Johan Odendaal – Discovery Financial Adviser
Financial Needs Analysis to determine needs and shortfalls in financial planning iro:
- Life Cover
- Dread Disease
- Income Protection
- Health cover (Medical Aid)
- Short term Insurance – car and household
- Investment needs
Wellness advice through our Vitality programme:
- Conducting Wellness day on a regular basis to help clients get to Gold and:
1. Reap the financial rewards
2. Enhance and Protect clients lives and make them healthier.
- Buy-and-sell agreements
- Keyman insurance
- Group retirement plans
- Group Life cover
- Group Medical aid
How: By conducting an interview with a prospective client and completing a Financial Needs Analysis to determine the needs so as to be able to present a cost effective solution to address the needs.
Ongoing follow-up and support to ensure that the plans put in place stay current and up to date with the ever changing needs of the client.
Helping clients get to Gold and reap the financial and health benefits.
Guiding clients to adequate and effective risk cover to protect themselves and their families in time of need.
Working with clients toward the financially secure and independent retirement they deserve at the end of their working life.
|Johan Odendaal Discovery Financial ConsultantsTel: 033 345 8050 Fax: 086 599 4846 Cell: 083 306 3971|