What solutions do we have for you?We believe money is meaningful only if it enables you to live the life you want. We have designed our whole business to help you manage and grow your wealth. Providing you with a tailored level of access you need to our industry-leading experts and in turn to the solutions best suited to your needs. No matter how complex your portfolio, our single-plan, single-view philosophy empowers you to take control of your finances and own your plan like never before.
- Get meaningful advice - Our financial planners help you gain a clear understanding of where your finances are currently at and what you need to do to achieve your aspirations
- Integrated solutions - You always enjoy an integrated view of your wealth portfolio mapped to your goals. Our experts design and manage our strategy funds with your required return in mind, so you are more likely to achieve success
This sounds simple, but the ability to identify your dreams and desires across all the areas of your life often requires a detailed discussion, conducted by a skilled coach. Our financial planners are skilled in this art and can facilitate this process, identifying your key goals and helping you understand the financial consequences of these ambitions.
Our financial planning tools model the options, or strategies, available to achieve your goals and illustrate the consequences of your financial decisions. Your financial planner can guide you and show you where you may need to make certain adjustments or choices. Throughout this process you are empowered to understand the consequences of your decisions and to own your financial plan like never before.
The best strategy is meaningless if it is not implemented correctly and effectively. Our business has been built to ensure that your goals can be directly linked to appropriate investment strategies. These strategies are carefully tailored to meet your unique lifestyle and financial needs. The outcome: A greater likelihood of achieving investment success and peace of mind.
Your financial plan is a blueprint for your financial journey. It should show you where you are going (your goals) and how far you’ve come (your progress). Over time, as your life changes, your plan will also change. Our financial planning process allows for such changes without losing sight of your goals.
Speak to your financial planner to start your Wealth journey. If you do not have one, let us help you find an appropriate planner for you. Contact us at 061 299 3999 or send an email to firstname.lastname@example.org.
At Old Mutual Namibia Wealth, we are very selective about the financial planners we do business with, and are fully confident of the integrity and quality of our financial planners. Would you like to find a reputable planner to help you create a plan for your future? Contact us and we’ll put you in touch with one in your area.