In 24 hours, I'll send you two things — no charge, no obligation: an exact tax simulation showing what your retrenchment payout means for you, using your actual income tax history, and a consolidated snapshot of every policy you hold across South Africa's major insurers. All I need is some basic information and a signed consent form — which you can download below, sign, and return.
A simulation of the tax due on your retrenchment lump sum — your severance pay and any pension or provident fund withdrawal — based on your actual income tax number and lifetime tax history with SARS, including how much of your R550,000 lifetime allowance you have left.
Covers the lump sum portion only — leave pay, notice pay, and bonuses are taxed separately at your normal income tax rate. As a simulation, the result may differ slightly from the actual tax directive once submitted to SARS.
A consolidated view of every policy and investment you hold across SA's major insurers — Allan Gray, Liberty, Sanlam, Old Mutual, Discovery, and more. You'll know what you have, what's at risk, and what you may need.
A free 30-minute call with Lee to walk you through the results and answer your questions. No sales pressure. No obligation.
The forms you receive from your pension fund, medical aid, and group life provider are often 10+ pages of unfamiliar choices. As part of this free service, I'll help you fill them in correctly — line by line.
Sign this and return to lee.ernstzen@attooh.co.za — or use the form below and I'll email it to you to sign.
I'll email you the consent form within the hour. Once you've signed and returned it, you'll have your snapshot within 24 hours.
"Your information is treated with strict confidentiality under POPIA. It is used solely to prepare your free snapshot and is never shared with third parties without your explicit written consent."
"This snapshot is provided as a complimentary service to help you understand your financial position. It does not constitute personalised financial advice. Any product recommendations require a full advisory process under the FAIS Act. Always speak to your financial adviser before making any decisions."
"The tax figures provided are a simulation based on the information available at the time. Your final tax outcome is only confirmed once the actual tax directive is submitted to and processed by SARS, and may differ from the simulation."