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Tilman von Zukowski

ON THE WING FEBRUARY  2017 FEATURES

ADVICE

TRILOGY SERVICES 

Commentary by Carrie Furman, tax specialist, Allan Gray.

Meet our short term specialist, Johan Potgieter. 

Let SARS help you pay for retirement

Short Term Specialist 

From My Desk: We are already halfway through the second month of  the year and with February comes  the eternal favourite, Valentine's Day and of  course more importantly for our economy, Pravin Gordhan  and  the 2017/18 budget. 

Tilman  von Zukowski Vital Consult Independent Wealth Advisor Tel: 021 526 0448 Cell: 082 908 8868 Email: tilman@vitalconsult.co.za

I hope you remember to spoil that important someone in your life this week but more importantly it might be the perfect  time to consider what plans you have in place for when you can no longer be part of their lives. 

But it is not all doom and gloom and going forward we will unpack the budget so that you can understand and plan effectively. 

We are excited about the services that we have to offer our clients at Trilogy Wealth and in this I know we are waiting to see what  edition I am going to introduce Pravin will unveil this year and it is  our Short Term Specialist, John not going to be a very easy task for Potgieter.  him and I do think that the South  African taxpayer is going to face Any further queries do not some difficult times.   hesitate to contact me.  We might have to look carefully at our present expediture and see  where we can contain costs and how we can save effectively for our retirement. 


MEET OUR SHORT TERM  SPECIALIST  Johan Potgieter

 I would like to introduce Johann as our short term specialist. Johan will be offering dedicated personal service around all short term related issues  such as  servicing, up dating portfolios  which includes  seeing that our clients  are  correctly insured . He will strive to offer you possible savings on premiums with out losing on your cover . He will also offer  claims support.  Trilogy Wealth believes in offering our clients service that is  transparent, tailored to fit your needs through a professional team of experts. 

From My Desk:

No longer will you have to wait for assistance or  sit for hours on hold for a call centre. 

Johan Potgieter Short Term Insurance Specialist Vital Consult / Trilogy Wealth Regus Century City Foyer 3, 1st Floor Colosseum Century Way, Century City 7441 Tel: 021 526 0448 Cell: 081 868 4350 johanpotgieter@vitalconsult.co.za

Just to show you the service your will receive I have included   a client's testimonial: 

claim would be paid in my account days after and so he did.

The day I was making a Testimonial from documentary film and my Stephanus Bekker camera was destroyed by a dust "Johan Potgieter has been my storm. insurance broker for the last year. Johan once again reassured me I have only had exceptional that everything will be fine. service from Johan since day one. He told me exactly what I needed to do to fast track the When my car was crashed into on claim and days later I had a the N1 highway Johan answered brand new camera to continue my call first time round. my filmmaking. He assisted me in the friendliest manner and assured me I was in I have to say that I would not good hand and did a great job of consider signing up with another reassuring me and keeping me broker while Johan is in the calm. insurance trade. Time and time again just The day my phone was stolen, the exceptional service, I would device that runs all of my recommend Johan to anyone business. seeking a hassle free experience. Johan advised me that I could go He takes care of everything so and replace the phone and send that I can focus on my business, him the invoice to keep my the way insurance was meant to business going and he would be." personally make sure that the 


On The Wing February 2017