Maintain and
grow your wealthCreating a financial plan that
speaks to all facets of your life.

Your wealth journey

We believe in Integrated Wealth Planning. It shifts the focus from planning for your money to planning for you, the person.

In our experience, traditional planning often falls short of expectations because ideal financial planning outcomes were never defined, leaving the client feeling disappointed when they are unable to achieve their desired lifestyle. At Old Mutual Wealth, we believe our advice-led planning approach can help you maximise your portfolio and achieve your goals and aspirations.

What is our philosophy?

True wealth is about more than just how much money you have. It is about the choices and lifestyle your money enables you to enjoy, and it is unique to each individual.

To maintain and grow true wealth, you need the right guidance and plan – one that is tailored to you. That’s why Old Mutual has brought together the expertise of a number of specialists in one business, dedicated to growing your wealth.

Let's talk Share your details and we'll get in touch as soon as possible.

Ready to Save2gether?

Share your company details and we'll be in touch.

1. Is your business registered in South Africa with proper business registration documents?

YES, my business is officially registered in SA
NO, my business is not officially registered (in other words it is an informal business)
NO, my business is only registered in another country, not SA

2. Do you have more than 5 and less than 100 employees in your business?

YES, I have between 5 and 100 employees
NO, I have less than 5 employees
NO, I have more than 100 employees

3. How long has your business been in operation?

Less than 3 years
More than 3 years

4. Do you own and manage (run) the business?

YES, the business is owner managed
NO, the business is owned and managed/run by different people

5. What is your business registered as?

Sole Proprietor
Close Corporation
Private Company OR
Other (eg. Partnership, Trust, NGO)

6. Do you already have a company retirement fund for your employees?

Please fill in your contact details below and click submit.

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