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YOUR FINANCIAL JOURNEY IS UNIQUE, JUST LIKE YOU!

No two people are alike, and neither are their financial needs or goals.

Too often, people try to use a one-size-fits-all approach to their finances. But just like your fingerprint, your financial profile is unique.

Don't settle for a general cookie-cutter financial plan, when you deserve a unique plan that is right for your personal or business needs.

Kindly share your information and let's connect!

What is the best way to make contact?*
With what can I assist you?*
How did you hear from us?*
By consenting to receive communications, you agree to the use of your data as described in our privacy policy. You may opt out of receiving communications at any time.

YOUR FINANCIAL JOURNEY IS UNIQUE, JUST LIKE YOU!

No two people are alike, and neither are their financial needs or goals.

Too often, people try to use a one-size-fits-all approach to their finances. But just like your fingerprint, your financial profile is unique.

Don't settle for a general cookie-cutter financial plan, when you deserve a unique plan that is right for your personal or business needs.

Kindly share your information and let's connect!

What is the best way to make contact?*
With what can I assist you?*
How did you hear from us?*
By consenting to receive communications, you agree to the use of your data as described in our privacy policy. You may opt out of receiving communications at any time.
Advisor Urma 	Coetzer

We are here to help you!

Advisor Urma 	Coetzer

We are here to help you!

Urma Coetzer

Urma Coetzer

Financial Advisor

Financial Advisor

" My goal is to help you get into better financial shape and live a meaningful life. "

" My goal is to help you get into better financial shape and live a meaningful life. "

Clients should choose me as their financial advisor over others because I prioritize personalized service and genuinely care about their financial well-being. My extensive experience enables me to create tailored strategies that align with their unique goals. I focus on building trust through transparent communication and ongoing education, ensuring clients are informed and empowered in their financial decisions. Unlike others, I am dedicated to forming long-term relationships, providing consistent support, and adapting strategies as their needs evolve. Your success is my priority, and I’m committed to guiding you every step of the way.

Clients should choose me as their financial advisor over others because I prioritize personalized service and genuinely care about their financial well-being. My extensive experience enables me to create tailored strategies that align with their unique goals. I focus on building trust through transparent communication and ongoing education, ensuring clients are informed and empowered in their financial decisions. Unlike others, I am dedicated to forming long-term relationships, providing consistent support, and adapting strategies as their needs evolve. Your success is my priority, and I’m committed to guiding you every step of the way.

urma.coetzer@attooh.co.za | | +27828257632

Advisor Urma 	Coetzer

We are here to Help You!

Advisor Urma 	Coetzer

We are here to Help You!

Urma Coetzer

Financial Advisor

My goal is to help you get into better financial shape and live a meaningful life.

Clients should choose me as their financial advisor over others because I prioritize personalized service and genuinely care about their financial well-being. My extensive experience enables me to create tailored strategies that align with their unique goals. I focus on building trust through transparent communication and ongoing education, ensuring clients are informed and empowered in their financial decisions. Unlike others, I am dedicated to forming long-term relationships, providing consistent support, and adapting strategies as their needs evolve. Your success is my priority, and I’m committed to guiding you every step of the way.

urma.coetzer@attooh.co.za | | +27828257632 | Book a Zoom meeting

MY SERVICES INCLUDE

Individual/

Family Insurance

Business Insurance

Personal Banking

Investment Planning

Short-term Insurance

Fiduciary Services

Health Insurance

Vitality

attooh! Consulting Services Holdings (Pty) Ltd, a juristic representative of Discovery Life Ltd, an Authorised Financial Services Provider, FSP 18147

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