What is Old Mutual Invest Flexible Plan?The Old Mutual Invest Flexible Plan is an investment that puts you in control of your money. Invest as much as you like, as often as you like, into funds that you like. It's a great way to supplement your Tax Free Savings Account so you can reach your life goals faster. Because those travel plans and passion projects aren't going to pay for themselves...
- Reach your life goals faster
- Invest as much as you want to
- Choose how long to stay invested (we recommend 3-5 years)
- Get access to your money at any time
- Change your payment amounts at any time
*These projections are based on investments into the Old Mutual Balanced (Life) Fund reaching its projected targets with an annual premium increase of 8%. Savings examples are estimates, exclude fees and charges and are for illustration purposes only. Actual amounts may vary.
Save for the unexpectedPut away just R1 500/month,
Put away just R1 500/month, for 3 years, and your rainy-day fund worth could be worth R67 000*.
Travel the worldIf you save R1 000/month for 5 years,
If you save R1 000/month for 5 years, your bucket list fund could be worth R88 000*. Hope your passport has space for all those stamps.
Build your fortuneSave R1 000/month
Save R1 000/month and after 10 years of consistent saving, that amount could be worth R272 000*.
Bring your passion project come to lifeIf you commit to putting away R1 000
If you commit to putting away R1 000/month for 5 years, your side hustle savings could be worth R88 000*.
Flexible PlanHere's why people choose Flexible Plan:
questions? We have answersIf there’s anything else you want to know, let’s talk. Give our Customer Service Centre a call on 0860 60 60 67.
Apply online today. Here’s what you’ll need:
- Proof of identification (a valid SA ID or passport)
- Proof of residence
- Bank account details
You can also speak to an Old Mutual Financial adviser.
Pay as much, as often, and for as long as you want – payments can be made via debit order, stop order or EFT.
You choose which funds you want your money to be invested in to suit your specific needs. This include Old Mutual and non-Old Mutual funds. See the full fund list here.
Old Mutual Invest Flexible Plan is offered through Old Mutual Investment Services (SA) (Pty) Ltd - a Licensed Financial Services Provider.
Once your application has been processed, we’ll send you a contract pack detailing your plan. Thereafter, yearly statements will be sent. You can also manage your investment information via MyPortfolio. If you need help applying online, let's talk. Give us a call on 0860 66 54 63 or chat to us with Live Chat.
If you need an expert to help you with your financial plan and don’t have a financial adviser, call us on 0860 60 60 67.