attooh! Group of Companies
Nicholas Beard is an experienced Financial Planner with a diverse background in financial services, having worked at attooh! Financial Wellness (Pty) Ltd since January 2013. Previous roles include positions at Finlogic from October 2009 to January 2013, where wealth creation and lifestyle protection were primary focuses, as well as a stint at an Independent firm from March 2009 to October 2009. Nicholas also provided financial services at Prosperity Group from July 2006 to February 2009. Educational qualifications include a National Certificate in Wealth Management, Financial Planning and Services obtained from PSG in 2006, as well as a Matric from Parktown Boys High School in 2002.
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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.