Old Mutual Home Solutions – home loans and home improvement loans. Old Mutual Personal Financial Adviser – Zelda Hancke.
CREATE AND PROTECT WEALTH – GET THE RIGHT FINANCIAL ADVICE TODAY:
Need help to achieve your financial objectives?
Would you like to send your children to university?
Will your family be able to maintain their standard of living should you pass away?
Is your income source protected if you become disabled tomorrow?
Old Mutual Home Solutions and Personal Financial Adviser – Zelda Hancke. I am an accredited personal financial adviser with Old Mutual. Call today for professional advice and options, conveniently at your premises. After hours service offered in Pretoria / Greater Tshwane Metro district. Let me help you put a plan of action in place to secure your future. This is a free service and you are under no obligation to purchase anything.
Old Mutual Home Solutions & Personal Financial Adviser – Things to Consider:
Retirement Planning – should be done as early as possible to qualify for affordable premiums.
Provide for Cash (liquidity) in your estate – to settle debts, cover costs for property transfer in the name of your spouse or person who will inherit, pay executors fees, and take care of loved ones.
Old Mutual Products and Services:
Home loans from various financial institutions. Home loan Pre-approval through Nedbank (A member of Old Mutual Group).
Personal Insurance – short term (Old Mutual Insure – rebranded from Mutual & Federal with free Swiftcare 24hour assistance, all-year long).
Greenlight Life Cover, Greenlight Disability Lump Sum and Monthly Income Cover, Greenlight Dreaded disease / Severe Illness Cover CARE4U – Discounts, free services and advice (free with every Greenlight policy).
Medical Aid & GAP Cover (3rd party provider Medquote to assist with quotes from 19 Medical Aids)
Funeral Cover – Final Expenses (Cash within 48 hours of claim)
Retrenchment Cover Investment Options – Retirement annuities, Tax Free Savings; Pension/Provident fund Preservation (Old Mutual Wealth, Old Mutual Invest, Old Mutual Max Investments & Max Income)
Estate Planning – Will & Testament, Trusts, etc. (Old Mutual Trust/Nedbank Trust)
Provident Fund with risk benefits for your employees
Short-term – public indemnity, goods in transit, loss of income, etc.
Buy & Sell agreements with business cover