We talk. You tell us about your income, your responsibilities and what you want your money to do. We explain how we work and what we would look at first. There is no obligation to take anything further.
No. Many clients start with a modest monthly debit order and build from there. What matters more than the amount is starting and staying consistent.
Our journey with Old Mutual began in 1996. Through that relationship we can offer clients access to a broad range of financial products and services as part of personalised planning.
At least once a year, and sooner after a major change such as a marriage, a new child, a new job, a business sale or a bond.
We help clients think through estate and will planning, including beneficiaries and guardianship for minor children, and we encourage regular reviews as circumstances change.
Yes. We work with individuals, families and business owners, including planning around retirement, protection and investments.
Our office is at Clearwater Estate Office Park North, C/O Atlas Road and Merlin Drive, Boksburg. We serve clients across Gauteng and arrange meetings to suit.
No. It is general information. Personalised advice depends on your specific circumstances, which is what a consultation is for.
Send it through and one of us will answer personally.
