Advisek, Empowering Your Financial Journey
Cape Town at dusk

Advisek ยท Cape Town

Embarking on life's journey!

We empower your financial journey through the celebrations and challenges of life, with expert advice and a team ready to travel the road with you.

Traveller setting off on a journey

Old Mutual

Accredited Agency Franchise

Welcome to Advisek

Every journey deserves a purposeful plan.

Our team of highly skilled and knowledgeable professionals are here not just to offer excellent and strategic advice, but ready to travel the road with you. Whether you are aiming to build wealth for the future, secure your retirement, minimise tax liabilities, saving for family holidays and unplanned events or safeguarding your family's financial well-being, we are here to guide you every step of the way.

Advisek is an accredited Old Mutual Agency Franchise, offering a range of services to aid you in your journey to financial freedom.

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People in the Old Mutual group

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Commitment to your journey

Our solutions

Tailored to your needs, every step of the way

From retirement annuities to tax-free savings, we offer a wide range of Old Mutual solutions built around you.

Risk Cover

  • Personal cover
  • Business assurance
  • Business contingency

Fiduciary Services

  • Wills & estate planning
  • Testamentary trusts
  • Inter vivos trusts

Investments

  • Global investments
  • Local investments

Retirement Coaching

  • Pre-retirement
  • Post-retirement

Savings & Unit Trusts

  • Tax-free savings
  • Unit trusts

Short Term Insurance

  • Home & contents
  • Household cover

Home Loans

  • New bonds
  • Switches & refinancing

Corporate Benefits

  • Group schemes
  • Employee benefits

Medical Aid

  • Health cover
  • Gap cover

Ready to plan your journey?

Leave a message and one of our knowledgeable advisers will be in touch to guide you every step of the way.

Contact us today