ADVICE FROM A MASTHEAD FINANCIAL PLANNING ADVISOR
The first step to realising your financial goals is to approach a Masthead Financial Planning Advisor. Our financial advisors have a track record for delivering appropriate, unbiased advice and following up with great service.
More reasons to connect with a Masthead Financial Planning Advisor
True advisor qualities
They are skilled advisors who are experienced in helping clients to transform their financial goals into reality. All our financial advisors have the key attributes we believe advisors should embody. They are emphatic, authentic, passionate, honest, disciplined, intellectually curious and skilled at listening for your true needs.
A code of conduct
Our advisors are expected to comply with our code of conduct. This highlights the importance of confidentiality, competence, compliance, integrity and the provision of relevant information. You can approach our financial planners with confidence, knowing they are committed to the profession’s highest ideals
Our financial advisors will aim to get to know you by following a regulated advice process. They will gain insight to your financial situation and identify your risk tolerance and what you want to achieve. They can then advise you with tailored solutions. This results in a fruitful, long-term relationship.
Our advisors present financial solutions from the product providers on our platform. There are currently almost 40 well-known and long-standing providers available to our advisors. With no obligation to offer the products of any specific provider, the advice you receive is objective, fair and transparent.
Our advisors deliver their best to clients, as they have full access to our support. Our team helps them comply with regulation, operate efficiently and maintain product knowledge through regular updates. They thus have more time to spend with you and are well equipped to deliver professional service.
Your financial plans remain on track, even if your financial advisor exits the industry. In the event of an exit, another Masthead Financial Planning Advisor would step in and continue to monitor your plans. A smooth transition is possible, thanks to a succession plan. In this way, there is no interruption for you.
You can enjoy our financial advisors’ service and support wherever you are in South Africa. With our national footprint, our advisors operate countrywide. They can also connect with you online, and conduct business through electronical channels.
Masthead Financial Planning is a subsidiary of insurance giant Old Mutual. Whilst we operate independently, we can access the support, expertise and experience of one of the biggest insurance companies in South Africa. This offers additional peace of mind.