Looking for a Personal Financial Advisor?
I am a Personal Financial advisor at Old Mutual.
I have identified you as a potential client, and would like to offer my services to you if needed.
Old Mutual is the largest and most well-established financial services provider in Southern Africa.
Our partnership with Nedbank and Mutual & Federal (two sister subsidiary companies under the Old Mutual plc banner in South Africa) enables us to offer a variety of financial products and services. These span investment, life assurance, asset management, banking, healthcare and general insurance. Our client base comprises of individuals, businesses, corporates and institutions.
Our product and service solutions take into account what our clients need and deliver this through our collective skills, years of experience and our value-driven people.
At Old Mutual we offer the following products and services to cater for wealth protection as well as wealth creation:
• Investments and savings
• Retirement planning
• Financial planning
• Insurance from IWYZE and Mutual & Federal
• Education planning
• Funeral cover and final expenses
• Life insurance
• Medical cover
• Disability cover
• Wills and trusts
• Home loans
If you are interested in any of the products and services mentioned above send me an email or give me a call so that we can schedule a meeting… I will do a Full Financial Needs Analysis for you, for FREE…
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