Clients Choosing a Financial Planner

FinancialPlannerNew

Choosing a planner

Our financial planning specialists, registered with the Financial Services Board (FSB), help to ensure best practice at all times. A financial planner helps you define the lifestyle you want to achieve and then devises a personal, step-by-step plan to get there, monitoring your progress and making adjustments where necessary. When choosing a financial planner, you should consider the following:

Qualifications

All financial planners and intermediaries must abide by the requirements of the Financial Advisory and Intermediary Services Act (FAIS).

Trust and integrity

Referrals from people you know and trust are a good way of selecting a financial planner. Or choose a financial planner that represents a respected financial institution, like Old Mutual Wealth.

Support

Look for a financial planner that has access to a range of specialist support services that you might need. Financial planners should ideally have access to support from credible partners aligned with growing their practices and their clients’ wealth base.

Advice, analysis and implementation

A financial planner’s role is to assist in analysing your personal circumstances and to compile a financial plan to help achieve your goals. Investment recommendations should be based on your personal analysis. Your financial planner should review your financial plan on a regular basis.

Objectivity

Each person has a unique set of financial needs. A financial planner should provide guidance and support based on your personal circumstances.

Commitment and Passion

Financial planners must be passionate about empowering their clients to achieve their goals. They must be able to identify with your personal circumstances and priorities.



At Old Mutual Wealth, our planners are well selected and supported. If you’d like to find a reputable planner to help create a plan for your future, contact us and we’ll put you in touch with a planner in your area.