Wealth Integrator Tool Demo
25:18
YouTubeOld Mutual
Wealth Integrator Tool Demo
The purpose of this video is to give financial planners a better understanding of our flagship financial planning tool, The Wealth Integrator. We provide insight into how it works and, most importantly, a clear view of how financial planners can use it to facilitate necessary trade-off conversations with clients that demonstrate their financial ...
653 viewsSep 11, 2023
Old Mutual Financial Services
Old Mutual
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Old Mutual is here to help you achieve your financial goals, every step of the way. Visit a branch near you today. | Old Mutual South Africa
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Old Mutual is here to help you achieve your financial goals, every step of the way. Visit a branch near you today. | Old Mutual South Africa
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The Old Mutual Financial Services Monitor 2024 is now available, providing critical data on the state of financial wellness in Kenya. Old Mutual Group CEO, Arthur Oginga, recently discussed the report's key findings with Yvonne Okwara on #PowerTalk, on Citizen TV, emphasising the need for increased financial literacy and proactive financial planning. This research offers valuable insights for businesses, policymakers, and individuals seeking to understand and improve their financial well-being.
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