Discovery Financial Matters

Discovery Financial Matters

Discovery health

Planning / Investing / Achieve / Reward

6 steps of planning

  • Initial Contact/ – Introduction
  • Information Exchange

( Gathering Data )

  • Data Analysis
  • Recommendation
  • Implementation of Solution
  • Ongoing Review

Independent:  Giving you a wide range of possible options enabling you to make well-informed decisions.
Holistic:  All your needs are considered, while taking existing provisions into account.
Confidential:  Your privacy and security in financial matters are of paramount importance.
Relevant:  Advice will be specific to your individual needs and be reviewed at least annually.  This means that it remains relevant to your needs over time.

Direct, uncomplicated, accurate:  I focus on empowering you to make an informed decision.  This means that we will take the necessary time to clarify your unique financial position and to present a financial solution that fits your specific needs
Integrity:  I align my energy and activities towards the single purpose of making a positive difference in people’s financial situations.

Flexible solutions for you and your business
Financial Building Blocks

For Individuals:

  • Estate planning
  • Risk cover for death, disability, trauma/severe illness
  • Healthcare
  • Financial Needs Analysis
  • Last will and testaments
  • Income protection
  • Investments
  • Retirement planning (for, at, after)
  • Tax planning

For Companies:

  • Employee Benefits – Group Risk
  • Provident Fund
  • Health Care
  • Buy and Sell Agreements
  • Key-person insurance
  • Contingent liability planning
  • Loan account protection
  • Group benefits
  • Structured Finance Solutions
  • Business Needs Analysis

Contact us for further detail:


Additional information: Lifestyle C is based in Pretoria (Gauteng), South Africa – We can accommodate any client(s) for requested lifestyle sessions at a venue that is convenient for both parties. You can contact Danie Strydom for professional life coaching and alignment.

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