FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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Understanding your goals

Your first step into the world of investments is deciding what you want to achieve. We believe one of the the best ways to achieve your goals is with the help of your financial adviser.

Your financial adviser will gain a complete understanding of your financial goals and will find ways to tailor an appropriate investment solution to match your circumstances and objectives. Whether you are saving for a specific target, such as education costs, or investing for your long term income in retirement, understanding your financial goals is the most important part of the process.

 

The information provided on this page is not intended to offer advice. It is based on Old Mutual International's interpretation of the relevant law and is correct at the time of publication. While we believe this interpretation to be correct, we cannot guarantee it. Old Mutual International cannot accept any responsibility for any action taken or refrained from being taken as a result of the information contained on this page.

Past performance is no guarantee of future returns. The value of the investments and the income from them can go down as well as up and the investor may not get back the amount invested. Where a transaction involves more than one currency the investor may be exposed to the risk of currency fluctuations.