Valentine Mogg
Senior Financial Advisor
28 years of experience at Old Mutual, with deep practical knowledge across planning, protection and investments.
With a combined experience of over 28 years, our journey with Old Mutual began in 1996.
We take pride in continuing to serve our clients with dedication, integrity and a genuine commitment to helping them reach their financial goals. Many of the families we advise today came to us through someone we advised twenty years ago.
Our philosophy is simple. Understand the client, understand the goal, then help build a strategy that supports the life they want.
To provide professional, personalised financial guidance that empowers our clients to make informed decisions, protect what matters most and work towards their long-term financial goals.
To build lasting relationships with our clients and be a trusted financial partner throughout every stage of their financial journey.
Trust is fundamental to every financial relationship. We conduct ourselves with honesty, transparency and professionalism.
We take the time to understand your circumstances and objectives before developing any strategy.
Our experience and knowledge allow us to provide informed guidance while maintaining high professional standards.
Financial planning is an ongoing journey rather than a once-off transaction.
Informed clients are better positioned to make sound decisions, so we explain as we go.
The same people answer the phone year after year, and they know your file.
Senior Financial Advisor
28 years of experience at Old Mutual, with deep practical knowledge across planning, protection and investments.
Financial Advisory Professional
Joined The Old Mutual Academy in 2024 and holds a Master's degree in Finance and Investment.
Personal Assistant
More than two decades of experience keeping the practice running and clients supported.
Old Mutual has been part of our professional journey for more than two decades. With a history dating back to 1845, it is an established name in South African financial services.
Through this relationship we are able to provide clients with access to a broad range of financial products and services that can be considered as part of personalised financial planning.
Talk to UsA first consultation costs you nothing but an hour, and it usually answers more questions than you expected.