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