The Finance Compass

Navigate Your
Financial Growth Journey

Because Finance Solutions Should be as Unique as You Are!

Personal Financial Solutions

Make your financial journey a smooth one, with products for every stop along the way.

Save & Invest

Tax free Savings Account

Stash your cash, tax free. Invest from R350/month.

SAVE & INVEST

Optimal Retirement Annuity

A retirement solution that adapts to life's twists and turns.

SAVE & INVEST

Flexible Plan

Invest when you want, withdraw when you need. For as little as R500/month.

SAVE & INVEST

Unit Trust

Create your free will online. It’s simple and hassle-free. Start the process today.

INSURE

EasiPlus Funeral Plan

Get funeral cover for the whole family - up to 20 people.

INSURE

The Finance Compass Gap Cover

Where medical aid stops, we start. Starts from R270/month.

INSURE

Travel Insurance

Where medical aid stops, we start. Starts from R270/month.

INSURE

Short-Term Insurance

Insure your car, home and other stuff you can't live without.

INSURE

Life & Disability

Make your family's security your first priority with an affordable plan.

INSURE

Health

Life happens. Get cover no matter what it throws your way.

BANK & BORROW

Personal Loans

Get a personal loan of up to R250 000 or consolidate your debt into one loan.

BANK & BORROW

Money Account

Transact and save as you swipe for just R5.25/month.

Wealth Management

The Finance Compass offers Wealth Management and Investment Solutions tailored to your needs and goals

WEALTH MANAGEMENT

Financial Planning

We co-create a financial plan that considers who you are as an individual.

WEALTH MANAGEMENT

Retirement Planning

We have a host of retirement solutions to secure your quality of life.

INVESTMENT SOLUTIONS

Strategy Funds

Get above-inflation, real returns on your investment to safeguard your lifestyle.

INVESTMENT SOLUTIONS

Offshore Investing

Access well-regulated and secure offshore opportunities to grow your wealth.

INVESTMENT SOLUTIONS

Investment Series

Access a core range of funds, handpicked to meet your needs and investment goals.

INVESTMENT SOLUTIONS

Index Funds

Consistent market returns with index funds and managed multi-asset funds.

INVESTMENT SOLUTIONS

Multi-Managed Funds

Experience expert asset managers and a diversified portfolio that targets inflation.

INVESTMENT SOLUTIONS

Responsible Investing

Select investments that uphold the things you truly value.

INVESTMENT SOLUTIONS

Guaranteed Solutions

We offer portfolios of local and global assets with various levels of guarantees.

INVESTMENT SOLUTIONS

Tailored Fund Portfolios

Tailor-made portfolios aimed at achieving clients’ specific financial goals.

Business Solutions

Whether you’re starting out or taking your company to the next level, we’re here to support you by providing you with access to capital and funding to help your business grow.

INSURE

Insurance for Business

Protect your business as it grows. Tailor made business cover from R249/month.

PROTECT

Keyperson insurance

Life insurance for key personnel ensures continuity should anything happen.

PROTECT

Buy and Sell Insurance

Business is retained by remaining business partners should one partner die.

PROTECT

Business Expenses Insurance

Pays a monthly amount if a key person becomes disabled or impaired.

PROTECT

Multisure

Comprehensive business insurance for small and medium enterprises.

PROTECT

Agriplus

For agricultural and personal insurance risks, all covered under one product.

PROTECT

Agriwine

Flexible insurance cover that caters for specific needs of the wine industry.

INSURE

Engineering

Insurance cover for machinery breakdown and more.

INSURE

Marine Insurance

Insurance for cargo, hull, containers and more.

INSURE

Corporate Travel Insurance

Insurance that puts you and your employees at ease.

INSURE

OMART Insure

World-class Cell Captive solutions.

PROTECT

Business Contingency Insurance

Keep your business debt separate to your personal finances.

Corporate Solutions

Whatever your corporate financial needs, we’re here to assist. 

Health Solutions

A comprehensive range that offers high-quality healthcare solutions to employees and members.

Employer Solutions

View the retirement and risk solutions Old Mutual offers employers.

Employee Solutions

Take a look at our range of solutions for employees and fund members.

Intermediary Solutions

Take a look at how we can help intermediaries access the information they need.