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
Choose the option that works best for you.
Thank you. One of our advisors will be in touch within one business day.
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.
From protecting what you have today to building what you’ll pass on tomorrow.
Comprehensive, long-term strategies aligned to your life goals.
Disciplined portfolio management built for long-term, steady growth.
Protection plans that safeguard your family’s future.
Specialised coverage to protect the business you’ve built.
Clear roadmaps to help you retire on your terms.
Preserve what you’ve earned and transfer it with intention.
Comprehensive group benefit solutions that attract, retain, and protect your most valuable asset — your people.
Practical coverage for the things you own today — your home, vehicle, business premises, and more.
Take your wealth beyond borders — diversify internationally and access global growth opportunities.
Not sure where to start? Our advisors will help you identify exactly what you need.
A boutique wealth advisory experience powered by one of Africa’s most trusted financial institutions.
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.
“We don’t predict the future. We prepare you for it.”
Relationship · Process · Fit
We determine the start of our journey, and whether we’re suited to each other.
Data Gathering
All necessary information is gathered to build an accurate picture of where you stand today.
Affordability · Achievability
We determine the most appropriate conditions suited to you and your unique needs.
Direction We’re Heading
Your personalised financial plan takes shape. We’re aligned and ready to proceed.
Implement · Create · Build
All checks are in place. Your strategy is implemented with precision and care.
Stay the Course
We maintain the course through regular reviews — adapting as your life and the markets evolve.
Part of Africa’s most trusted financial institution since 1845.
Several advisors hold the Certified Financial Planner® designation — the highest standard in financial planning.
We understand your goals, explain every recommendation, and review your plan regularly.
More than 40 years guiding clients through every kind of market — calm and otherwise.
“Our advice isn’t measured in pages. It’s measured in generations.”
Six accredited advisors and dedicated support staff, each committed to your long-term success.
Executive Financial Advisor
CFP®
Executive Financial Advisor
Senior Financial Advisor
Senior Financial Advisor
Financial Advisor
CFP®
Financial Advisor
CFP®
Executive Assistant
Executive Assistant
Executive Assistant
Executive Assistant
Our team draws on a wider network of professionals to ensure you always receive the best advice.
Your financial future starts with a single conversation. Choose how you’d like to reach us.
Send us a message
Thank you. One of our advisors will respond within one business day.