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What is Financial Planning?


Planning is the foundation of success. Investment without a plan is like going on a journey without a map. Financial planning can be viewed as your personal road map to help you achieve your lifestyle goals and objectives.

Old Mutual's lifestyle financial planning process shifts the focus from planning for your money to planning for you. We have two ways to do this: Integrated Wealth Planning allows for an ongoing relationship to be built with you and your planner so that you are both involved in the decision-making and to take joint-control of your financial future.

Personal Goal Planning allows you to sit with your financial adviser and work towards achieving a particular personal goal, aided by an investment strategy.
A holistic perspectiveOur approach considers who you are as an individual.
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