GEORGE BUSINESS NEWS - Old Mutual Private Wealth Management (PWM) celebrated the opening of their new offices in York Street at the Oubaai Hotel & Spa in Herold's Bay on Wednesday 2 March.
PWM financial planners Solly Myburgh and Marius Bezuidenhout invited their clients and prominent business leaders to enjoy an evening with Andrew Bradley, chief executive officer at Old Mutual Wealth. Bradley, one of the co-authors of the best-seller How much is enough?, explained how much is enough to provide for current as well as future lifestyle needs.
Old Mutual Private Wealth Management has managed over R14,7-billion on behalf of its clients over the past 15 years and has a national footprint of area offices in George, Pretoria, Sandton, the West Rand, Cape Town and Durban.
Through integrated wealth planning, PWM assists its clients to build a financial plan that bridges the gap between where they are now and where they want to be.
- EMPOWERING clients to make the right financial decisions based on their needs and aspirations
- BUILDING a sincere relationship with clients to better understand their lifestyles, goals and interests
- PROVIDING multiple levels of support through employing people who aspire to understand clients.
Through PWM's structured advice process, clients have access to wealth management solutions as well as specialist capabilities including Private Client Securities, Fiduciary Services, Old Mutual International and a range of specialist investment solutions, such as private equity and offshore funds.
For more information on how PWM can help you build and sustain your wealth, contact Solly Myburgh or Marius Bezuidenhout on 044 803 1200 or visit www.privatewealth.co.za
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