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Innov8 BS CVP Eng

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Innov8 BS CVP Eng

  1. 1. Who we are Commitment and Passion makes us Client Centric Professionals We are confident in our ability and commitment of the people that we have in our business. We will deliver sustainable value to everyone we work with including you. We are professional, innovative, dynamic individuals and we want every experience with us to be a pleasure. What we can do for you Deliver effective results We are committed to delivering clear, quick and thoughtful responses. Our team-based organizational structure facilitates prompt resolution of issues and intelligent decisions. Provide you with trustworthy, accurate advice We actively research the investment, insurance and retirement markets to ensure that you are receiving the best solution for your needs while ensuring that your privacy and security is always maintained. Complete peace of mind in a comprehensive financial analysis Our diverse and experienced team is able to develop creative solutions based on our assessment of risk and return as well as your individual needs, rather than trying to sell a product. Help you to become the best you can be In order to help you grow it is paramount that you connect and interact with our staff at all levels. Involvement is the key. What we do Our approach is underpinned by a real commitment to building long-term relationships with our clients to ensure we can deliver “added value” through a greater understanding of your specific needs and financial goals. We can take a long term view by ensuring that we deliver the best results for you, our client. These results are based on : Honesty and Integrity We understand that selecting someone to look after your financial freedom can be difficult and time-consuming. When you make decisions about something you don’t fully understand, it all comes down to who you’re going to trust. Our success is dependent upon our commitment to a long term personal relationship based on trust and performance. Transparency You will always know what you are receiving, the costs involved and the value you are receiving. Fair Business Practice We are fully licensed under the Financial Services Board Regulations and we are governed by the Financial Planning Institute’s Code of Ethics providing you with experts who receive continuous training to ensure we understand this complex and changing industry at all times. Continued Client Support & Diligence We invest time and resources to understand your real needs through your eyes. Our team has worked and lived extensively in this environment and has faced the day to day challenges that you face. We therefore have a deeper understanding of your needs and this allows us to share best practices and innovations with you. Funatical Professionals Client satisfaction is at the heart of every contact. It’s our passion. So much so that we treat every client like they’re our only client. We respect you, our client and appreciate that no-one knows you and your financial circumstances like you do. 1 Innov8 Sanlam is a Licensed Financial Services Provider
  2. 2. What you can do for us Achieve financial freedom and security. Become part of the thriving individuals who seek our advice and listen to our valuable solutions on the road to success. For more than 25 years, we have partnered with our clients to create innovative financial growth strategies that help you grow faster and improve your wealth. If you care about your financial future and want to make sure that you have a Client Centric, Funactical Professional handling your financial affairs, contact us today. Tomorrow is too late. The Planning Process The process that we apply when dealing with clients can be broken down into six basic steps: 1. Initial contact We will arrange a time for an interview with you. 2. Fact finding During the interview we will get to know each other, answer your questions and collect all relevant data to prepare your plan. This will include your personal and professional goals and objectives. 3. Data analysis Based on the data collected, we will identify all the issues relevant to your financial needs. We will assess and analyse each issue to formulate strategies to achieve your present needs and review all available options in order to attain your future dreams. 4. Recommendations We will present a presentation which will describe your current financial position. This will include an analysis of your needs and goals. We will provide product recommendations to achieve your stated needs and goals and cover compliance related matters. Included will be details on future reviews and ongoing monitoring. 5. Implementation We will give you a written presentation where we explain the different aspects and answer any of your questions you might have. We will ensure that you are comfortable with the recommendations and get your consent to proceed with the implementation. We will assist you to complete all the necessary paperwork, with client signatures and approvals and lodge the applications to the relevant product providers. You will be kept updated with the progress of application. 6. Review We will meet with you on a yearly basis to review your Financial Plan. This is to ensure that it keeps in line with your changing needs. Data analysis Initial contact 1 26 35 4 Fact finding Data analysis Recommen- dations Implementation Review 2 Sanlam is a Licensed Financial Services Provider
  3. 3. 3 Sanlam is a Licensed Financial Services Provider Assurance Life Assurance Trauma/Disability Assurance Income Replacement Assurance Key Man Assurance Term Assurance Bond Assurance Sickness Benefit Retirement Planning Retirement Annuities Provident Funds Pension Funds Living Annuities Defined Annuities Short-term Insurance Household Business Interruption Vehicles Property - Personal - Business Marine Travel Emergency Transport Investment Planning Unit Trusts Shares Offshore Investments Linked Life Annuities Share Portfolio Management Products and services Your Commitment – Our Passion Tel: 086 168 8860 Fax: 086 511 0694 e-mail: info@innov8ve.co.za Michael Atti 083 266 0974 Tracy Atti 076 679 0784 Accounting and Tax (In association) Employee Benefits Medical Insurance (In association) Legal Advice (In association) ... And Much More! Estate Planning Comprehensive Analysis Family Trusts Investment Trusts Financial Needs Analysis Practice Audits Partnership Agreements

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