Personal Solutions
Building a balanced financial portfolio is not simply about getting rich. It is about long-term wealth creation and having clarity around what you want out of life and how to achieve it.
As one of South Africa’s leading financial services companies, Old Mutual South Africa understands that each individual is unique. In recognion of this our suite of financial solutions is designed to help you achieve peace-of-mind and long-term financial security.
Products and services
- Financial planning & advice to help you understand the principles of money management and investing.
- Education planning products that help you give your children the precious gift of an education.
- Estate planning services to help you streamline your estate and tax affairs.
- Funeral cover to remove the burden of administration and expense in the event of a death in your family.
- Investments & savings products that can help you grow your money or draw an income – depending on your needs.
- Online share trading provides a simple and efficient solution for private investors wishing to establish, and personally manage, a JSE share trading portfolio.
- Insurance (short-term) allows you to combine financial peace of mind with the correct cover.
- Medical cover ensuring that you and your loved ones have access to the best medical care available.
- Life cover protects you and your family from financial loss as a result of death and disability.
- Retirement planning and investments to help you plan for a comfortable and stress free retirement.
- Risk cover providing financial security for you and your family in the event of a dread disease, disablement, death or retrenchment.
- Buy direct offers a selection of products that you can buy directly via fax, telephone, post or, you can apply online.
