CONSUMER BENEFITS

Masthead believes that South Africans are better off with financial advice.

Who we are

 

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.

 

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.

 

Our value to our clients

 

Our clients’ financial life plan remains our top priority. Our planners use a regulated advice process which aims to provide clients with independent financial advice which is unbiased, fair and transparent.

All Masthead Financial Planners are expected to comply with a code of conduct, which covers areas ranging from confidentiality, competence and compliance to provision of relevant information and integrity. The code aims to ensure that consumers can approach Masthead Financial Planners with confidence, knowing they are dealing with independent experts, committed to the highest ideals of the financial planning profession.

 

At Masthead Financial Planning, we believe in the value of objective financial advice and the importance of seeking professional assistance in this regard.

Masthead Financial Planning Complaints Resolution Process

Masthead Financial Planning Conflict of Interest Policy