top of page

Welcome to SBFC WEALTH PARTNERS.
We are a fully accredited Old Mutual Agency Franchise.

Bolstered by Old Mutual's more than 175 years of experience as South Africa's most trusted financial services provider, and offering a range of  innovative investment, risk and financial planning products, our advisors are provided with a tried and tested road map to succeed in everything they do. We follow an advice led proposition encompassing the various life stages of our valued clients using the latest technology to ensure accessibility at any given time.

OUR ADVISORS

Our advisors are a fully accredited and hand picked professional team with many years experience in all aspects of financial planning. We are constantly adapting to the changing work environment and have access to excellent intelligent virtual tools to ensure that we always stay in touch whenever, wherever.

TEAM PLANNING STRATEGY

We believe in the concept of teamwork and we follow stringent operational protocols. Our best-practice, advice led philosophy helps to ensure that the financial advice our clients receive is appropriate to their needs and circumstances. Our advisors also have the ability to leverage off the specialist expertise of the Old Mutual Group to bring an integrated financial planning experience.

ANALYSING AND PREPARING THE FINANCIAL PLAN

We utilise the most state of the art tools and technology to ensure that accurate and appropriate solutions are proposed. Information is available on demand and is always current. Anytime, every time.

IMPLEMENTATION OF THE FINANCIAL PLAN

Should our recommendations be acceptable, we pride ourselves on providing excellent ongoing service with at the minimum, annual reviews and support. As a value added service, we extend these services to the people that are important to you. Even if they are not clients of ours. If they are important to you, they are important to us.

bottom of page