Your wealth journey
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.
True wealth is about more than just how much money you have. It is about the choices and lifestyle your money enables you to enjoy, and it is unique to each individual.
To maintain and grow true wealth, you need the right guidance and a plan that evolves with you. Old Mutual Wealth brings together specialists dedicated to providing bespoke services, tailored to you at every stage of your life. Whether you're starting out, planning for the future, or managing your legacy, we create personalised solutions to grow and protect your wealth, ensuring you achieve your financial goals at any point in your journey.
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What you can do with WhatsApp:
- Retrieve Documents
- View list of products
- Apply for products
- Make a funeral or life insurance claim
- Debit Order: Bank Details Update
How to start:
- Save +264811668365 to your phone
- Open WhatsApp and send “Hi”
- Follow the menu prompts
Dial *142*264# to apply for a product:
- Funeral Cover
- Personal Cover
- Save and Invest
- Short Term Insurance
- Personal Loan
Key features
- Apply for products or manage your policies
- Upload documents
- Access and download all your tax certificates
- Join our Rewards programme and start earning points
- Track your investments and insurance
How to get the app:
Simply search for Old Mutual in your mobile device's app store, click on your app store link, and install the new Old Mutual app.
App Store | Google Play Store | Huawei App Gallery
- Register for Rewards
- Request a quote and buy cover
- Personal Loan Calculator
Manage your Old Mutual products – anytime, anywhere.
- Access my contract and policy documents
- View and manage personal details
- Register or Login to view your profile
- View your savings and investments
- View your life assurance portfolio
- Give feedback and request a call me back
