Personal information for Financial Needs Analysis

Personal information for Financial Needs Analysis


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

Latest Pension/Provident fund statement
Latest Group Risk statement
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
Latest Payslip

Feel free to contact me if you have any questions.

Please note that we are currently working remotely.

Please click here to book a meeting.

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.