1. W ELCOME TO L EON C V AN Z YL AND A SSOCIATES Presentation by Leon Van Zyl “It is the part of a wise man to keep himself today for tomorrow and not to venture all his eggs in one basket.” -Miguel de Cervantes

2. WHY FINANCIAL PLANNING If you don't know the destination, how will you know when you've arrived?  The State will not support you.  Determining a proper investment allocation is critical.  It gets more expensive to fund your goals and dreams the longer you leave it.  Are you properly insured?  Are you fully using all of the benefits available to you through your employer?  You will be more likely to be able to cover the impact of disability or long term illness on achieving your Financial Planning objectives

3. SERVICES WE PROVIDE Estate Planning Retirement Planning Earning ability Short-term Insurance Employer Pension fund Income Tax Everyone gets organized at some point, they just might not be around for it.

4. WHY US We offer you, Straightforward, easy to follow advice and solutions A process whereby we establish your financial goals; agree on priorities; identify any gaps or shortfalls; provide a recommendation Endorsed product solutions that match your needs Summary of our advice A relationship built on trust

5. OUR QUALIFIED PERSONEL Leon van Zyl - Executive Certified Financial Advisor - He has been an advisor for more than 40 years Ilse van Wyk - Certified Financial Advisor - She has been in the industry for more than 20 years Experience Anzelle Robberts - She helps with the life side or our business Zelda Smith and Sienie Van Den Berg - They help with the short-term insurance

6. THANK YOU VERY MUCH FOR YOUR TIME L EON C V AN Z YL AND A SSOCIATES Even if you’re on the right track, you’ll get run over if you just sit there. - Will Rogers