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annual financial review

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Verify your personal details and update any information that has changed. Once submitted, you will receive the next communication in your inbox to continue the annual review.

Financial Clarity Starts With the Right Partner

CONNECT WITH ME

* Michael Kotze is a licensed Representative under FSP 18147

Michael Kotze

Financial Advisor

With over 10 years at Discovery, I bring proven expertise—ranked among the Top 10 consultants and awarded Rookie of the Year in my first year as an advisor. I’ve guided hundreds of clients with a personalized, holistic approach to financial planning, ensuring every aspect of their portfolio works together to achieve long-term goals. My commitment is to provide clarity, tailored strategies, and ongoing support so you can make confident financial decisions and secure the future you deserve.

"My goal is to help you get into better financial shape and live a meaningful life."

Connect via email: [email protected]

Call me: 27725881149

Chat via Whatsapp: Click here

Book your appointment: Click here

Read my biography: Click here

Your financial journey: Financial Building Blocks

Coffee Conversations That Shape Your Financial Future!

At the heart of every great financial plan is a simple conversation. Your annual review is the perfect chance to pause, reflect, and realign. Over a cup of coffee, we’ll look at your progress, discuss your dreams and goals, and explore the best ways to achieve them. No pressure and no jargon, just clear and honest advice tailored to your journey. Let’s turn your financial aspirations into reality, one annual Coffee Date at a time. Ready to begin? Book your review today and let’s plan your future together.

opt-in to complete your

annual financial review

we will fine-tune your plan together

Please confirm your opt-in and provide consent to begin the Annual Financial Review process.
Verify your personal details and update any information that has changed. Once submitted, you will receive the next communication in your inbox to continue the annual review.

Financial Clarity Starts With the Right Partner

Michael Kotze

* Michael Kotze is a licensed Representative under FSP 18147

Michael Kotze

Financial Advisor

With over 10 years at Discovery, I bring proven expertise—ranked among the Top 10 consultants and awarded Rookie of the Year in my first year as an advisor. I’ve guided hundreds of clients with a personalized, holistic approach to financial planning, ensuring every aspect of their portfolio works together to achieve long-term goals. My commitment is to provide clarity, tailored strategies, and ongoing support so you can make confident financial decisions and secure the future you deserve.

Connect via email

Call me

Chat via Whatsapp

Book your appointment

Read my biography

Your financial journey

attooh! Consulting Services Holdings (Pty) Ltd, a juristic representative of Discovery Life Ltd, an Authorised Financial Services Provider, FSP 18147

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