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Financial Advice

Old Mutual business advisers and consultants can assist you in structuring a financial portfolio that will cover all the requirements of your business.

From employee benefits to financial advice on insurance, investment and property, Old Mutual has a range of products to ensure that your business is an efficient, productive operation that acknowledges the value of its staff as well as the need for thorough financial management.

A properly structured financial portfolio will include:

Banking and Finance

Old Mutual South Africa’s sister company Nedbank provides professional and flexible banking and finance solutions to businesses of any size.

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Insurance and Assurance

Being comprehensively insured is vital to the success and security of your business. Old Mutual has developed a selection of insurance packages designed specifically with the small business in mind.

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When your company turns a profit it is natural that you will reinvest some of it into upgrading certain aspects of your operations. However, you may also consider investing a portion of the profit.

Our business consultants will advise you as to the best way to invest your profits, taking into account your investment amount as well as your tax and liquidity needs.

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Employee Benefits

Whether you have a staff compliment of 200 or 1 000 you need to attend to their needs. By providing quality staff benefits you will attract and retain the best employees thereby giving your business a competitive edge.

Our consultants will introduce you to Old Mutual’s comprehensive range of retirement fund and medical aid solutions.

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