What solutions do we have for your business?

Do you need support in building a future-fit business model, in providing future-fit advice and wealth planning investment options to clients? Why not partner with us through the Wealth Partnership Programme? A practice manager will work with you in a structured manner to ensure attention to the really important business issues.
What's in it for you?

A business management programme can be tailored to suit your specific requirements and focuses on:

  • Enhanced client engagement and staff development
  • Client profitability through differentiated services and management
  • Aligning remuneration and incentives to business objectives
  • Strategy planning and business plan implementation

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Want to know more about solutions for your business?Should you be interested in finding out more about our Wealth Partnership Programme, feel free to call at 061 299 3999 or email service@omwealth.com.na. We offer:
  • We believe wealth creation is best achieved through an integrated approach to investment planning. It means planning for more than just a single goal – planning for a lifetime of goals. We support you as you take your client along this journey. However, where they need to plan for a single goal, we offer this option too.

  • Would your client prefer to isolate their investing to a single goal? For example, investing for a trip around the world or a deposit for their holiday home? While Integrated Wealth Planning is generally a wise option, we also support you in offering them advice and investment options for single-goal planning.

  • In addition to providing investment advice and implementing investment strategies, we support you in offering your clients advice on matters relating to estate planning, wills, trusts and tax.