PROVIDING HIGHLY PERSONALISED WEALTH SOLUTIONS
For Families, Individuals & Business Owners
For Families, Individuals & Business Owners
PROVIDING HIGHLY PERSONALISED WEALTH SOLUTIONS
For Families, Individuals & Business Owners
PROVIDING HIGHLY PERSONALISED FINANCIAL STRATEGISE AND SOLUTIONS
For business owners, specialised business practices and medical professionals
PROVIDING HIGHLY PERSONALISED FINANCIAL STRATEGISE AND SOLUTIONS
For business owners, specialised business practices and medical professionals
NAVIGATE FINANCIAL COMPLEXITY WITH CONFIDENCE
EXPERT STRATEGIES TO
FUTURE PROOF YOUR LEGACY
I know you have ambitious goals for your business, but the demands of today’s market never slow down. To sustain growth, increase profitability, and navigate financial complexities, your business needs a solid financial strategy that adapts to evolving challenges. Perhaps you're feeling overwhelmed by cash flow management, tax planning, investment decisions, or scaling operations—these financial hurdles can quickly become roadblocks to success. In the fast-paced world of business, financial uncertainty can be a major source of stress. That’s where my team comes in. Whether you’re a startup looking for financial structure or an established company aiming for long-term stability, we provide expert guidance to help you build a resilient and financially independent business.
NAVIGATE FINANCIAL COMPLEXITY WITH CONFIDENCE
EXPERT STRATEGIES TO FUTURE PROOF YOUR LEGACY
I know you have ambitious goals for your business, but the demands of today’s market never slow down. To sustain growth, increase profitability, and navigate financial complexities, your business needs a solid financial strategy that adapts to evolving challenges. Perhaps you're feeling overwhelmed by cash flow management, tax planning, investment decisions, or scaling operations—these financial hurdles can quickly become roadblocks to success. In the fast-paced world of business, financial uncertainty can be a major source of stress. That’s where my team comes in. Whether you’re a startup looking for financial structure or an established company aiming for long-term stability, we provide expert guidance to help you build a resilient and financially independent business.
EMPOWER YOUR BUSINESS WITH THE BEST FIT PARTNER, STRATEGY, INSURER, AND SOLUTIONS THAT GIVE PEACE OF MIND!
We work alongside you, providing expert financial guidance to strengthen and protect your business. Our strategic approach ensures efficient financial management, mitigates risks, optimises tax structures, and supports long-term profitability. From navigating financial complexities to ensuring compliance and stability, we create tailored solutions with insurers that best align with your business goals
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
EMPOWER YOUR BUSINESS WITH THE BEST FIT PARTNER, STRATEGY, INSURER, AND SOLUTIONS THAT GIVE PEACE OF MIND!
We work alongside you, providing expert financial guidance to strengthen and protect your business. Our strategic approach ensures efficient financial management, mitigates risks, optimises tax structures, and supports long-term profitability. From navigating financial complexities to ensuring compliance and stability, we create tailored solutions with insurers that best align with your business goals
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
WITH THE RIGHT PLAN, YOUR BUSINESS CAN THRIVE!
MAKE THE RIGHT CHOICE TODAY!
PROTECT.PLAN.GROW.SUCCEED
FINANCIAL CLARITY FOR BUSINESS SUCCESS
Running a business is more than making profits—it’s about securing long-term stability and growth. Do you have a financial strategy to navigate risks and market shifts?
Without a solid plan, cash flow issues, unexpected expenses, and missed opportunities can stall your success. The right financial strategy protects your business, drives growth, and ensures stability.
Uncertainty is costly! Take control with expert financial guidance tailored to your business needs.
YOUR BUSINESS ROADMAP
IT IS MORE THAN JUST NUMBERS!
A financial plan is more than just numbers—it’s a strategy to build a secure and scalable business. It aligns your goals, investments, and risk management to ensure financial health.
Proper planning helps secure funding, optimise resources, and safeguard assets. Whether you’re expanding, investing, or preparing for future opportunities, a well-structured plan provides clarity and confidence.
Don’t leave your business’s future to chance—ensure you have the right financial roadmap in place.
WITH THE RIGHT PLAN, YOUR BUSINESS CAN THRIVE!
MAKE THE RIGHT CHOICE TODAY!
PROTECT.PLAN.GROW.SUCCEED
FINANCIAL CLARITY FOR
BUSINESS SUCCESS
Running a business is more than making profits—it’s about securing long-term stability and growth. Do you have a financial strategy to navigate risks and market shifts?
Without a solid plan, cash flow issues, unexpected expenses, and missed opportunities can stall your success. The right financial strategy protects your business, drives growth, and ensures stability.
Uncertainty is costly! Take control with expert financial guidance tailored to your business needs.
YOUR BUSINESS ROADMAP
IT IS MORE THAN JUST NUMBERS!
A financial plan is more than just numbers—it’s a strategy to build a secure and scalable business. It aligns your goals, investments, and risk management to ensure financial health.
Proper planning helps secure funding, optimise resources, and safeguard assets. Whether you’re expanding, investing, or preparing for future opportunities, a well-structured plan provides clarity and confidence.
Don’t leave your business’s future to chance—ensure you have the right financial roadmap in place.
Riaan Lindeque
Financial Advisor
My goal is to help you get into better financial shape and live a meaningful life.
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.
CREATE OR UPDATE YOUR WILL IN 4 STEPS
HAVE PEACE OF MIND, DON'T DELAY!
Planning for the future isn’t just about growth—it’s about ensuring the continuity of your business and protecting those who depend on it. A well-structured succession plan and legally sound will and or trust can safeguard your company’s future and provide stability for your family and stakeholders.
Have you considered the financial impact of unforeseen events? Without the right provisions, your business could face legal challenges, tax burdens, or operational disruptions. Taking proactive steps today ensures your wishes are carried out, protecting both your legacy and those who rely on you.
Regularly reviewing and updating your business succession plan and will is essential—especially when circumstances change. Let’s put the right measures in place so your business and loved ones are secure, no matter what the future holds. When should you consider updating your personal will?
If you own a business and/or have shares in a business
When you have assets in your name
When you are or get married
When you have children
When you get divorced
If you live with your life 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
When you want to name a guardian for your minor children
When you want to set up trusts for yourself, your spouse, or your children
OUR SERVICE PROVIDERS
PARTNERS
WHO WE WORK WITH
OUR SERVICE PROVIDERS
PARTNERS
WHO WE WORK WITH
CREATE OR UPDATE
YOUR WILL IN 4 STEPS
HAVE PEACE OF MIND,
DON'T DELAY!
Planning for the future isn’t just about growth—it’s about ensuring the continuity of your business and protecting those who depend on it. A well-structured succession plan and legally sound will and or trust can safeguard your company’s future and provide stability for your family and stakeholders.
Have you considered the financial impact of unforeseen events? Without the right provisions, your business could face legal challenges, tax burdens, or operational disruptions. Taking proactive steps today ensures your wishes are carried out, protecting both your legacy and those who rely on you.
Regularly reviewing and updating your business succession plan and will is essential—especially when circumstances change. Let’s put the right measures in place so your business and loved ones are secure, no matter what the future holds. When should you consider updating your personal will?
If you own a business and/or have shares in a business
When you have assets in your name
When you are or get married
When you have children
When you get divorced
If you live with your life 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
When you want to name a guardian for your minor children
When you want to set up trusts for yourself, your spouse, or your children
Riaan Lindeque
Financial Advisor
My goal is to help you get into better financial shape and live a meaningful life.
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.
LET'S CONNECT
I HAVE YOUR BEST INTEREST AT HEART
We know what it takes to help you achieve the life of your dreams. My team and I believe that a healthy and wealthy lifestyle should be attainable for everyone. Our service offers individualised advice and custom investment plans specifically designed for YOUR personal and business needs!
Financial Advisor: Riaan Lindeque
Land Line: +27123481239
Email: [email protected]
Mobile Number: +27846536299
Request Riaan to give you a call.
attooh! FINANCIAL WELLNESS (Pty) Ltd is an Authorised Financial Services Provider FSP 32189
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