Old Mutual PFA Claremont

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Old Mutual PFA Claremont

Your trusted team of experienced financial planners at Old Mutual Personal Financial Advice Claremont.

We are dedicated to providing holistic financial planning, offering a wide range of tailored solutions to help you achieve your financial goals.

21/01/2026

Great coffee is waiting for you (and your clients)☕️

Do you want to be part of the Old Mutual South Africa PFA Newlands team.

Send me your CV and let us have a chat over some great coffee in our newly re-imagined office.

Financial Adviser Opportunities are available and we are ready to welcome you to our team.

26/11/2025

🌟 Join Our Diverse Team of Financial Advisers in Newlands, Cape Town! 🌟

Are you passionate about helping people achieve their financial goals—and even exceed their wildest dreams? At Old Mutual Personal Finance, we’re on a mission to write Africa’s financial story, and we want YOU to be part of it!
We offer the tools, support, and guidance you need to make a real impact in your community by providing sound financial advice and solutions.

What we’re looking for:
✅ Self-starters with strong networking and relationship-building skills
✅ Matric (Grade 12)
✅ Financial industry experience (advantageous)
✅ Regulatory Exam (RE5) advantageous
✅ Valid driver’s license
✅ Clear criminal and credit record
✅ Tech-savvy and entrepreneurial spirit

📍 Location: Newlands, Cape Town

Ready to grow your career and make a difference?
📩 Send us a message

23/09/2025

Stand a chance to win 1 of 4 x R500 Takealot Voucher!

28/05/2025

🎉 Great News for Your Retirement Savings! 🎉

When you commit to your future, we believe you should be rewarded — and now you can be even more!

From 26 May to 31 July 2025, the Optimal Booster on the Max Optimal Retirement Annuity Plan is increasing from 2.5% to 3.5% — that’s an extra 1% added to your fund value at the end of year five! 💰

It’s our way of helping you get more from your long-term savings — because every bit counts when building a secure, comfortable retirement. 🌅

✅ Available on all new qualifying plans submitted during the offer period.
✅ More value when you stay committed.
✅ A smarter way to save for the future.

Talk to your Claremont financial adviser today and take advantage of this limited-time offer! 📞✨

17/05/2025

🎉 Celebrating 180 Years of Trusted Partnerships 🎉

This year, Old Mutual proudly marks 180 years of delivering personalised financial planning and building lifetime relationships with our valued clients. 💚

Since 1845, we've stood by generations of customers—guiding them through every stage of life with advice, solutions, and support they can trust. From safeguarding futures to helping dreams take flight, your journey has always been at the heart of ours.

Here's to 180 years of legacy, impact, and unwavering commitment—and to many more years of walking this journey together. 🙌

15/05/2025

🎉 WIN a R1 000 Takealot Voucher! 🎉

Want a chance to treat yourself on Takealot? It's simple – just speak to your trusted Old Mutual PFA Claremont adviser today to find out how YOU could win a R1 000 voucher! 💸🛒

Don’t have an adviser yet? No problem! Call our office at 021 673 2100 and one of our advisers will call you back.

Don’t miss out – opportunity knocks once, and it might just come with a shopping spree! 😉

📞 Contact your adviser now and get started.

14/05/2025

🌟 Interested in a career as a Financial Planner?

Join Old Mutual for a FREE webinar and find out how you can build a rewarding career helping people achieve their financial goals.

📅 Date: 23 May 2025
🕝 Time: 14:30
📍 Where: Online (register to attend)

Whether you're just starting your career or looking for a new direction, this session will give you valuable insights into what it takes to succeed as a financial planner — and how Old Mutual can support your journey.

✅ Register now: https://bit.ly/3GIlkId

Don’t miss this opportunity to learn, ask questions, and take the first step toward a meaningful career!

13/05/2025

💡 Life Cover vs Funeral Cover – Know the Difference!

🔹 Funeral Cover pays for the cost of the day – things like the service, coffin, and burial.
🔹 Life Cover helps your family survive long after the funeral. It covers the financial gap you leave behind – so your children can still go to school, the bills are paid, and life carries on.

👉 Your kids will still be here. Your partner will still need to provide. But YOU won’t be.

✅ Get your cover in place.
✅ Protect your family’s future.

📞 Contact one of our experienced financial advisers at Old Mutual Claremont PFA today – we're here to help you choose the right cover and give your loved ones the protection they deserve.

12/05/2025

🌼 Happy Nurses Day! 🌼

Today we celebrate the heart and soul of healthcare—our incredible nurses. Thank you for your tireless dedication, compassion, and strength. You’re the ones who comfort us in our most vulnerable moments, advocate for our well-being, and work day and night to keep our communities healthy.

Let’s take a moment to recognize everything nurses do and remember to say thank you—not just today, but every day. Your care makes the world a better place.

Thank you from all of us at Old Mutual PFA Claremont. 💚

We see you, we appreciate you, and we are forever grateful. 💙

11/05/2025

Happy Mother’s Day!

Today, we celebrate the incredible women who give so much of themselves every single day. To all the mothers, grandmothers, stepmoms, mother figures, and those who love with a mother’s heart — thank you.
Your strength, love, and selflessness shape lives in ways words can’t describe. We appreciate you today and every day.

Thank you, Moms! You are truly the heart of the world.

05/05/2025

☕️ R700 a month on coffee? Totally normal.

But did you know that’s also what life cover could cost—or even less?

We often don’t think twice about our daily cappuccino, but hesitate when it comes to protecting the people we love.

✅ Coffee: Gone in 10 minutes.
✅ Life Cover: Peace of mind for years.

So, what will you choose this month—coffee or cover? Get in touch with one of our Financial Planners at Old Mutual Claremont PFA to start your journey.

Address

2nd Floor, Grove Avenue, Grove Exchange Building
Cape Town
7708

Telephone

+27216732100

Website

http://www.oldmutual.co.za/

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