OLD Mutual Financial Planner – DIDIMATA – Lenie de Jager

  • Didimata-Mail-Sig-MEZA-Sales-Code-Tongesai

Place Category: Attractions and Local BusinessPlace Tags: financial planner and insurance

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  •  Our Vision

     Our vision is to become our customers’ most trusted partner-

    Passionately helping them achieve their lifetime financial goals.

     

    Values

    • Accountability: Honour commitments and keep promises
    • Respect: Demonstrate through actions and attitude, care for the feelings and rights of others
    • Integrity: Act and behave according to the highest ethical and moral standards
    • Pushing beyond boundaries: Committed to transforming the future into something all South Africans can look forward to

    LIFE INSURANCE

    Protect your family. Life Cover pays out a lump sum when you pass away.

    DISABILITY

    Suited to small and medium sized businesses who are looking for a simple and cost-effective solution to pension and provident funds that are tailor-made to their needs.

    ACCOUNTING SERVICES

    Profiding complete, professional and reliable Accounting services, for you and your business.

    INVESTMENTS

    Investing or saving money is key to achieving the goals you have set in life.

    RETIREMENT

    Retirement planning is key if you want to enjoy your retirement. Retirement planning consists of two phases: pre-retirement funding and post-retirement income.

    WILLS & TESTAMENTS

    Will & Testament – the most important document to sign during your lifetime.

    SHORT-TERM INSURANCE

    THE WISER YOU, knows the importance of having reliable car and household insurance.

     

    Business Type: Personal Financial Planning,  Investment Management, Retirement Planning, Old Mutual Insure (Short-Term Insurance), Business Assurance

     

     

     

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