Old Mutual Phalaborwa

Where we assist people to make their dreams reality

1 review

16 Years in Business

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Excellent

by Naas082****087 02 October, 2018

The service is good and I like the warm and friendly people who help me.

Old Mutual PFA Reed & Associates Phalaborwa is a team of well established financial advisors with more than 20 years of experience in the financial industry.
We established a well tested process through which we assist our clients to create their personal goals and to assist our client with drafting their own unique financial plans and through our guidance, mentorship and advice, assist our clients to make their dreams "Reality"

Services Provided

Estates And Trusts, Financial Advisors, Risk Management

Work Focus

financial advice, financial services company, financial planning, estates, financial well-being, retirement planning, retirement investments, risk assessments, retirement services, estate planners, risk brokers, risk analysis

What training and/or membership affiliations do you have that relates to your work?

NQF Level 5 Qualification with 15 years in service experience

Describe a recent project that you have completed.

We have started a General Practice " Reed & Associates" with three associates fully qualified in all fields of Financial Planning

Who are some of your customers and can you provide traceable references?

Mr D Smit 083 586 4298 Mr B Naido 082 894 0466 Mr C Smit 079 218 0482

Do you provide any guarantee of your workmanship and/or services. If yes, please share the details here.

We offer a wide range of products which can suite any clients need and plan. Depending on the clients financial plan we do offer products which offers guarantees.

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Old Mutual Phalaborwa

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What training and/or membership affiliations do you have that relates to your work?

Describe a recent project that you have completed.

Who are some of your customers and can you provide traceable references?

Do you provide any guarantee of your workmanship and/or services. If yes, please share the details here.

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