OUR BEST ADVICE TO YOU IS: ADVICE MATTERS As custodians of the savings and investments of millions of South Africans, we know that ADVICE MATTERS when making financial decisions. How to choose the right financial adviser A good financial adviser is a professional who considers all your financial needs and goals, and has the knowledge, experience and support to give you Advice That Matters™. 1. Ask to see the adviser’s training credentials and FAIS accreditation. 2. Choose a financial adviser who represents a respected financial institution. 3. Look for a financial adviser who has access to a range of specialist support services.
NEED HELP WITH RETIREMENT AND RISK COVER OPTIONS FOR YOUR EMPLOYEES? Old Mutual Corporate provides industry-leading retirement fund solutions, pre- and post-retirement investments, group death, disability, critical illness and funeral cover as well as financial education and consulting services to a broad range of public and private businesses and institutions, from small businesses to large corporates. This can also be accessed via Old Mutual SuperFund, which provides a comprehensive employee benefit solution that is flexible enough to meet the needs of all types of businesses and their employees.
NEED A ONE-STOP-SHOP INTEGRATED FINANCIAL SERVICE? The Old Mutual Mass Foundation Cluster (MFC) has an integrated approach to financial services and offers customers solutions to meet their needs. This spans a transactional account called the Old Mutual Money Account, savings products, life and disability cover, as well as funeral cover, debt management solutions and
short-term insurance. Our aim is to help our customers manage their finances and to plan and provide a better future for themselves and their loved ones.
NEED DIRECT CAR & HOME INSURANCE? Old Mutual iWYZE offers affordable and reliable insurance cover to protect everything you’ve worked for. The wide range includes car insurance, home insurance as well as value-added products such as iWYZE Scratch & Dent and iWYZE Tyre & Rim Cover. iWYZE, the wise insurance choice.
NEED FUNERAL COVER? With Old Mutual’s range of Funeral Plans (Care, Standard and Comprehensive+) customers can cover themselves, their spouse/partner, children, parents, parents-in-law and extended family members. We also have a plan for single parents to cover themselves and their dependent children without having to pay for a spouse they do not have. You can choose the amount of cover you need, who you’d like to cover and whether you’d like to add additional benefits. You can get funeral cover for up to R70 000.
NEED HELP WITH SAVING FOR BOTH LONG AND SHORT TERM? To make it easy for customers to save from as little as R170 a month, Old Mutual offers the innovative 2-IN-ONE SAVINGS PLANS. This product with its two pockets allows customers to save for their long-term goals, like their children’s tertiary education, while they have access to their funds in emergencies.
Published on May 3, 2013
KwaZulu-Natal Business 2016/17 is the eighth edition of this highly successful publication that has since its launch in 2007 established its...