Advice that matters Old Mutual has a dedicated team of advisers who are trained and accredited to offer you expert advice backed by the experience of Old Mutual’s investment professionals.
You know the value of advice in your respective field of expertise. At Old Mutual, we are not business specialists, but we do know a lot about financial planning.
management business has a comprehensive offering tailored to meet the needs of high net-worth individuals through personalised financial service to every customer.
We have a team of financial advisers who can give you the right advice at the right time and create financial security for you, your business and your family. A personal financial adviser will meet with you at your convenience, get to know you and keep abreast of changes in your life and business, in order to ensure your financial plan stays aligned.
Barend van der Westhuizen, We build on our Regional General heritage of trust Manager, PFA and accountability to Western Cape help our customers thrive by enabling them to achieve their financial goals. Our team of financial experts offer you peace of mind in partnering with a company with a track record of looking after our customers.
Old Mutual provides financial advice for middleand high-income customers through our focus on our long-term savings, investment and protection of business. We do this by delivering on our promise to be every customer’s most trusted financial partner, helping them to achieve their lifetime goals.
For more than 170 years, Old Mutual has been meeting the diverse financial needs of millions of South Africans. Let us do it for you as well.
We also believe true wealth is about more than just how much money you have. It is about being able to live the life you want. Our wealth
Physical address: Carl Cronje Drive, Southgate Office Park, 2nd Floor, Tyger Waterfront, Bellville 7530. Email: firstname.lastname@example.org Telephone: 021-974 8607 (office)
OLD MUTUAL PERSONAL FINANCIAL ADVISERS • Undergo mandatory Financial Advisory and Intermediary Services (FAIS) compliance. • Complete extensive training. • Have access to in-house resources including specialist advice on legal and tax issues. • Have access to research and advanced financial needs analysis and planning software.
WESTERN CAPE BUSINESS 2017