Select a division below for more information:
Advisors & Planners
Financial Planning
Corporate Consultants
The Advisors and Planners division was created in response to a changing regulatory landscape that is restricting Product Supplier Agents (“tied advisers”) and increasing the compliance requirements for Registered Financial Advisors (“brokers”).
Our advisors and planners run their own practices, giving unbiased advice on market leading products and services, but without the onerousness of their own FSP license.
Advisors and Planners is an innovative and modern business that leverages true partnerships to enable advisers and planners to focus on their clients, rather than on the increasing compliance requirements.
Within Advisors and Planners are two specialist businesses.
Fairbairn Consilium focuses on short-term insurance, while Fairbairn Health focuses on health schemes and related needs.
Financial Planning is a new division that brings professional financial planning to all clients. Until now, this was only available to a relatively small group of High Net Worth clients through boutique Wealth Management firms. All our advisors are Certified Financial Planners® (CFPTM) and are paid salaries rather than commission.
We follow a holistic advice led philosophy, that we tailor for the individual needs of each of our clients. If you are serious about creating and and protecting your wealth, find out more on why you need to join Fairbairn Consult Financial Planners.
Old Mutual Corporate Consultants has engineered a full suite of consulting services that deliver a host of compelling benefits. Trustees and Management Boards enjoy the confidence that they are equipped to fulfil their fiduciary duties, while members are exposed to optimal investment strategies designed to meet their unique retirement savings needs.
Old Mutual Corporate Consultants advice philosophy is built on the cornerstones of extensive industry experience, solid business insights, and a deep understanding of the needs and requirements of retirement fund members – all of which is underpinned by ongoing research, international best practice and appropriate member education and assistance.
We are a proud member of the
Old Mutual was established by John Fairbairn in Cape Town in 1845 as South Africa’s first mutual life assurance society. Our purpose is to help our customers thrive by enabling them to achieve their lifetime financial goals, while investing their funds in ways that will create a positive future for them, their families, their communities and broader society. In this way, we significantly contribute to improving the lives of our customers and their communities while ensuring a sustainable future for our business.
We now employ over 30 000 people and operate in 14 countries across two regions: Africa (South Africa, Botswana, eSwatini, Ghana, Kenya, Malawi, Namibia, Nigeria, Rwanda, South Sudan, Tanzania, Uganda and Zimbabwe) and Asia (China)
Fairbairn Consult is Licensed Financial Services Provider (FSP no. 9328) in terms of Section 8 of the FAIS Act.
For a copy of our Statutory Disclosure Notice, please click here.
Fairbairn Consult has adopted and implemented a Conflict of Interest Management policy that complies with the provisions of the FAIS Act.
To read our Conflict of Interest Management policy click here.
You can also email compliance@fairbairnconsult.co.za to obtain a copy of it.
Should you wish to pursue a complaint against a key individual or representative of Fairbairn Consult, you should address the complaint in writing to us at compliance@fairbairnconsult.co.za.
If you cannot settle your complaint with us, you are entitled to refer it to the Office of the FAIS Ombud, at info@faisombud.co.za or telephone number 0860 324 766.
The Ombud has been created to provide you with a redress mechanism for any inappropriate financial advice that you feel may have been given to you by a financial adviser.
Our Treating Customers Fairly policy is centered around the guidelines provided by the Financial Sector Conduct Authority (FSCA) to ensure we consistently deliver fair outcomes to our clients and take responsibility for the business and staff providing an enhanced service quality to clients, based on a culture of openness and transparency. As a business, we take the requirements of the FSCA seriously, in particular, the requirement to treat customers.
Fairbairn Consult is committed to maintaining the privacy and security of its customers’ personal and private information. Our privacy policy outlines our practices and commitment to the customer and can be read here.
This information manual provides an outline of the types of records held by Fairbairn Consult and explains how one may submit requests for access to these records in terms of the Promotion of Access to Information Act, 2 of 2000 (“the Act”).
Whilst every care is taken to ensure that the information on the Fairbairn Consult website is current and accurate, please click here to read our full disclaimer notice.
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