Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Shivan Zaahir Mewalall, Financial Consultant, 3 On Crescent, Cascades Crescent, Cascades, Pietermaritzburg.
As a Financial Advisor at Old Mutual, I provide financial solutions to individuals, small and medium-sized businesses, and corporates in South Africa, the rest of Africa, and certain other emerging markets. Specializing in:
• Life Cover
• Funeral Cover
• Short-Term Insurance
• Vehicle Insurance
• Tax-Free Investments
• Offshore Investments
• Business Cover
• Corporate Solutions
• Retirement Annuities
• Disability Cover
• Provident Fund
09/07/2022
When's the last time you reviewed your financial situation? 🤷♀️
In order to achieve your money goals, you should develop good money habits, create a solid financial plan, take action, and perform regular check-ins.
Contact me today and we can get started on your personal financial plan!
09/07/2022
Financial Literacy is just as important as any other type of literacy! 🧐
Benefits of Financial Literacy:
1. Ability to make better financial decisions
2. Efficient money and debt management
3. Greater negotiation skills
4. Less financial stress
09/07/2022
Contact me today for a quote! 😁
It's never too early to be prepared!
Make sure you and your loved ones are taken care of - no matter what the future may hold.
09/07/2022
Financial advisors are experts who can provide financial advice and help you manage your money! 💪
Some people have ongoing relationships with their financial advisors, whom they meet a few times in the year.
Others may prefer to handle most of their financial decisions by themselves and only consult with a professional from time to time for specific problems. 🤓
What can a Financial Advisor help you with?
🔘 Choosing and managing investments
🔘 Saving for kids university
🔘 Figuring out how you will pay for retirement
🔘 Taxes
🔘 Creating a will
🔘 Insurance
🔘 All-around financial organization
09/07/2022
Financial wellness is a big concept. It is like looking at the bigger picture but when you do that you cannot ignore the smaller bits which help in making the picture whole. 🧐
Spending carefully, budgeting, saving, financial literacy, and financial independence are these smaller parts of the bigger picture of financial wellness. 😇
So, understand the importance of all these smaller parts so that the big picture is whole and complete.👏
09/07/2022
In life, you've always got to look out for #1 and that is YOU. ❗️
Have you noticed that when you’re preparing to take off in an airplane the flight attendant demonstrates how to use the oxygen mask? 🛫
They always say to put your own oxygen mask on first before helping someone else. This is exactly how self-care works. We need to invest in our well-being before we can help others. 😇
09/07/2022
The first step to Financial Freedom is always difficult. But with guidance and support - anything is possible! 😁
Contact me today to set up a free consultation!
05/07/2022
It is important to create a financial plan so that you can always keep an eye on your goals 🔥
Write down your plans under these headings:
1️⃣ Short Term Goals - these are goals you want to achieve in the next 1-2 years.
2️⃣ Medium Term Goals - goals you want to achieve within 3-5 years.
3️⃣ Long Term Goals - these are big goals that could take more than 5 years to achieve.
05/07/2022
Good advice from a professional helps you to create a financial plan that is realistic 👌
I will assess your financial goals, investment time frame, and tolerance for risk and monitor these over time.
In addition, I can provide guidance in times of market downturns and personal financial stress, ensuring that your plan is tailored for your changing needs and circumstances 💯
Contact me for more information.
05/07/2022
With Business Insurance for CONTRACTORS and TRADESMEN, business owners can get back in the game in no time.
Get ahead of life, no matter the challenges your business faces.
Contact me to get a business insurance quote today!
05/07/2022
There are many benefits of a financial advisor ⚖️
Once you've decided to work with an advisor, the question becomes how to find the right financial advisor.
People need to be honest with themselves if they are interested in managing their money
📈
| Monday | 08:00 - 15:30 |
| Tuesday | 08:00 - 15:30 |
| Wednesday | 08:00 - 15:30 |
| Thursday | 08:00 - 15:30 |
| Friday | 08:00 - 15:30 |