Old Mutual Education Planning
Fund education with an education plan from Old Mutual. Investing in an education plan is important, we know that. What isn’t always clear is how much it’s likely to cost, the timeline and how much we can afford to invest. Old Mutual offers a smart tool and products to get you started on making your child’s vision of what they want to become a reality. If you prefer sound financial advice, then please provide us with your contact details and an Old Mutual Personal Financial Adviser will contact you.
EDUCATE YOURSELF WITH OUR SMART TOOLS!
EDUCATION – A LOOK AT THE FIGURES
The cost of education is expected to increase by about 9% per year. This means that in 5 years’ time you could be looking at school fees of around R50 000 per annum – and that’s for a public, not private school!
HOW MUCH MONEY DO I HAVE AVAILABLE TO SAVE?
Think you know what you’re spending your money on every month? Put it to the test with our quick and easy smart tool – the budget calculator. At the end of the two-step process you’ll see just how much you have available to invest.
HOW MUCH WILL IT ACTUALLY COST?
An astronaut, a teacher, a fireman, a doctor… Children dream of what they would like to become when they’ve grown up. Help them by providing the best opportunities with which to achieve them.
SO, CHANGE THE WORLD – ONE DREAM AT A TIME
SMARTMAX EDUCATION
- R350/month to invest
- Flexible/fixed payment options
- Via adviser only
2-IN-ONE SAVING 4 EDUCATION
- From only R200/month
- Long term savings with access to funds.
TAX FREE PLAN
- Pay no tax on your investment.
- Access your money any time.
- Invest in a wide range of funds.
- Invest online or via adviser.