Benefits

Why we are DIFFERENT

We are the only Financial Representatives that are OFFICIALLY Affiliated to the SA WELFARE industry to be able to offer the individual and/or company the privilege of DONATING MONEY to the WELFARE Industry through his/her Estate Planning exercise. We are also officially connected to pay them part of the COMMISSION on signing the contract on any policy through us.

Please just mention this to our office, when contacting us and we will ring fence your name immediately in this regard. Any future dealings that derive from your relationship with us, would then pay this Welfare organisation a portion of the COMMISSION.

 

We have a 23 year experience background, contingency plan for younger and older clients , are working directly under the Old Mutual PFA protocols and disciplines....a 168 year old reputable Financial Services Company based in London, but with enormous footprint in South Africa and believe in transparency. our most important philosophy in life is: Live and let-live?

1.We offer a 6 monthly contact between ourselves and you as client of us.

2.We offer a fully transparent practice, declaring all fees and costs.

3.We offer updates on a regular basis, either through our office or from our Head Office(this is changeable on your instruction...but normally provides a lot of comfort)

4.We offer devoted and competent staff as back-up for the admin on your transactions.

5.We offer value for money.

Kind regards
Petrie Swanevelder

+27 44 3021717 w

+27 83 6533177 mobile

petries@oldmutualpfa.com

 

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Latest comments

16.11 | 10:47

Very inspirational & motivating.

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12.04 | 19:56

Ek Callie swanevelder Dane is baie lief vir jou.

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11.02 | 10:54

This Wealth inflation rate has escalated to 12 to 14 % over the past 3 years in SA.Take note, inflation is a very personal and customised issue...

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02.02 | 15:04

Hey Petrie

Dankie vir al jou hulp maat.

Paul

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