Description about Financial Planning - Private Wealth Management- Darina van Zyl
I work for Private Wealth Management, a division of Old Mutual. My work involves the provision of financial planning services to the high-income / high-networth client segment. The following areas of personal financial planning form part of my work:
- risk planning - on death, disability, severe illness
- pre-retirement planning and investments
- at retirement planning and investments
- post-retirement planning and investments
- tax planning and investment optimisation
- estate planning
- investments
- business assurance - e.g. Buy and Sell agreements, Key man insurance
- employee benefits
Currently, we have in place product agreements with the following product provider companies: Investec, PPS, BoE, Fairbairn Capital, Old Mutual, Sanlam and Liberty Life.