Discover the benefits of holistic financial planning

Tayla Uys

Registered Financial Adviser

For Android:

1. Launch "Chrome" app.

2. Open the website or web page you want to pin to your home screen.

3. Tap the menu icon (3 dots in upper right- hand corner) and tap Add to homescreen.

4. You'll be able to enter a name for the shortcut and then Chrome will add it to your home screen.

For IOS:

1. Launch Safari on your iPhone or iPad.

2. Navigate to the site that you want to create a Home screen shortcut to.

3. Tap the Share icon (the square with an arrow pointing out of it) at the bottom of the screen.

4. Scroll down to the list of actions and tap Add to Home Screen. (If you don't see the action, scroll to the bottom and tap Edit Actions, then tap Add next to the Add to Home Screen action. After that, you'll be able to select it from the Share Sheet.)

5. Type a name for your site link. This will be the title that appears beneath its icon on your Home screen.

6. Tap Add in the top-right corner of the screen.

Bio

Get to know me

I started my career in the financial sector as paraplanner and office manager for a dynamic financial advisor office, located in the Helderberg Basin. I was approached by Employee Benefits Bluestar in 2017 to head up the role of Assistant Employee Benefits Consultant between Succession Financial Planning and Employee Benefits BlueStar. During this time the immense workload and service delivery standard taught me invaluable skills that sets me apart from any other Employee Benefits Specialist in the market. In 2019 I was approached by Succession Financial Planning, to join their team as national Employee Benefits Specialist. With a diverse client portfolio, including the likes of the University of the Western Cape and Imperial Logistics, I strive to ensure the highest level of service delivery standards and a client centric advice and service approach. I have a degree in BCOM Financial Management and prior to joining the industry worked in Human Resource Management.

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