You’re unique – your plan should be too…
Every dream starts with a plan, one that outlines financial products and services to help you reach your financial goals. Our experienced financial planners and advisers get to know you by conducting a financial needs analysis based on your facts, figures and preferences and recommend solutions to help you reach YOUR FINANCIAL GOAL through a bespoke financial plan. Share your hopes and dreams with your adviser to allow them to develop a plan that’s unique to you. You are unique, your plan should be too.
Individual & Umbrella Policies
Protect
We can help you ensure what matters to you, is taken care of even when you are no longer in the position to do it yourself. From protecting your ability to earn to your assets – we have the perfect solutions for you.
Create
At Wealth Doctors, we believe in offering investment solutions that are as unique as our customers’ are. After all, no two people’s needs are the same. We are all about the bespoke solution – your wealth, your choice, our guidance.
Preserve
Our financial advice looks at your specific retirement needs and builds a customised plan to help you save and invest for your ideal retirement, protect it from life’s unexpected events and ensure that you can not only retire comfortably
Bespoke Goal Development Plans
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. Choose a life stage below that best suits you, and read about how Wealth Doctors can help you financially plan a brighter future.
Savvy Starter
You’re young and starting out, but want to set a good foundation in your wealth journey – let us help you.
Professional
As a professional, you appreciate expert advice – this is how we can help you.
Family Provider
Public Sector
Agrimarket
Income Preserver
Farming is the cornerstone of every country. You take care of the farm, while we take care of you.
Small Steps to paying off debt
Managing your Debt
Debt is one of the most important topics in personal finance, but it’s not well understood, and it can be overwhelming. In this podcast episode, Thando from Small Steps to Freedom answers a few questions you may have about debt.
If you are struggling to manage your debt, and need help structuring your finances – reach out, we will be happy to hold your hand in helping you rehabilitating your finances.
Financial repair analysis
Financial Repair provides you with a plan, a
financial coach and all the tools necessary
to balance your budget, address your debt
challenges and sustain your long and short
term financial plans.
Get Rewarded
Imagine being rewarded for saving, taking control of your finances and working towards your financial goals…
With Wealth Doctors and Old Mutual, you can and it’s so easy. Learn more by downloading our brochure below or watch this 2-minute video.
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.