Private clients

Acsis has been wholly owned by Old Mutual since 2009 and transitioned into Old Mutual Wealth in 2013. All staff and management integrated into this newly formed business, and together developed a new future-fit, advice-led and fee-based proposition.

Our vision of creating a living financial plan remains unchanged. A living financial plan empowers you to make the right financial choices so that you can achieve your lifestyle goals reliably over time.

Our approach to financial planning focuses on you and your unique needs and aspirations. Together with an Independent Financial Adviser, we help you create a plan based on sound financial principles moulded around your lifestyle goals. This will ensure that you enjoy the lifestyle you desire.

In August 2016, all Acsis investments transferred to the Old Mutual Wealth Administration Platform, while ensuring that we maintain the same standard of professionalism and dedication to service excellence.