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Discovery : attooh!

attooh! Consulting Services Holdings (Pty) Ltd is a Juristic Representative of Discovery Life Ltd operating as a fully-fledged financial planning advisory business. Providing cutting edge products and client risk and investment solutions via more than 250 advisors with a national footprint. In a dynamically changed world we have been searching for the best professional advisors in South Africa to partner with. As a member of SAIPA, representing the cream of professional accountants, it is a natural fit and expansion of our business reach, to offer a unique professional partnership model.

As accountants and financial advisors we serve the same demographic client base, entrepreneurs, SMME’s, business owners, medical professionals in general. A partnership model between attooh! and you as an accountant represents a formalized approach to provide additional services and products to an existing client base, who you have an established and trusted relationship with.

Are you ready to provide financial advice to your own clients and increase your income. Why not join us?

This partnership would entail the following:

  • Opportunity to provide existing clients with holistic financial wellness solutions. These include providing risk cover, full suite of investment products and health solutions (both on an individual basis or on groups);
  • The above can be done on 3 different financial models:
    • Referral to an attooh! advisor on a split commission basis;
    • Hosting an advisor in your practice; also on a split commission basis (plus overhead costs); and
    • Qualifying and providing the financial planning service as the professional advisor, which is done at the full advisor remuneration plus certain bonus incentives.
  • Outsourced solutions that provide value added products to individuals and businesses for a share of the revenue.
In challenging times with revenue under continued pressure, the professional partnership model, allows for additional products and services to be provided to existing clients at very lucrative revenue models.

Since I have registered as a financial advisor I have found that I am able to give my clients holistic financial advice. This has not only enhanced my VP to my clients but it also generated an increase in my revenue in difficult times.” – Rian Lauwrens, Professional Accountant (SA), Professional Tax Practitioner (SA)

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