CHOOSING AN ADVISER
Like any other type of plan, a financial plan is a map of how
to achieve a set of objectives using financial products and services.
Life Insurance – or life cover – is the foundation of your Personal Cover Plan. After all, you want to ensure that your family is protected when you are no longer around…
EARNING ABILITY COVER
Your most valuable asset is your ability to earn an income. It enables you to maintain your lifestyle – your home, the type of education your children receive, your retirement provision, access to medical treatment, the car you drive, your emergency savings.
SEVERE ILLNESS COVER
In this day and age, more and more people are being affected by life changing events such as heart attacks, cancer and strokes and there really is no underestimating the dramatic impact such an illness can have on you and your lifestyle, not to mention your family and loved-ones.
SAVINGS & INVESTMENTS
Investing or saving money is key to achieving the goals you have set in life. Old Mutual offers a number of investment and savings solutions in which you can invest and each one is structured to meet a selection of investment needs.
Retirement annuities are an ideal way to save for your retirement because your contributions are tax deductible – within limits – and you cannot access your capital before you retire.
Choosing a medical scheme that works for you should be simple, and easy on your wallet.
WILLS & TRUSTS
Your last will and testament is one of the most important documents you will ever sign during your lifetime.