Business Policies Advice Policy

Advice Policy

At Old Mutual Wealth, we believe that the road to wealth creation and preservation can only be achieved through an integrated approach to financial planning. Having a consolidated view of your financial affairs, a robust financial plan to help you achieve your financial goals and inflation-targeted investment strategies ensures that you can have the time and means to enjoy those precious moments in life.

To this end, we have developed a proprietary wealth planning process. It specifically takes into account your life goals, your actual financial situation and what you can do to ensure that you enjoy your life to the fullest.

To manage the wealth planning process, we have partnered with selected Wealth Planners. You benefit from sound financial advice in line with global regulatory and financial planning best practice.