At Old Mutual Personal Financial Advice, we believe that a long-term financial plan is the key to a secure future. With a sound and realistic plan, all your financial goals and dreams can be achieved. And with Old Mutual Personal Financial Advice, you can be assured that your financial plan is the best possible plan for you.

A Plan for Life

Once we have all your information, and know what your goals and needs are, we consolidate the information through a unique needs-analysis program. Your Personal Financial Adviser then uses the resulting analysis, and the understanding he has of you, and puts together a long-term financial plan just for you – written with your specific financial needs and personal goals in mind.

But this plan is more than a financial plan - it's a plan for living. A plan that has the ability to grow with you throughout your life. It's written in language you can understand, and is approved and signed by a member of the Old Mutual management team to ensure that the advice given is the best possible advice for you.

But implementing a plan isn’t the end of it. Your Personal Financial Adviser will stay in contact with you, making sure that as your needs change, your plan keeps up. Because our job is to make sure your plan stays appropriate to your life. For the rest of your life. That’s what “Personal” is all about.

Up Close and Personal

We understand that as an individual you have goals, needs and values that are unique to you. So it makes sense that your financial plan should be as unique and individualised as you are. Which is why we put a lot of time and effort into preparing a plan that is relevant to your specific needs. The first step in preparing that plan is getting to know you.

Your Personal Financial Adviser will do just that. He will meet with you to discuss every aspect of your financial future, your goals and needs, gaining a thorough understanding of who you are and what you want to achieve. He will discuss - in jargon free language - the best possible way to make the most of your money, and ultimately – your life.

Peace of Mind

Old Mutual has been providing sound financial advice for over 80 years. We know that there's no point in building a long term financial plan with short-term solutions or products. So you can rest assured we will never recommend or sell you any product that is not entirely necessary to your financial plan for life. And that every bit of advice we give you, every financial product we recommend, has the solid backing of Old Mutual.

We’re looking forward to talking with you

Old Mutual Personal Financial Advice

Our services include: 

• investment planning
• retirement planning
• personal risk protection
• estate planning
• tax planning
• short-term insurance
• unit trusts
• legal advice on estates, wills and tax. 

All products and services are backed by Old Mutual and it’s affiliated companies.

Click here to contact Old Mutual today to enquire about Personal Financial Advice.