About Wealth Doctors
Wealth Doctors is a modern and innovative Old Mutual Franchise, that offers end to end Financial Solutions. We specialise in holistic financial planning, are able to help you with debt rehabilitation –Β from debt consolidation to counselling, and have an in-house chartered accountant that can assist you with a full suite of accounting services. For a streamlined holistic approach to helping you with a bespoke financial plan that can not only suit your needs, your time, but your pocket too – talk to us at Wealth Doctors.
WHERE FINANCIAL COACHING MEETS PLANNING
Financial planning is a journey and we are of the best tour guides there are. We take all your financial dreams and goals and map out a plan to guide you on how to achieve them. Financial Freedom is but a mere click away.
Our Vision
To bring integrity and trust back to Financial Advice, while helping our customers create and protect their wealth.
Our Mission
To provide affordable holistic Financial Advice that sets our customer on a journey to financial freedom, risk protection and wealth creation, with a plan that they can trust, believe in and see results on.
Our Values
Integrity: We sell who we are, honesty and being ethical is why we are trusted.
Passion: Being passionate about educating our customers and providing them with the tools to achieve their financial goals is the heart of our organisation.
Wisdom: We only hire the best listeners with a passion for people, that apply their extensive financial planning knowledge wisely.
Customer First: We are devoted to understanding our customer, their needs and provide the best solution for them.
Great People: We value each other’s differences and diversity, and motivate each other to achieve great things together.
Strength: We are agile and move boldly, even in the face of adversity.
Policies
Agents
Years of experience
Free Wills and Plans
Every dream deserves a plan, let us help you plan with our free will and financial plan offer (valued at R4000.00).
What We Offer
No more generic products with “bells and whistles” you don’t need and no more empty promises. Our solutions are all about holistic, personalised and meaningful advice and solutions. We consider your unique needs and provide you with relevant advice that is tailored and flexible to adjust to your unique needs as and when they arise. Read more about the detail in our offering below.
Bespoke Insurance Policies
We can help you ensure what matters to you, is taken care of even when you are no longer in the positionΒ to do it yourself.
From protecting your ability to earn to your assets – we have the perfect solutions for you.
Holistic Financial Planning
Our solutions are all about holistic, personalised and meaningful advice and solutions. We consider your unique needs and provide you with relevant advice that is tailored and flexible to adjust to your unique needs as and when they arise.
Pre and Post Retirement Planning
Β Retirement planning can become very complex and will be the deciding factor on whether or not you enjoy your golden years. But with the right financial advice, you can make any retirement dream a reality.
Investment & Savings Solutions
All our investment offerings cater to individual investment needs, in the most tax and cost-efficient manner. Whether itβs investing for emergencies, retirement, education, pleasure, a rainy day or capital, Wealth Doctor’s has a flexible solution to fulfil your bespoke need.
Debt Counselling
Being indebted is the biggest indication that you need help and support in managing your finances. Wealth Doctors will implement a debt recovery strategy to help you breath while teaching you how to not end up in that very situation again.
Accounting Services
We are amongst the most renowned consultancies forΒ accounting outsourcing companies in South Africa consisting a team of finestΒ Business consultants that keeps reliable & up to date data of financial statements helping you to coordinate well with laws.
- OUR PRIVACY POLICY
- WHO ARE WE
- THE INFORMATION WE COLLECT
- ONGOING FINANCIAL SERVICES
- DISCLOSURE OF INFORMATION
- INFORMATION SECURITY
- YOUR RIGHTS
- CONCLUSION
At Wealth Doctors, we are committed to protecting your privacy and ensuring that your personal information is collected and used properly, lawfully and transparently in compliance with the Protection of Personal Information Act.
This Notice explains how we obtain, use and disclose your personal information and aims to inform you of your Tab Titlerights and how to exercise them.
This Notice sets out:
- Who we are
- What information we collect and from where we collect it
- The purposes for which we use your information
- Our aim to provide ongoing financial services
- To whom we disclose your information
- How we safeguard your information
- Your rights to access and correction and deletion of information
- Changes to this Notice
- How to contact us
- The Information Regulatorβs contact details
WHO WE ARE
In this Notice, βWealth Doctorsβ, βOld Mutualβ or βweβ refers to one or more of the companies/entities in the Old Mutual Group that operate in South Africa.
THE INFORMATION WE COLLECT
We collect and process your personal information mainly to provide you with access to our services and products, to help us improve our offerings to you and for certain other purposes explained below. In order for us to do this, you must provide us with the information that we request, failing which we cannot enter into a relationship with you or assist you.
When you provide us with information about third parties (for example your spouse, beneficiaries and/or dependents), we will process their personal information to issue a policy/benefit and to pursue their legitimate interest. We will furthermore process personal information for the purposes set out in this Notice. You warrant that when you give us personal information about third parties, this information is accurate and correct and you have received their permission to share their personal information with us for the purposes set out in this Privacy Notice or any other related purposes. If you are giving consent for a person under 18 (a minor) you confirm that you are a competent person and that you have authority to give their consent on their behalf.
The type of information we collect will depend on the purpose for which it is collected and used. We will only collect information that we need for that purpose.
We collect information directly from you where you provide us with your personal details, for example when you apply for a product or services from us or when you submit enquiries to us or contact us.
We also collect information, including criminal and medical information, about you from other sources, such as:
- Third parties for the purposes listed below, for example credit reference and fraud prevention and law enforcement agencies.
- Other insurers to prevent fraudulent claims.
- Other companies in the Old Mutual Group for the purposes listed below, or when we believe it will enhance the services and products we can offer to you, but only where you have not objected to such sharing. This includes supplementing the information that you provide to us with information we receive from other companies in the Old Mutual Group in order to offer you a more consistent and personalized experience in your interactions with Old Mutual, and to ensure that we have updated information about you.
We have a duty to take all reasonably practicable steps to ensure your personal information is complete, accurate, not misleading and updated on a regular basis. To enable this, we will always try to obtain personal information from you directly, and we shall appreciate it if you would keep your personal information up to date and accurate. You can do so by logging on toΒ MyPortfolioΒ whenever your details change or by contacting us atΒ PIManagement@oldmutual.com. Where we are unable to do obtain personal information from you directly, we will make use of verifiable independent third party data sources.
Website usage information is collected using βcookiesβ which allows us to collect standard internet visitor usage information. This includes information about how you logged on and from our website, including your IP address, information about your visit, your device information and how you use our website. This will include the capture of your approximate location information – please see theΒ Cookies PolicyΒ on our website for further information on this.
Given our aim to provide you with ongoing financial services, we would like to use your information to keep you informed about other financial products and services which may be of particular interest to you.
Please sms your ID number to 30994 if you do not want to receive such financial services information. You may opt out at any time if you donβt want to receive any further communications of this nature.
You may also give and withdraw consent and tell us what your communication preferences are by contacting us at:
- Customer Call Centre:Β 0860 50 60 70
- MyPortfolio
- Service@oldmutual.com
We may disclose your personal information to our service providers who are involved in the delivery of products or services to you. We have agreements in place to ensure that they comply with these privacy terms.
We may share your personal information with:
- Third parties for the purposes listed above, for example credit reference and fraud prevention agencies, law enforcement agencies.
- Other insurers to prevent fraudulent claims.
- Other companies / entities in the Old Mutual Group and, where appropriate, Old Mutual sponsored retirement funds, for the purposes listed above, or when we believe it will enhance the services and products we can offer to you, but only where you have not objected to such sharing.
- Other third parties from whom you have chosen to receive marketing information.
We may also disclose your information:
- Where we have a duty or a right to disclose in terms of law or industry codes; or
- Where we believe it is necessary to protect our rights.
We are legally obliged to provide adequate protection for the personal information we hold and to stop unauthorised access and use of personal information. We will, on an ongoing basis, continue to review our security controls and related processes to ensure that your personal information is secure.
- Our security policies and procedures cover:
- Physical security
- Computer and network security;
- Access to personal information
- Secure communications
- Security in contracting out activities or functions
- Retention and disposal of information
- Acceptable usage of personal information
- Governance and regulatory issues
- Monitoring access and usage of personal information
- Investigating and reacting to security incidents
When we contract with third parties, we impose appropriate security, privacy and confidentiality obligations on them to ensure that personal information that we remain responsible for, is kept secure.
We may wish to transfer your personal information to another country for processing or storage. We will ensure that anyone to whom we pass your personal information agrees to treat your information with the same level of protection as we are obliged to.
YOUR RIGHTS
We will take all reasonable steps to confirm your identity when you exercise your rights.
Access to information
You have the right to request a copy of the personal information we hold about you. To do this, simply click here to log intoΒ MyPortfolioΒ to review your personal information or contact us atΒ PAIA@oldmutual.comΒ and specify what information you would like.
Please note that any such access request may be subject to a payment of a legally allowable fee.
Objection to processing
In certain cases, you have the right to object to the processing of your personal information. If you want to object, please contact us atΒ PIManagement@oldmutual.com
Correction of your information
You have the right to ask us to update or correct your personal information. You may do this by clicking here to log intoΒ MyPortfolioΒ to review and change your personal information or by contacting us atΒ PIManagement@oldmutual.com.
Deletion of your information
You agree that we may keep your personal information until we destroy your information based on Old Mutualβs destruction standards. You have the right to ask for deletion or destruction of your personal information β we will do that unless the law requires us to keep it or if we need it for legitimate business purposes. You may do this by contacting us atΒ PIManagement@oldmutual.com.
Automated decision making
You agree that we may process your personal information by using automated means (without human intervention in the decision making process) to make a decision about you or your application for any product or service you may query the decision made about you.
CHANGES TO THIS NOTICE
Please note that we may amend this Notice from time to time. Please check this website periodically to inform yourself of any changes.
HOW TO CONTACT US
If you have questions about this Notice or believe we have not adhered to it, or need further information about our privacy practices, please contact us atΒ Privacy@oldmutual.com.
INFORMATION REGULATOR
You have the right to complain to the Information Regulator, whose contact details are:
http://www.justice.gov.za/inforeg/index.html
General enquiries:Β inforeg@justice.gov.za
Complaints:Β complaints.IR@justice.gov.za
Our Team of Experts
We have a team of the best Financial Advisors, read through their introductions and choose one that will best align with your Financial Planning Strategy. You can email us to info@wealthdoctors.co.za if you’d like to know more about any of the advisors below and we will send you their profiling introduction.
Sanet Gelderbloem
Office Manager
Click on the image to learn more about me.
Shamiela Jacobs
Para-planner
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Brett Logarsperan
Senior Financial Planner
Click on the image to learn more about me.
Daphne Moatli
Senior Financial Planner
Click on the image to learn more about me.
Johan Fourie
Senior Financial Planner
Click on the image to learn more about me.
Qasim Nur
Executive Financial Planner
Click on the image to learn more about me.
Speak to any Advisor
If you’re still unsure on who of our team of Financial Advisors, planners and coaches you’d like to connect with – or would like to speak with any of the advisors, engage in a chat by clicking on the button below.
MORE ABOUT MUTSHIDZI
“Wealth Creation and Wealth Preservation”. This has always been my philosophy when taking my clients through their journey’s of financial planning.
Mutshidzi is a holistic financial planner that specialises in risk planning and solutions, but is an exceptional Wealth Planner and Manager too.
Mutshidzi, please contact me!
MORE ABOUT NADIA
As a leader in the business, I have chosen to partner with the muscle of Old Mutual to help me achieve this goal of creating a space where the right advice and product is sold to the customer at the right time, all while ensuring that the advisors are swiftly enabled to be able to deliver on our vision as a collective.
I, with 12 years of leadership experience within the insurance industry, consider myself a disrupter, values and results-driven leader with a passion for people and efficiencies. My personal plight within the business is financial education, especially in previously disadvantaged communities. I drive to empower my team with enough skills and resources to help their customers protect, create and preserve their wealth.
Nadia, please contact me!
MORE ABOUT RAASHEED
Raasheed is a senior Financial advisor for Wealth Doctors. He resides in Athlone, Cape Town and is a health and fitness enthusiast who has a passion for cooking in his spare time. He services customers face to face and digitally throughout the country. While Raasheed is able to offer holistic financial advice and is accredited to advise on all of Old Mutual Offerings, his speciality is Risk Cover.
Raasheed, please contact me!
Get In Touch
If you would like a tailor-made solution for you and/or your business, you can choose an advisor from our panel of highly qualified financial advisors to assist you. Leave your details below and we will contact you.