Msizi Cwele- PFA

Msizi Cwele- PFA I help families and individuals with Personal financial Plans at Old Mutual Personal Financial Advice

Have you asked yourself? Let us discuss
15/03/2025

Have you asked yourself? Let us discuss

For my clients and Prospects at Morningside office. Come get a Calendar for your office.
13/12/2024

For my clients and Prospects at Morningside office. Come get a Calendar for your office.

Happy Holidays Everyone
12/12/2024

Happy Holidays Everyone

We don't encourage people to Kill themselves. But here's a change if someone with OMP funeral benefit commits su***de an...
28/10/2024

We don't encourage people to Kill themselves. But here's a change if someone with OMP funeral benefit commits su***de and cover has been active for 6 months. A valid claim can be made

Why Choose Me as Your Old Mutual Personal Financial AdvisorHaving me as your Personal Financial Advisor can make a signi...
18/10/2024

Why Choose Me as Your Old Mutual Personal Financial Advisor

Having me as your Personal Financial Advisor can make a significant difference in your financial journey. Here’s how I can help:

1. Personalized Approach: I take the time to understand your unique circumstances, goals, and aspirations, allowing me to create a customized financial plan that works for you.

2. Expert Guidance: With my knowledge of Old Mutual’s products and the financial landscape, I can offer you informed advice and insights tailored to your needs.

3. Holistic Financial Management: I’ll help you navigate various aspects of your finances, from investments and retirement planning to insurance and savings, ensuring a comprehensive strategy.

4. Goal-Oriented Planning: Together, we can set clear financial goals and develop actionable steps to achieve them, whether it's buying a home, funding education, or planning for retirement.

5. Ongoing Support: I’m here for you every step of the way. Regular check-ins and adjustments to your plan mean that we can adapt to changes in your life and the market.

6. Peace of Mind: Knowing you have a dedicated advisor who understands your financial journey provides confidence and reduces stress, allowing you to focus on what matters most to you.

In summary, having me as your Old Mutual Personal Financial Advisor simplifies your financial management, making it easier for you to achieve your goals and secure your financial future. Let’s embark on this journey together!

Be insured
16/10/2024

Be insured

Have you gone for your regular check up?
16/10/2024

Have you gone for your regular check up?

Breast cancer awareness Month.
16/10/2024

Breast cancer awareness Month.

07/10/2024

What different from what I do is that. I insist on having a Teams meeting with each of my new clients. To save my time and determine how serious are you about your finances. Whether it’s for a discussion for a Life cover, Investment, House or Vehicle Insurance.

I am aware that most clients are not used to Personalized financial planning.. In fact Clients are simply not used to personalised service and attention.

Getting a client to spend 30 minutes of their time for them to go through what are they covered for is too important to me. Going through the various options so that the decision of choosing option C instead of A, B and D.

My model may definitely not be for those who want to scale up quickly at whatever cost.

I honestly don’t believe in that non intermediated distribution of Call Centres.

With everyone that I meet. I create a strong relationship and work culture that looks at details and not that thing of not even knowing who you dealt with. I'm the Go to person with everything.

Anyway in insurance the tricky part is always on the details . IF you are able to entrust a stranger that’s on the other side of the phone,with your details and believe everything to be done at your best interest, then your level of faith is top notch. I want that kind of faith.

Relationships are everything. Have someone open enough to welcome you, listen to you than to be just a number.

Get registered for Old mutual mutual rewards and start earning points.
03/10/2024

Get registered for Old mutual mutual rewards and start earning points.

Your financial planner
01/10/2024

Your financial planner

Address

199 Peter Mokaba Road
Durban

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