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