Free State Business 2018 edition

OUR BEST ADVICE TO YOU IS:
ADVICE MATTERS
As custodians of the savings and
investments of millions of South
Africans, we know that ADVICE
MATTERS when making financial
decisions.
How to choose the right financial adviser
A good financial adviser is a professional who
considers all your financial needs and goals, and has
the knowledge, experience and support to give you
Advice That Matters.
1. Ask to see the adviser’s training credentials and FAIS
accreditation.
2. Choose a financial adviser who represents a
respected financial institution.
3. Look for a financial adviser who has access to a
range of specialist support services.
NEED HELP WITH RETIREMENT AND RISK
COVER OPTIONS FOR YOUR EMPLOYEES?
Old Mutual Corporate provides
industry-leading retirement fund
solutions, pre and post retirement
investments, group death, disability,
critical illness and funeral cover
as well as financial education and
consulting services to a broad range
of public and private businesses and
institutions, from small businesses to
large corporates.
This can also be accessed via Old Mutual SuperFund,
which provides a comprehensive employee benefit
solution that is flexible enough to meet the needs of all
types of businesses and their employees.
NEED A ONE-STOP-SHOP INTEGRATED
FINANCIAL SERVICE?
The Old Mutual Mass Foundation Cluster (MFC) has an
integrated approach to financial services and offers
customers solutions to meet their needs. This spans a
transactional account called the Old Mutual Money
Account, savings products, life and disability cover, as
well as funeral cover, debt management solutions and
short-term insurance. Our aim is to
help our customers manage their
finances and to plan and provide
a better future for themselves and
their loved ones.
NEED DIRECT CAR & HOME INSURANCE?
Old Mutual iWYZE offers affordable and reliable
insurance cover to protect everything you’ve worked for.
The wide range includes car insurance, home
insurance as well as value-added products
such as iWYZE Scratch
& Dent and iWYZE
Tyre & Rim Cover.
iWYZE, the wise
insurance choice.
NEED FUNERAL COVER?
With Old Mutual’s range of
Funeral Plans (Care, Standard and
Comprehensive+) customers can cover
themselves, their spouse/partner,
children, parents, parents-in-law and
extended family members. We also
have a plan for single parents to cover themselves and
their dependent children without having to pay for a
spouse they do not have.
You can choose the amount of cover you need, who
you’d like to cover and whether you’d like to add
additional benefits. You can get funeral cover for up to
R70 000.
NEED HELP WITH SAVING FOR BOTH
LONG AND SHORT TERM?
To make it easy for customers to
save from as little as R170 a month,
Old Mutual offers the innovative
2-IN-ONE SAVINGS PLANS.
This product with its two pockets,
allows customers to save for their long-term goals,
like their children’s tertiary education, while they have
access to their funds in emergencies.