Home/ Services
What we can do for youFrom protecting what matters most to growing and preserving wealth, we partner with you every step of the way — with the backing of Old Mutual and the rigour of CFP® professional advice.
Each service area is built around your circumstances — your family, your tax position, your goals — and continually reviewed as life evolves.
A structured, personalised approach to risk planning — ensuring you are covered not only for today, but for every stage of your financial journey. From life and disability cover to short-term insurance, our advice focuses on certainty, security and peace of mind.
A disciplined, personalised approach to investing — helping you navigate market complexity with clarity and confidence. We structure your investments in the most appropriate and tax-efficient vehicles for your goals.
Entrusting someone with your life savings is one of the most important financial decisions you will ever make. We help you build, protect and ultimately draw from your savings — with sustainable income, financial security and stability for decades to come.
A structured and thoughtful approach to estate planning — protecting your assets, providing for your loved ones, and minimising unnecessary costs and delays. From wills and beneficiaries to liquidity and estate duty, our advice gives you confidence that everything is in place when it matters most.
Choose one or more areas in the form and we’ll structure a personalised conversation around what matters to you.
If your question isn’t covered here, just ask — we’ll happily walk you through it, with no obligation.
CERTIFIED FINANCIAL PLANNER® is the international gold standard for financial planners. It means your adviser has met strict requirements across the four E’s — Education, Examination, Experience and Ethics — and commits to 35 hours of continuing professional development each year (including at least five hours of ethics). In practical terms: your advice is current, evidence-based and accountable.
Yes. Your first consultation is complimentary and no-obligation. It’s a chance for us to understand your goals and for you to decide whether we’re a fit. Only once we’ve agreed a way forward do any product- or advice-related costs apply — and we always explain them clearly upfront.
We are part of Old Mutual Personal Financial Advice and predominantly recommend Old Mutual solutions, which give us deep product knowledge and strong client service. Our advice is always tailored to your individual needs and tax position — you’ll never be placed in a product that doesn’t suit your circumstances.
At minimum once a year — and any time your circumstances change (a new job, marriage, child, business sale, retirement). Financial planning is not a once-off event; it’s an ongoing relationship. We’ll proactively reach out to keep your plan aligned with your life.
Yes — extensively. We help business owners with key-person cover, buy-and-sell structures, business assurance, succession planning, retirement funding through the business, and structured wealth strategies that bridge personal and business finances.
Our offices are in the Old Mutual Building, Cnr Frikkie Meyer Blvd & Barrage Rd, Vanderbijlpark. We serve clients across the Vaal Triangle and beyond — and we’re happy to meet at your home, business or via video call, whichever suits you best.
Absolutely. Many of our most valuable conversations start with a structured review of what you already have. Often, small adjustments — a beneficiary update, a fund switch, a missing piece of cover — make a significant difference to your long-term outcome.
Contact our short-term specialist, Samantha Leighton, directly via the practice — phone +27 (0)16 910 7708 or email llubbe2@oldmutual.com. She handles claims, policy amendments and asset valuations end-to-end.
Pick up the phone, send an email, or click below to choose what you’re interested in — we’ll do the rest.
Use our quick interest selector — choose one or more areas and we’ll reply within one working day with a tailored next step.
Open enquiry formTell us what you’re interested in and the best way to reach you — Louw or a team member will be in touch within one working day.
Your email client has opened with the details. We’ll reply within one working day.
