About us

ABOUT US

Masthead Financial Planning (MFP), a subsidiary of Old Mutual, is a financial services provider, which operates across South Africa and assists clients to achieve their financial goals. Our planners provide clients with objective financial advice, tailored to meet their specific needs, and offer solutions based on a wide range of products.

Masthead was formed to enable financial planners retain their independence, manage their risk and flourish in an increasingly challenging industry. Our services to our planners include; Business support, Risk management and succession planning.

Our financial planners have been hand-picked based to ensure you of our integrity, competence, experience and capacity. Our national footprint ensures we can serve and support clients throughout South Africa.

OVERVIEW

Many independent financial advisors are seeking a solution to overcome the ever-increasing challenges of the advice industry, mounting regulation and rising costs.
Masthead, South Africa’s largest support organisation for independent financial advisors, offers the ideal answer through Masthead Financial Planning.

Launched by Masthead Distribution Services in October 2011, the dealer group offers advisors practical support under the nationally established Masthead brand.

Our professional team is committed to help and support financial advisory businesses by providing the very best products and services, as well as access to the knowledge, tools and expertise that is generally only available within large advisory businesses.

Some of the benefits you’ll gain include regulatory services, Financial Needs Analysis and Customer Relationship Management software, business development and income generating tools, professional indemnity cover and skills development opportunities to ensure you are professional from every perspective.

So, with the backing of a group dedicated to supporting professional intermediaries, you can concentrate on what you do best, servicing your clients!