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Welcome to Dave Connon & Associates cc trading as Money Matters SA.

Dave Connon is qualified to help you with your Retirement Planning, Investments, Estate Planning and Risk
Cover. If you are just starting with your retirement planning, or are about to retire, or have retired, Money
Matters SA can help you save tax and obtain 1st class investment returns with their years of practical ex-
perience in this field. With over 35 years practical experience we ensure your plan will be both theoretically
sound and realistic.

Money Matters SA is FSB registered (No 13562) and has an independent Compliance Officer. It is an indepen-
dent financial planning practice started in May 1991, however Dave has been in the industry since February
1975. Dave is a Certified Financial Planner CFP® and passed his ILPA examinations in 1982, he is
ALSA qualified by examination and is a qualifying and life member of MDRT.

Many of our clients have been with us for over 25 years and we are now working with their children and almost
all of our new clients are referred to us by satisfied clients. Many of these clients are women, whom we advise
on types of marriage contracts, investments for widows and divorcees and financial planning for single parent
families.

As Dave is often consulting in his office, he has a support team of dedicated people who will endeavor to help
you with any queries or problems you may have, in the first instances. Should they be unable to help they will
then take the problem to Dave who will then have all the information relevant to your query and will be able to
contact you with regards to the solution. All queries are dealt with by Dave or his team on a completely
confidential basis. Please feel free to speak to any one of his staff if he is unavailable at first, so that the
necessary files and information can be available to Dave, if they are unable to solve your query initially.

Dave has qualified for many industry awards, addressed large groups, both as trainer and also as a guest
speaker for various public organizations such as Jaycees, Rotary and several Chambers of Commerce. He
also does talks for companies and groups, large and small, like the Industrial Nurses Association, Womens
Guild, various church groups etc. If you know of anybody or group that would like a professional speaker on
various financial subjects, please let us know. The top of the range technological equipment helps make our
talks fun and interesting.

Mission Statement
Our professional practice's main goal is to supply high quality advice and products to our clients in the fields
of life assurance, retirement planning, estate planning, tax effective investment, overseas investments and
corporate pension/ provident funds. These clients include salaried individuals, professionals, business people,
close corporations and companies.

Twice the Peace of Mind
The most important part of our professional service is not anything written on a piece of paper. It is the
counselling, coaching, the listening and caring, as well as the knowledgeable and intelligent planning that we
wrap into the relationship with our client. The responsibility we take in maintaining and improving the quality
of our clients lives is what they value us for, and pay us for.

Core Values
A passion to help; client first; competency before giving advice/ counseling; empower our clients to make good,
informed decisions; making a profit; enjoy what we are doing; do it once, do it well !; team work- working to-
gether for common goals; empower our employees.

What Our Clients Are Used To
Regular newsletters; Annual reviews/ financial needs analysis; Birthday cards/ messages; Anniversary cards/
messages and reminders; Computerised policy schedule; Help and advice whenever needed on practical
issues like wills and the running of estates, trusts and the actual retirement process.

Financial Needs Analysis
We use a sophisticated computer software programme which helps you plan your future with more certainty.

The process consist of:-

• Fact finding interview of about 30 to 40 minutes. We load all this information plus your policy schedule items.
• 40 to 60 minute overhead presentation of your circumstances in the event of death, disability, retirement
and dread disease. During this we can play "what if" scenarios e.g. retire earlier, retire on higher/ lower
income etc.
• A bound, professionally presented colour report on the whole analysis process.
• Annual reviews to ensure ongoing adjustments and accuracy.

Many clients comment that for the first time they know where they are now, where they want to be in the
future and how they are going to achieve their financial "peace of mind" goals

A widow with 3 daughters :
All that you did for us far exceeded the normal
duties of an assurance consultant. The amount
of time and patience you spent in helping me
sort out my financial situation, and above all,
the extremely competent way in which you
handled my investments for me. I know I can
always look upon you as a friend and financial
advisor

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A company Director :
You have been looking after us for over 15
years now and I dont believe that we have
had cause for complaint of your service level,
ever, in that time (a company director).

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A long-standing client :
I am very pleased that now my daughter is
married, with a baby, you are also advising her
husband on what he should do in the area of
life assurance, retirement and tax planning and
investments. I know I can rely on you to give
him the best advice and always act with inte-
grity

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