WHAT WE OFFER

SERVICES

OUR OFFERING INCLUDES:

FINANCIAL NEEDS ANALYSIS: We will do a thorough financial and needs analysis to determine what we need to add or leave out of your strategy.

RETIREMENT SAVINGS: Old Mutual provides a variety of retirement savings products. The programmes are designed for everyone, from first time savers to those who already have a pension. Whatever your life stage we have a strategy for you.

RISK PLANNING: We plan to secure your money in the face of the unexpected. We provide Dread Disease Cover, Sickness Benefits, Disability Cover, Death Cover, Medical Aid, Gap Cover, and Funeral Cover.

INVESTMENTS: We have an investment strategy for everyone, regardless of age or income level. We provide a variety of savings plans, including unit trust investments, tax-free savings plans, offshore investing, tax-efficient programmes, and more.

ESTATE PLANNING: It is never easy to prepare for death, whether our own or a loved one’s but it is an essential component of any financial strategy. We can draft your Will and help you determine Estate expenditures.

SHORT-TERM INSURANCE: All your assets are valuable and has taken a lifetime to build. We provide short-term coverage for both personal and commercial assets.