Personal information for Financial Needs Analysis

Personal information for Financial Needs Analysis


Please email below documents to life@rattan.co.za:

  1. Latest Pension/Provident fund statement
  2. Latest Group Risk statement
  3. Endowment, Tax free savings, Unit Trust savings statements, and your latest share values if you would like to take these values into your retirement and estate planning calculation
  4. Latest Payslip

Please click here to book a meeting.

https://rattaninvest.com/wp-content/uploads/2021/07/New-Logo.png
42 Aintree Ave, Savoy Estate, Johannesburg, 2090
011 440 9847
info@rattan.co.za

Follow us:

CONTACT US

Do not hesitate to contact us. Calls may be recorded for quality assurance purposes.

_________
Copyright © Rattan 2021

Open chat
Hi, thank you for using Rattan Risk and Investments Consultants, Lets see if we can save you on your insurance premiums today.

Please supply us with your name and surname, and we will get one of our qualified brokers to assist you.