ACCOUNTING
Tax Structures
Annual Tax Return
Tax Clearance
Offshore Investments

FIDUCIARY
Wills and Testaments
Inter Vivo Trusts
Guardian Trusts
Living Wills
Guardian Trusts
We work alongside you to provide expert financial guidance that strengthens and protects your business. Our strategic approach supports effective financial management, mitigates risk, optimises tax efficiency, and underpins long-term profitability.
From navigating financial complexity to maintaining compliance and operational stability, we deliver tailored solutions, working with insurers and product providers that align with your business objectives.
Your financial future should be clear, structured, and well-governed. Our comprehensive range of advisory services is designed to guide you at every stage, providing confidence, continuity, and informed decision-making.

INVESTMENT PLANNING
Retirement Planning
Offshore Investment
Tax-Free Investments
Unit Trust
Share Portfolio

RISK PLANNING
Income Protection
Severe Illness and Disability Cover
Life Cover
Business Insurance
Buy and Sell Agreements and Provision
Contingent Liability cover
Key Person Cover

FIDUCIARY
Wills and Testaments
Inter Vivo Trusts
Guardian Trusts
Living Wills
Guardian Trusts
If the financial advisor associated with this website is not licensed or accredited to sell a specific financial product, and or product sub-category the client will be referred to an accredited Representative under FSP 32189, alternatively an approved referral partner.
If the financial advisor associated with this website is not licensed or accredited to sell a specific financial product, and or product sub-category the client will be referred to an accredited Representative under FSP 32189, alternatively an approved referral partner.

A financial GPS gives you a clear roadmap guiding your decisions, protecting your future, and helping you stay on track no matter what life brings.
From emergency planning to retirement readiness, we tailor insurance and investment strategies to your unique needs, ensuring long-term confidence and stability.
Join thousands of South Africans who prioritise smart, personalised financial planning. Let’s help you build a future that aligns with your goals.

A financial GPS gives you a clear roadmap guiding your decisions, protecting your future, and helping you stay on track no matter what life brings. From emergency planning to retirement readiness, we tailor insurance and investment strategies to your unique needs, ensuring long-term confidence and stability.
Join thousands of South Africans who prioritise smart, personalised financial planning. Let’s help you build a future that aligns with your goals.
A professionally drafted will is one way to protect your wishes and ensure that they are carried out. The question you need to ask yourself is, “Have I made provision for the cost of dying?” Make sure you know what this figure is so that you can plan for it in advance, leaving your family with a valid will and not a large bill. There are certain circumstances in which it is advisable to have a will in place. If any of these events occur in your life, you will need to update your will to reflect the changes.
Getting married
Having children
Buying or inheriting property
Starting or owning a business
Going through a divorce
Living with a 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
Wanting to appoint a guardian
Setting up trusts for children or beneficiaries
A professionally drafted will is one way to protect your wishes and ensure that they are carried out. The question you need to ask yourself is, “Have I made provision for the cost of dying?” Make sure you know what this figure is so you can plan for it in advance, leaving your family with a valid will rather than a large bill.
There are certain circumstances in which it is advisable to have a will in place. If any of these events occur in your life, you will need to update your will to reflect the changes.
Getting married
Having children
Buying or inheriting property
Starting or owning a business
Going through a divorce
Living with a 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
Wanting to appoint a guardian
Setting up trusts for children or beneficiaries

A financial review ensures your plan stays aligned with your goals and remains suitable for your current circumstances. It’s also part of our FAIS-required duty of care.
"Your Coffee Date" gives us dedicated time to reconnect, review any changes in your life, and explore your goals for the year ahead. It's a deeper, more meaningful conversation than a quick update and it ensures your plan continues to support you goals.


A financial review ensures your plan stays up to date, aligned with your goals, and suitable for your current circumstances. It is also a FAIS-required part of our duty of care, giving you confidence that your products and advice remain appropriate for your needs.
Although we stay in touch throughout the year, your annual coffee date review gives us dedicated time to reconnect, review any changes in your life or finances, and explore your goals for the year ahead. It’s a deeper, more meaningful conversation than a quick email or call, and it ensures your plan continues to protect and support you.

attooh! FINANCIAL WELLNESS (Pty) Ltd is an Authorised Financial Services Provider FSP 32189
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