services

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JUST A CLICK TO OPEN A BRIEF DESCRIPTION OF EACH POINT.
Services
RISK MANAGEMENT

Our flagship risk solution Greenlight, provides holistic cover for death, disability, dread disease and funeral benefits. Access to our underwriters and risk specialists makes our offering very competitive.

ESTATE AND SUCCESSION PLANNING

Through the Old Mutual Trust (Wills, Trusts), we have access to technical expertise that assist in protecting our client’s assets.

RETIREMENT & TAX PLANNING:

By conducting a financial needs analysis, we are able to plan prudently to secure a comfortable retirement plan for our clients.

OFFSHORE INVESTMENTS

Our Old Mutual International (OMI) platform, clients can get access to global investments in hard currency, thereby diversifying their portfolios.

CORPORATE BENEFITS

We offer group benefits {Group life, disability, funeral, retirement plans} under one umbrella fund called the “Super Fund”.

WEALTH CREATION:

Whether its planning for your children’s education or saving for a specific need or event, Old Mutual Wealth has the tools and solutions to assist our clients achieve their objectives.