Alwyn Smit

Lifestyle Financial Planner at attooh! Group of Companies

Alwyn Smit is a seasoned professional with extensive experience in financial planning and business development. Currently serving as a Lifestyle Financial Planner at Rosebank Wealth Group (Pty) Ltd since September 2017 and at attooh! Financial Wellness (Pty) Ltd since September 2009, Alwyn specializes in comprehensive risk and investment planning for individuals and companies, including cash flow analysis and modeling. Previous roles include Risk and Investment Officer at Treoc.com Risk Managers, where strategic investment planning was a key focus, and Sales Partner at Salesmotor.net, which involved developing automated technology solutions for business growth. Alwyn's background also includes positions as Business Development and Sales Manager at Northern Catering Equipment and Operations Manager at Streetwise Finance Group, underpinning a strong foundation in management and operational efficiency. Education includes a degree in Financial Accounting from Damelin.

Location

Johannesburg, South Africa

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attooh! Group of Companies

attooh! is a financial services business, with a passion for people. We believe in structure, innovation and education. For the past 10 years we have been breeding a generation of financial game-changers. Connect with us to ensure a journey of financial celebration, success, and independence. Every client is unique, and so is our process. We are experts at finance with a heart for people. Health and wealth should be viewed as one interrelated concept. We believe in your holistic success. Our aim is to provide and maintain world-class advice, with innovative solutions being offered to our financial advisors and thus to their clients. A cradle-to-grave relationship exists between attooh! and our valued clients. Our value-based approach means that we are unashamedly ethical. We acknowledge and accept our corporate social responsibility and we have developed the tagline of love, serve and remember which underscores our passion for giving back. attooh! believes in and supports innovation, optimism and entrepreneurship. Our engines are fuelled by our clients that are raving-fans. This label is as a result of an empowered and exceptionally skilled set of attooh! employees and the service quality we offer. Experts with heart! We treat our employees and our customers fairly as they deserve it! We believe in fun, bringing life back to finance. Finance should be a series of goals set, met and celebrated. The powerful concept behind our core purpose's design revolves around the conversion from a “poverty mindset” to an “abundance mentality”. This mindset change is the instigator to becoming a millionaire and once achieved we can help clients on their journey to financial independence. We make ordinary people millionaires and make millionaires financially independent.


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Employees

201-500

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