Choosing an Adviser
The aim of using a financial adviser is to develop a relationship with a
professional person who will treat your affairs with respect. There are a number
of things to take into account when choosing your financial adviser.
Trust and Integrity
Referrals from people you know and trust are a good way of selecting a
financial adviser. Another option is to choose a financial adviser that
represents a respected financial institution.
Contact an Old Mutual financial adviser.
Support
Financial planning is a vast and complex topic, and it is unlikely that any
one person will have all the answers. Look for a financial adviser that has
access to a range of specialist support services that you might need, for
example, tax planning.
It is also reassuring that there is someone to address your queries even if your
financial adviser is currently unavailable.
Advice, Analysis and Products
The role of a financial adviser is to assist you to analyse your personal
circumstances, recommend products and compile a financial plan to help achieve
your goals.
Product recommendations should be as a consequence of such a personal analysis.
Your financial adviser should reassess your financial plan on a regular basis.
Objectivity
Each person has a unique set of financial needs, and what is right for one
person is not necessarily right for another. A financial adviser should provide
guidance and support based on your personal circumstances.
Commitment and Passion
Referrals are often the best way of determining a financial adviser's track
record. Alternately, you can look for a financial adviser that has a respected
history in your community. An expert financial adviser will be passionate about
empowering their clients to achieve their goals.
The Comfort Factor
Your financial adviser should be able to identify with your personal
circumstances and priorities. Otherwise it will be very difficult for them to
help you identify and realise your financial goals.
Contact an Old Mutual financial adviser
Tel: +264 (0)61 299 3918
infonamibia@oldmutual.com
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