Integrated Wealth Planning Answers "How much is enough?"
The Old Mutual Wealth Integrated Wealth Plan focuses on more than just your money. It focuses on your dreams, your aspirations and it is a personal roadmap for living the life that you want to live, now and in the future.
HOW DOES INTEGRATED PLANNING WORK?
- We get to know you – your dreams, aspirations and desired lifestyle
- We set goals and craft a plan - we look as what’s needed to achieve your goals.
- We follow through on the agreed plans – your plan will be as unique as you are and we ensure that the plan fits every aspect of your life.
- We keep an eye on how things are going – with regular reviews we can make adjustments when your circumstances change.