TAKE CONTROL OF YOUR & YOUR EMPLOYEES FINANCIAL FUTURE

One of today’s biggest challenges is making the right financial decisions because it will determine the future of individuals, families and businesses.

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To help South Africans gain the knowledge and insights they need to make savvy financial decisions, we’ve created the online Old Mutual Financial Wellbeing Programme. The programme offers users free financial education, great advice and access to our wide range of innovative financial solutions.

You can access this value-adding FREE service for yourself and your employees on www.oldmutual.co.za/FWP.

Whatever the situation or life stage, the Old Mutual Financial Wellbeing programme can help users become financially empowered and strengthen their financial wellbeing:

  • Planning for the future e.g. marriage, education.
  • Protecting assets from risk
  • Leaving a legacy and creating a will
  • Saving for retirement.

The online learning modules are engaging and fun and supported by face to face or telephonic advice from an accredited financial adviser. Best of all:

  • It’s free
  • Requires no registration or passwords
  • Provides insightful, interactive stories and videos
  • It is fully compatible with all mobile devices
  • Provides expert advice from industry professionals.

Four online topics that cover some of the following:

1. FINANCIAL PLANNING

Understanding financial jargon, creating wealth and protecting your wealth.

2. SHORT-TERM INSURANCE

All you need to know about choosing, insuring to claiming.

3. WILLS & TRUSTS

What to consider when drawing up a will, estate planning including marriage, estate duty and building a trust.

4. RETIREMENT

Preserving your retirement savings, best growth, retirement checklist to keep you on track.

To make the most of your financial freedom today, visit: www.oldmutual.co.za/FWP OR Click here to speak to a Financial Adviser. If you don’t have an adviser, you can find on here.

Sign up for Old Mutual Rewards.

Earn points by using our free online budgeting tools, calculators, getting your credit reports and much more.
The rewards can be re-invested, redeemed or donated with any of our selected partners. There is NO sign up fee and NO monthly charges. Sign up is quick and easy.
Click here (https://secure.rewards.oldmutual.co.za/web/om/home) for more.

 

CONTACT US

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