Old Mutual Financial Advisers are trained and accredited to give advice about the products they market and are backed by Old Mutual. In addition individuals will have recourse to Old Mutual if you have been given incorrect advice based on your personal circumstances.
Licensed and accredited Old Mutual Financial Advisers follow a thorough financial planning process involving gathering and analysing all necessary information, compiling a written plan based on the analysis of your unique situation, as well as regular monitoring and review. Among the financial solutions offered by Old Mutual and designed to help you create, manage, and protect your wealth are:
- Estate planning and fiduciary services (including wills, estates, trusts)
- Retirement and “at retirement” planning (including tax planning)
- Individual risk profile analysis
- Product choice
- Death and disability protection
- Short term insurance
- Corporate business assurance
- Domestic and offshore investments
- Tax analysis
By having access to financial advice at key stages of their lives, individuals can be adequately prepared for retirement and have all their individual financial needs provided for.
Old Mutual's financial advisers can also be accredited on the benefits of retirement fund. These financial advisers are able to offer telephonic or face-to-face advice to members or employees irrespective of language, income and geographical spread.