Understanding your goals

We want what’s best for you and your first step into the world of investments is deciding what you want to achieve. We believe the best way to achieve your goals is with the help of your financial adviser representative.

Your financial adviser representative will gain a complete understanding of your financial goals and, with the help of our risk profiling and asset allocation tools, will find ways to tailor a solution of the right product and investments 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.

Don’t have a financial adviser representative?

Choosing the right financial adviser representative to support you is a crucial decision. If you don’t already have one then we could help you find a financial adviser representative and also understand the main things to consider when choosing one.

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.