Old Mutual Personal Financial Advice
Old Mutual has a dedicated team of advisers who are trained and accredited to offer you expert advice backed by the experience of Old Mutual's investment professionals.
Old Mutual Personal Financial Advisers (or agents) are employed by Old Mutual and offer needs based, holistic financial planning to their clients. They may sell Old Mutual products and any other products that Old Mutual accredits them to sell. All financial advisers are obliged by law to declare their relationships with Old Mutual and the products they are allowed to sell at the earliest opportunity.
Old Mutual Personal Financial Advisers
- Undergo mandatory FAIS compliance.
- Complete extensive initial training.
- Engage in periodic refresher courses.
- Have access to extensive in-house resources including specialist advice on legal and tax issues.
- Have access to in-house research and advanced financial needs analysis and planning software.
Old Mutual Private Wealth Management
Private Wealth Management is dedicated to meeting the individual financial planning needs of our high-income clients through a comprehensive financial planning process and proposition. We put you in control of your financial future through an individually tailored financial plan, delivered by our highly-skilled salaried financial consultants, to help you achieve your goals.
The financial planning process offers a range of competitive solutions and investments from major players across the financial services industry. This ensures you the ability to choose and make informed decisions.
Old Mutual Agency Franchises
We focus on attracting entrepreneurs within the assurance industry to open their own Agency Franchise. Our franchise branches are operated as independent companies and the agents working for those companies strive to satisfy clients’ financial needs through following a financial planning process, mandated by Old Mutual and matching the financial needs with the appropriate Old Mutual products.
Independent Financial Advisers/Brokers
An Independent Financial Adviser (IFA) or a broker is a personal financial adviser that is not employed or affiliated to any one financial services or life assurance company. An IFA should be in a position to provide you with sound financial advice and they will be able to offer you a range of products from a number of different financial institutions they have agreements with.
Bank Brokers
A financial adviser at a bank or similar financial institution will be able to offer financial planning advice and a range of products. The specific products will depend on the relationships that the bank has with other financial institutions, such as life assurance companies.