WHAT WE DO

Our Services

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ADVICE ON FINANCIAL PRODUCTS

TRYING TO MAKE SENSE OF FINANCIAL PRODUCTS?
There are dozens of financial products out in the market which makes it a daunting task to choose the most suitable product for your needs. Our financial advisers are trained to understand the T&C’s, product features and pricing.

SPEAK TO AN ADVISER
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FINANCIAL COACHING

DO YOU WANT TO IMPROVE YOUR RELATIONSHIP WITH MONEY?
Our financial coaching sessions are not focused on providing product advice. These sessions are engaging information sharing on financial topics and learning how to use specific financial tools. Perhaps you need help with improving your credit score, learning how to manage your cashflow or applying strategies for debt redemption?

SPEAK TO A FINANCIAL COACH
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GROUP FINANCIAL WORKSHOPS

LOOKING FOR A HIGH IMPACT FINANCIAL SEMINAR?
Our financial workshops range from 2 hour sessions to full day sessions. These sessions are fully sponsored by Old Mutual’s financial education foundation. It covers key financial topics that will certainly have a high impact on the attendees.

BOOK YOUR SESSION
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FREE CREDIT REPORT

WANT TO IMPROVE YOUR CREDIT SCORE?
Maintaining a healthy credit record is of utmost importance. Banks check your credit record before approving your home loan application or vehicle finance application. Many employers also check your credit record as part of the job application process. We can help you make sense of your credit report*.

REQUEST YOUR CREDIT REPORT

There are dozens of financial products out in the market which makes it a daunting task to choose the most suitable product for your needs. Our financial advisers are trained to understand the T&C’s, product features and pricing.