Your CoDA: WMC & Associates

 

WMC & Associates

Area: Mpumalanga

Tel: +27 (0)17 801 0246
Fax: +27 (0)86 686 5987
Cell: +27 (0)82 901 9435
Email: jwhorn@oldmutualpfa.com



Willie Horn has been with Old Mutual since 1993 and obtained his CERTIFIED FINANCIAL PLANNER® designation in 2004. He has many career highlights, one of which is being placed in the Regional Top 25 for the past 25 years. He is also in the National Top 25 for the past four years.  Willie also qualified for the Practice of the Year award and qualified for the Top 10 Practices for 2015, 2016 and 2017.  In 2017 he won the Northern Region Practice of the Year award.  

He is a multi-award winning financial planner, which is proof of his long-standing dedication and commitment to providing his customers with the best possible advice.

He is a strategic partner, to identify your business and personal financial goals and systematically working towards it.  He and his team are committed to working with you towards financial independence.  He offers innovative collaboration to create wealth!

 


Optimal Retirement Annuity Special Offer

6 April 2019
Retirement Annuity campaign 2019 income preserver read more >

T-Day Tax Deduction Changes Are Still Going Ahead - 24 February 2016

25 February 2016
The good news is that the tax deduction changes for pension funds (like OMEGS) will still be implemented from 1 March 2016. read more >

Individuals Given The Chance To Regularise Undeclared Offshore Assets - 24 February 2016

25 February 2016
Individuals given chance to regularise undeclared offshore assets. THE Treasury and the South African Reserve Bank are offering a six-month period be... read more >

Mutual & Federal News Letter - February 2016

4 February 2016
You’ll see in this newsletter that Mutual & Federal has been hard at work to develop products and initiatives to make your life easier. read more >

SA Negatives Only Account For Part of Rand Weakness - RMB Global Markets Research - 13 January 2016

4 February 2016
SA negatives only account for a part of the rand’s decline read more >

There Is No Crystal Ball - Deon Gouws - CIO, Credo Wealth - 18 January 2016

4 February 2016
Barely halfway through January, and already it feels like a tumultuous year in global markets. Just in the first five trading days of the month, for, ... read more >

Market Volatility - Global equity market sell off: the worst start to the year in decades - Januarie 2016

15 January 2016
Stock markets declined some 5% during the first week of the year after Chinese financial market events sent them into a tailspin. To put the selloff i... read more >

The Zuma Rand - December 2015

11 December 2015
SA can ready itself for unrestrained tax increases, and state spending projects that will drain its citizens for decades to come as favoured presidential schemes are nodded through. read more >

Finance Minister Nene Removed By President Zuma - December 2015

11 December 2015
In short: • The decision by President Zuma to replace Finance Minister Nhlanhla Nene with David Van Rooyen has come as an unpleasant shock to the ma... read more >

OMW Private Client Securities Newsletter - September 2015.

6 October 2015
In this Newsletter.• Business review and outlook • Economic report • Local equities • Global equities read more >

A History of Gold Returns - A Wealth of Common Sense - 21 July 2015

25 August 2015
Gold is one of those investments that attracts extreme viewpoints and ideological arguments that favor narratives over substance. I think the reason f... read more >

Market volatility in perspective - OMW Newsnote - Aug 2015

25 August 2015
August, traditionally a quiet and low liquidity month has seen an indiscriminate sell-off on global markets intensify over the past few days, with investors displaying panic behaviour read more >

OMW PCS That Extra Bit - 21 Aug 2015

25 August 2015
What drives Ferrari - For car enthusiasts Ferrari is one of the most hallowed names in automotive history. Soon, you may have the “privilege” of owning a piece of it. However, as with everything Ferrari-related, you will probably pay quite a premium. read more >

OMW PCS That Extra Bit - 14 Aug 2015

25 August 2015
G is good for Google - This week we have seen one of the biggest announcements in the tech industry for quite some time. Google will be restructuring ... read more >

OMW PCS That Extra Bit - 07 Aug 2015

25 August 2015
The world's biggest car maker - Volkswagen (VW) has taken over from Toyota as the world’s largest car maker according to sales in the first half of 2015. VW sold 5.04 million cars while Toyota sold 5.02 million. read more >

What's Driving the ZAR - 21 Aug 2015

25 August 2015
The increasing likelihood that the Federal Reserve (Fed) will start to normalise monetary policy together with China’s slower growth and the associate... read more >

Why Old Mutual Inv Group Strategy Funds are the way to go - Feb 2015

25 August 2015
A client’s investment strategy links their investment goal to a fund that is managed to the strategy behaviour and inflation targets – i.e. Strategy F... read more >

OMW Market Volatility - Aug 2015

25 August 2015
What has been happening on markets? The US Dollar has surged - Commodity prices have tumbled from a high base - The oil price fall is bad for produce... read more >

Looming US rate hike unnerves markets - SARB rate hike likely not the last for 2015 - Higher yields and weak rand lure foreign - OMIG News Magazine - Fundamentals - Aug 2015

25 August 2015
Over the past month, investors’ focus was on three key issues: tensions and uncertainties around Greece’s debt situation; the continued debate about t... read more >

China's devaluation of the yuan on Tuesday should not be seen as it embarking on a devaluation trend. – People’s Bank of China chief economist, Ma Jun in the official People's Daily - OMIG Inv Weekly IQ - 18 Aug 2015

25 August 2015
The devaluation of China’s yuan caused much panic last week and raised concerns about whether this could see China’s economy become even weaker and more global deflation pressures. read more >

Inactivity strikes us as intelligent behaviour - By Andrew Brotchie - OM Trust - Aug 2015

25 August 2015
In July 1998 the long-running bull market finally turned, and the resulting investor reactions were as diverse as the reasons for the market downturn.... read more >

Blood on the streets - Deon Gouws, CIO, Credo Wealth - Aug 2015

25 August 2015
The last few weeks have seen some of the most volatile times in markets in recent history. Whilst the weakness to date cannot (yet?) be compared with the global financial crisis of 2008, all major indices have now seen double digit declines. read more >

What type of legacy do you want to leave behind? WEALTH Intelligence Weekly Key Questions - 20 July 2015

20 July 2015
Your personal circumstances are the platform that supports your ability to have an influence and reach out as far as you possibly can. Your legacy is ... read more >

Let’s embrace the advice of Warren Buffett: - Wealth Intelligence Weekly - 13 July 2015

13 July 2015
“Do not save what is left after spending, but spend what is left after saving.” read more >

Budget Speech 2015 - Budget Stop Press - February 2015

26 February 2015
Budget Speech 2015 read more >

Beplan Vandag Vir n Beter Toekoms - Julie 2014

3 July 2014
Beplan Vandag Vir n Beter Toekoms read more >

Finweek Artikel Die Maatstaf Word Gestel CoDA - April 2014

9 April 2014
Finweek Artikel Die Maatstaf Word Gestel CoDA read more >

7 Financial Mistakes For Young Professionals To Avoid - PPS - March 2014

12 March 2014
7 Financial Mistakes For Young Professionals To Avoid read more >

7 Finansiele Foute Wat Jong Professionele Beroepslui Moet Vermy - PPS - Maart 2014

12 March 2014
7 Finansiele Foute Wat Jong Professionele Beroepslui Moet Vermy read more >

CODA 2014

19 February 2014
2014 read more >

Intestate Erfopvolging

7 October 2013
Indien ‘n persoon in Suid Afrika sterf sonder ‘n geldige testament, sal dit tot gevolg hê dat sodanige persoon se bates in terme van die intestate erfreg sal vererf read more >

Broad principles of Retirement Saving - Insight 2 Quarter 2013

7 October 2013
Broad principles of Retirement Saving - Insight 2 Quarter 2013 read more >

Be Warned - This Cash Back promise comes at a cost - Insight 3 Quarter 2013

7 October 2013
Be Warned - This Cash Back promise comes at a cost - Insight 3 Quarter 2013 read more >

AFTREDE - Vroeer, Later of Nou - FANuus Apr 2013

7 October 2013
AFTREDE - Vroeer, Later of Nou - FANuus Apr 2013 read more >

A Trusted Advisor is Your Front Line Defence against Investment Scams - Insight 1 Quarter 2013

7 October 2013
A Trusted Advisor is Your Front Line Defence against Investment Scams - Insight 1 Quarter 2013 read more >

Business Challenge Charity Golf day - Oct 2013

23 August 2013
4th October 2013 - Ermelo Golf club - one of the biggest golf days of the year - all for charity read more >

Best Financial Advice Ever

29 July 2013
Best Financial Advice Ever read more >

Seven reasons to set up a trust

5 July 2012
In addition to accumulating assets, preserving them for future use and future generations remains a key financial goal of many. Trusts play an importa... read more >


 


 

With the right financial advice, the possibilities are indeed infinite.