NEED HELP WITH HOLISTIC FINANCIAL PLANNING AND SAVING? Old Mutual Personal Finance specialises in providing holistic financial planning - Advice That Matters™. We offer a wide range of wealth creation and protection products. For example: OM Invest Tax-Free Savings Plan, which offers you tax-free growth without any restrictions on accessing your investment with a current annual allowance of R33 000. It’s flexible so you can choose how you want to invest – with lump sum payments or a minimum monthly investment of R350. And if you save between R30 000 and R33 000 at Old Mutual, you get up to half of your admin fees back depending on your underlying fund choice.
NEED LIFE AND DISABILITY COVER? Old Mutual Personal Finance marketleading risk protection range offers solutions in respect of death, disability and the most comprehensive illness range with clear claim definitions, including GREENLIGHT.
NEED TO PROTECT YOUR BUSINESS? Mutual & Federal are experts in agriculture, engineering and marine insurance. We offer a range of insurance solutions to protect your business against everything from fire and theft to business interruption and legal liability costs.
NEED DEBT CONSOLIDATION AND TRANSACTIONAL BANKING? Through Old Mutual Finance you can gain access to: • My Money Plan, which enables you to consolidate your debt, and choose from a range of personal loans at a fixed interest rate. • Money Account, which links a transactional (SWIPE) account and an investment (SAVE) account so you automatically invest a set amount into a unit trust every time you make a purchase with your card. *(In association with Bidvest Bank Ltd)
NEED HELP WITH INVESTING? Old Mutual Wealth is a fully integrated, advice-led wealth management business. We have a personalised and integrated approach to grow and preserve your wealth over time. Our specialist capabilities include Private Client Securities, Old Mutual Multi-Managers, Fiduciary Services and Offshore Investing. We partner with leading financial planners to provide you with a tailored lifetime wealth plan to help you achieve the best outcome in line with your objectives, goals and aspirations.
NEED A FINANCIAL PARTNER THAT MAKES A POSITIVE IMPACT ON SOCIETY? Old Mutual is deeply committed to playing a significant role in building a strong and financially inclusive South Africa. As a responsible business committed to caring for our communities, the Old Mutual Foundation addresses socio-economic challenges through investing in: • Small business development and entrepreneurship • Youth unemployment through skills training • Strategic education initiatives • Caring for vulnerable communities In 2016 alone the Old Mutual Foundation invested R25 686 172 in various community projects across our nation (actual grant funding payments made during 2016). In Gauteng the Old Mutual Foundation invested a total of R5 499 910 across its various community empowering portfolios in the region. Our staff are the hearts and hands of Old Mutual in the communities we operate in, and we support our staff volunteers through various programmes. In Gauteng, 77 organisations have received a total of R1 358 384 as a result of staff volunteering efforts.
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INVESTMENTS I SAVINGS I PROTECTION
Old Mutual is a Licensed Financial Services Provider