Integrated Wealth Planning
A financial plan should speak to all facets of your life. That’s why we believe in Integrated Wealth Planning. It shifts the focus from planning for your money to planning for you, the person.
In our experience, traditional planning often falls short of expectations because ideal financial planning outcomes were never defined, leaving the client feeling disappointed when they are unable to achieve their desired lifestyle. At Old Mutual Wealth, we believe our advice-led planning approach can help you maximise your portfolio and achieve your goals and aspirations.
It works as follows:
Your financial plan is a blueprint for your financial journey. It should show you where you are going (your goals) and how far you’ve come (your progress).
Over time, as your life changes, your plan will also change. Our financial planning process allows for such changes without losing sight of your goals.
Speak to your financial planner to start your Wealth journey. If you do not have one, let us help you find an appropriate planner for you.
At Old Mutual Wealth, we are very selective about the financial planners we do business with, and are fully confident of the integrity and quality of our financial planners.Would you like to find a reputable planner to help you create a plan for your future?
Contact us and we’ll put you into touch with one in your area.