Mogg Financial Advisors helps individuals, families and businesses make informed financial decisions and work towards long-term goals.
Every client arrives with a different set of circumstances, ambitions and responsibilities. Our approach is built around that. We take the time to understand where you are, where you want to be and what has to happen in between.
Our journey with Old Mutual began in 1996, and we continue to serve clients with professionalism, integrity and a genuine commitment to their financial wellbeing.
Guidance across the areas that shape a financial life, from the first savings plan to the will that protects your family.
Structured plans built around your goals, your income and the life you are working towards.
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Work out what retirement will actually cost, then build towards it with a plan you can maintain.
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Investment strategies matched to your objectives, your timeline and your comfort with risk.
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Protecting what you have built matters as much as growing it.
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Additional support for families during the circumstances no one plans for.
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More than 28 years of combined experience and a long-standing relationship with Old Mutual.
No single solution works for everyone. We work from your circumstances, not a template.
Planning does not end after the first consultation. We stay with you as things change.
Informed clients make better decisions, so we explain the reasoning behind every recommendation.
“I first met Val Mogg when raising capital to start my family business. He became our financial adviser when we started our business, at first working from our house. Over the past 20 odd years we called on Val to advise us on financial products as our business grew.”
Mr. Neville RudigerManaging Director, JKJ Express
“Throughout the years, Val Mogg gave me sound financial advice, and I am so grateful to him that I am comfortably retired with peace of mind. He is always available, just a call away.”
Mrs. Eileen HowsonClient since retirement planning
Senior Financial Advisor
28 years of experience at Old Mutual, with deep practical knowledge across planning, protection and investments.
Financial Advisory Professional
Joined The Old Mutual Academy in 2024 and holds a Master's degree in Finance and Investment.
Personal Assistant
More than two decades of experience keeping the practice running and clients supported.
Plain-language articles on the questions clients ask us most.
12 August 2026
What the two-pot structure means for your retirement savings, and the questions worth asking before you withdraw anything.
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24 July 2026
How unit trusts work, why diversification matters and where they can fit into a long-term investment plan.
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3 June 2026
A practical way to work out a cover amount you can justify, instead of guessing at a round number.
Read articleArrange a consultation and we will talk through where you are and what needs to happen next.
