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Old Mutual Life Assurance Sandton

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8 Years in Business

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Services include holistic financial planning, portfolio reviews and tailor made advice.
My product offerings include but are not limited to: Life Insurance, Funeral Insurance, and retirement linked savings.

Services Provided

Financial Advisors, Funeral Policies, Insurance, Investments

Work Focus

financial advisory services, life insurance, life cover, funeral insurance, retirement planning, retirement annuity, investment advisor

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

I am fully accredited to sell Old Mutual Products. I have an RE5 that allows me to represent Old Mutual in conducting financial advice and to provide intermediary services to its existing and new clients.

Describe a recent project that you have completed.

I was a test subject in the security and customer digital experience of OM Platforms in October 2023. I was a leader in the DebiCheck pilot for the Pretoria East area in the year 2024. The main focus of this specific project was to improve collections.

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

Cannot disclose due to the POPI act and internal company policy.

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

I can guarantee to offer transparency in the services I provide to my clients and to be available to answer all questions that relate to the products of interest. Some guarantees may be available for some investment products but each detail of such guarantee is subject to the changes as made by Old Mutual fund managers. Our risk products are assured for as long as all disclosures and material information are provided to us up front and are also subject to the exclusions of such a contract.

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Old Mutual Life Assurance Sandton

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Work Focus

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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