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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: The Old Mutual Invest Tax-Free Savings Plan, which offers a low, entry-level premium and refunds you 50% of admin charges when you reach your maximum premium limit in a year.

NEED LIFE AND DISABILITY COVER?

NEED HELP WITH INVESTING? Old Mutual Wealth is a fully integrated, adviceled 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 MultiManagers, 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.

Old Mutual Personal Finance marketleading risk protection range offers the most comprehensive illness range with clear claim definitions, including GREENLIGHT.

NEED A FINANCIAL PARTNER THAT MAKES A POSITIVE IMPACT ON SOCIETY?

NEED TO PROTECT YOUR BUSINESS?

As a responsible business committed to caring for our communities, the Old Mutual Foundation addresses socio-economic challenges through investing in:

Old Mutual Insure 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)

Old Mutual is deeply committed to playing a significant role in building a strong and financially inclusive South Africa.

• • • •

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 the Western Cape the Old Mutual Foundation invested a total of R2 919 984 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 the Western Cape, 144 organisations have received a total R1 921 824 as a result of staff volunteering efforts.

ombds 7.2017 L10479.10

INVESTMENTS I SAVINGS I PROTECTION

Old Mutual is a Licensed Financial Services Provider

Western Cape Business 2018  

The 2018 edition of Western Cape Business is the 11th issue of this highly successful publication that, since its launch in 2005, has estab...

Western Cape Business 2018  

The 2018 edition of Western Cape Business is the 11th issue of this highly successful publication that, since its launch in 2005, has estab...

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