Grant Botha brings more than 20 years’ experience within the Financial Industry into the attooh! Durban Branch, offering excellent support and motivation to his team of Advisors. He knows that in today’s economic environment, clients want more for their money and he is there to ensure that clients enjoy a TrueWealth experience with exciting solutions to their financial needs and wants.
Also being a Financial Advisor, Grant pushes himself and his team of Advisors to continuously educate themselves and keep up with the dynamic environment of attooh! and ensure that the TrueWealth mindset carries over from Advisor to Support staff to Client, creating a ripple effect within the group. Grant and his team provide specialised solutions for all areas of financial planning, giving clients a personalised solutions to their Estate Planning, Personal and Business Assurance, Investment and Retirement Planning, Corporate Health and Employee benefits, as well as Short-term Insurance. Grant encourages and motivates his team to stay up to date with legislative changes and stay well focused in this strictly regulated industry, maintaining a high level of professionalism, revolving around meeting clients’ needs and protecting their financial affairs.
He prides himself in ensuring that he and his Advisors continuously act in the best interests of their clients, with values of honesty and integrity at the core of their practice. Grant’s order of priorities starts off with first taking stock of his clients’ current position and then presenting a solution with the highest value for money, ensuring they receive the highest benefit structure possible. Grant feels strongly about continuously monitoring and realigning clients’ portfolios to keep up with changing financial status’ and desired goals, and consistently motivates his team to do the same. Of imperative value to Grant is that his clients and any clients associated with his team, engage with knowledgeable and experienced Advisors, and he challenges himself and his team to find solutions to match any client’s needs, while still protecting the clients financial security. Grant has a unique ability to take a complex problem and to find an innovative solution that works for all involved, saving clients’ time and frustration, and leaving clients with more time to dedicate to the things that they specialise in! I am the co-author of the Number 1 Amazon Best Seller book, “The Ordinary Millionaire”. This book is a unique collaboration by a number of financial advisors from the attooh! Group of Companies combining our expertise under the leadership of Wouter Snyman to produce a book packed with financial wisdom that is relevant for every individual wanting to embrace the philosophy’s shared and steps highlighted to walk the journey to financial independence.