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Welcome to your financial advisor!

We focus on personal and commercial insurance, lump sum investments, retirement annuiaties, pension income and tax free saving plans. If you would like us to add you to our mailing list please send us your email address.

We Are Always Here

+27 83 792 5891

Office G07 Ground Level, Arbour Grove Office Park, 10 Oppenheimer Rd (Next to Makro Toti), Amanzimtoti, 4126

www.youradvisor.co.za

mvanvuuren1@oldmutualpfa.com

Service Portfolio

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Tax Free Savings

Are you planning on starting a family and you want to give them a good education? Or are you planning a second honeymoon?

  • Tax Free returns
  • No Penalties on withdrawals
  • Add more then one Beneficiary
  • Access Funds at any stage
Lump Sum Investments

Have you inherited funds and feel an itch to spend it unnecessarily on things you actually don’t need?

Get Great advise and earn interest according to your personal Investment Risk rating, Have access to funds and invest monthly or with Lump Sum Injections.

Retirement Annuity

Do you have enough to retire?
We have a policy that will make sure you can live a life worthy for all your hard work.

  • Booster Payments
  • We contribute
  • Add more then one Beneficiary
  • Retire with more funds
  • SARS Claims
Pension Income Plan

Everything is rising, will you be able to afford a comfortable retirement?

You can choose a regular, guaranteed income for life.
Flexibility in terms of income frequency – annually, bi-annually, quarterly or monthly.

Choose to increase your income annually or in line with inflation.
For investors who have a limited life expectancy or who want to leave tax efficient capital inheritance to their heirs, they can choose the capital preservation option.

Personal Insurance
  • Motor Insurance
  • Home contents
  • Building Insurance
  • All Risk Insurance
Commercial Insurance

Do you have all the basis covered in your business?
No business is without risk, whether you run a small commercial enterprise or operate a multi-national corporation.

The key to managing it is to partner with an insurer that understands the risks inherent in your particular field of business who will partner with your broker to provide a risk management solution to meet your specific insurance requirements. We provide cover in the following areas:

  • Fire
  • Theft
  • Motor
  • Liability Cover
  • Building Damage

Contact Me

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