What is Financial Planning?
Old Mutual's lifestyle financial planning process shifts the focus from planning for your money to planning for you. We have two ways to do this: Integrated Wealth Planning allows for an ongoing relationship to be built with you and your planner so that you are both involved in the decision-making and to take joint-control of your financial future.
Personal Goal Planning allows you to sit with your financial adviser and work towards achieving a particular personal goal, aided by an investment strategy.
Our approach considers who you are as an individual.
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