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Old Mutual Personal Financial Advice

Take Flight
With Us

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Building Wealth.
Protecting Legacies.
Creating Financial Freedom.

Mukheibir and Associates brings together 6 accredited advisors within Old Mutual’s Personal Financial Advice network — helping South African families and businesses plan, protect, and grow what matters most.

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What We Offer

Every service.
One purpose: your financial freedom.

From protecting what you have today to building what you’ll pass on tomorrow.

Financial Planning

Comprehensive, long-term strategies aligned to your life goals.

  • Goal setting & life stage analysis
  • Cash flow & budget planning
  • Tax-efficient structuring
  • Regular reviews & plan updates

Wealth Management

Disciplined portfolio management built for long-term, steady growth.

  • Unit trusts & discretionary investments
  • Risk-adjusted portfolio construction
  • Offshore & local diversification
  • ESG-aligned investment options

Life Insurance

Protection plans that safeguard your family’s future.

  • Life cover & death benefits
  • Disability & dread disease cover
  • Income protection
  • Funeral cover & gap insurance

Business Assurance

Specialised coverage to protect the business you’ve built.

  • Key person insurance
  • Buy-and-sell agreements
  • Business overhead protection
  • Business contingency cover

Retirement Planning

Clear roadmaps to help you retire on your terms.

  • Retirement annuities & preservation funds
  • Pension & provident fund advice
  • Living annuity & drawdown strategies
  • Retirement income planning

Estate Planning

Preserve what you’ve earned and transfer it with intention.

  • Will drafting & review
  • Trust structures & beneficiary nomination
  • Estate duty & liquidity planning
  • Legacy & generational planning

Employee Benefits

Comprehensive group benefit solutions that attract, retain, and protect your most valuable asset — your people.

  • Group life & disability cover
  • Group retirement fund solutions
  • Healthcare & medical aid benefits
  • Income protection for employees

Short Term Insurance

Practical coverage for the things you own today — your home, vehicle, business premises, and more.

  • Personal property & home contents
  • Motor vehicle insurance
  • Business & commercial cover
  • Liability & accident cover

Offshore Investments

Take your wealth beyond borders — diversify internationally and access global growth opportunities.

  • International portfolio management
  • Currency & geographic diversification
  • Global unit trusts & funds
  • Tax-efficient offshore structuring

Not sure where to start? Our advisors will help you identify exactly what you need.

Our Philosophy

We don’t predict the future.
We prepare you for it.

A boutique wealth advisory experience powered by one of Africa’s most trusted financial institutions.

How We Work

Take Flight With Us

We are a team of experienced advisors assisting clients with a plan for their financial future — complete with a personalised strategy and world-class financial solutions. “Take Flight With Us” is our own manual for developing that strategy, built around the ethos of Environment, Social, and Governance.

Environment Social Governance

“We don’t predict the future. We prepare you for it.”

01

Relationship · Process · Fit

Ground Level

We determine the start of our journey, and whether we’re suited to each other.

02

Data Gathering

Checking In

All necessary information is gathered to build an accurate picture of where you stand today.

03

Affordability · Achievability

Weather Conditions

We determine the most appropriate conditions suited to you and your unique needs.

04

Direction We’re Heading

Setting the Course

Your personalised financial plan takes shape. We’re aligned and ready to proceed.

05

Implement · Create · Build

Lift Off

All checks are in place. Your strategy is implemented with precision and care.

06

Stay the Course

Clear Skies

We maintain the course through regular reviews — adapting as your life and the markets evolve.

Why Mukheibir & Associates

A partnership built on trust

Backed by Old Mutual

Part of Africa’s most trusted financial institution since 1845.

CFP®-Credentialed

Several advisors hold the Certified Financial Planner® designation — the highest standard in financial planning.

A Partnership, Not a Transaction

We understand your goals, explain every recommendation, and review your plan regularly.

Four Decades of Experience

More than 40 years guiding clients through every kind of market — calm and otherwise.

Our Partnership With You

What you can expect from us

We will always
  • Strive to acquire and maintain a thorough understanding of your financial goals.
  • Stay abreast of changes and trends in the financial services industry, and how these could affect you.
  • Update your financial information regularly to ensure it remains current.
  • Explain the implications of every financial planning strategy we recommend.
  • Meet with you regularly to review whether you remain on track to achieve your goals.
  • Resolve queries and questions at the point of contact.
  • Treat you with the utmost respect and professionalism.
We’d appreciate from you
  • Honestly share your financial aspirations and goals with us.
  • Keep the office informed of any life-changing events — address changes, banking details, or family developments.
  • Treat our team with respect.

“Our advice isn’t measured in pages. It’s measured in generations.”

Our Team

Meet the people behind
your financial future

Six accredited advisors and dedicated support staff, each committed to your long-term success.

Financial Advisors
Glen Mukheibir

Glen Mukheibir

Executive Financial Advisor

CFP®

Greg Ward-Able

Greg Ward-Able

Executive Financial Advisor

Etienne Haarhoff

Etienne Haarhoff

Senior Financial Advisor

Ilze Botha

Ilze Botha

Senior Financial Advisor

Frederik van der Westhuizen

Frederik van der Westhuizen

Financial Advisor

CFP®

Kuan Mukheibir

Kuan Mukheibir

Financial Advisor

CFP®

Support Team
Jayde Schreiber

Jayde Schreiber

Executive Assistant

Shané Hayes

Shané Hayes

Executive Assistant

Luzaan Loots

Luzaan Loots

Executive Assistant

Melony Williamson

Melony Williamson

Executive Assistant

Extended Support Network

Our team draws on a wider network of professionals to ensure you always receive the best advice.

Wayne RobertsBusiness Manager
Nitasha RagaLegal AdvisorCFP®
Zama DikanaRegional ManagerCFP®
Herman MosPractice Transformation Consultant
Get In Touch

Ready to take flight?
Let’s talk.

Your financial future starts with a single conversation. Choose how you’d like to reach us.

Office Hours
Mon – Thur: 08:00 – 16:30
Friday: 08:00 – 15:00
Closed weekends & public holidays

Send us a message

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