Partner upInvesting is for the long term - you need to find the right partner
          personal financial planning and advice eight principles of investing financial partner

          Do your homework before you commit

          Before you decide to buy a new car, you do some homework. A car is a functional item that you may decide to sell again within 3-5 years. Isn’t it ironic that many investors spend more time researching their next car than they spend on checking the credentials of the company they will invest with?

          Investment is a long-term commitment. You need to be sure of the partner you are entrusting your financial future to. Here are some questions you should ask:

          • Does this company have a track record I can trust?
          • Are they reputable?
          • Are they licensed with the Financial Services Board?
          • What documentation is involved?
          • Do I understand the marketing material/application form?
          • Do I believe this company will still be around by the time the benefits become due? How accessible is this company?
          • Can I easily find their call centre number or website?

          In addition to choosing to invest with a reputable company, you need to find a financial adviser who can help you to achieve your financial goals. The questions you should be asking your financial adviser include:

          • Does the adviser have my financial wellbeing at heart?
          • Have my financial needs been taken into consideration?
          • Has my financial situation been reviewed as a whole?
          • Is he qualified to sell the product?

          Remember, it is your financial wellbeing that is at stake. You have the right to ask questions and receive honest answers.

          Contact a professional financial adviser to help you structure and maintain a portfolio tailored to meet your needs.

          Discover more principles of investingRead the rest of the principles by selecting the options below.
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          Copyright Old Mutual Limited 2020
          Disclaimer Privacy Policy
          Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.
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            Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.