THIS IS AN EXAMPLE OF A BIOGRAPHY (YOU CAN USE THIS AS A GUIDE)
XXXXXXXXX is a Financial advisor affiliated with attooh specialising in Life and Disability Assurance, Risk Planning, Investment Savings and Planning, Healthcare Planning, Pre- and Post-retirement Planning, Short-term Insurance, Discovery Insure, Corporate Employee Benefits, Wellness and Vitality benefits, Corporate Benefits, Income Tax advice and Investment management.”
The combination of my personal background, experience and qualifications enables me to provide expert financial advice, and along with my proficient team of support staff, I am able to assist you in the implementation of a holistic, personal plan to achieve your financial goals, providing valuable knowledge and guidance along your journey to financial wellness.
“XXXXXX has been in the financial industry for a decade and in this time has held various roles at some of the most prominent Insurance Companies in South Africa and is Certified Financial Planner.”
I do not merely sell products to my clients, I create and implement a financial solution that is best suited to them based on their current financial needs and wants. I provide them with the tools that they require to place them in a better position than what they were in before, so that the idea of reaching their financial goals becomes a reality.
“XXXXXXX understands that in this volatile economic environment, it is important to stay focused, knowledgeable, and goal-orientated within every aspect of your financial portfolio. His objective is to guide clients to financial success, by protecting their dependants, and businesses and employees, from unexpected life events, adding value to their journey to financial freedom.”
“In association with the attooh! Group of Companies and with a proficient team of support staff, XXXX offers an expert hand in the planning of his clients’ financial future, and is passionate about guiding clients in their financial potential, ensuring their future financial success!”
I strive to continuously improve my skills and knowledge in all aspects relating to the services and products that I advise on to ensure that I offer the very best financial solutions that are seamless and deliver on their promises, and to ensure that I am aware of the latest legislative changes and industry practices, ensuring that my clients continually receive the personalised solutions, and reap the rewards of being a Discovery client and benefiting from their dynamic product range and innovative reward structure.
