David Hall, New look… same trusted advice

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David Hall, New look… same trusted advice

Walk into Old Mutual Certified Financial Planner, David Hall’s newly renovated office in Secunda, and it’s clear that this upgrade involved much more than just a fresh coat of paint. After more than a decade in the Medforum Building, David, who is a trusted Old Mutual financial adviser, decided it was time for a change, not in the advice he gives or the relationships he’s built, but in the environment where it all happens.

The enhanced offices offer a modern, welcoming space built around the needs of David’s customers who want clarity, calm and confidence when making life’s big financial decisions.

David is a familiar name in the Secunda community. He’s been with Old Mutual since 1996 and has operated from the Medforum Building since 2014. Over the years, he has built a strong reputation for helping people plan for the futures they want, build wealth and long-term financial stability, and protect what matters most to them.

The revamped office, which was part of Old Mutual’s broader effort to modernise its office spaces, includes new consultation rooms that are quieter and more private, with a modern layout designed to create a better experience for every visitor. “The goal was to make the space more welcoming and professional,” David explains. “We want our customers to feel comfortable when they come to see us and, since this is a space where people talk about personal things, privacy and a calm atmosphere are very important.”

David has worked in financial planning for over 30 years with a special focus on estate planning and risk management. He is also one of Old Mutual’s most recognised and celebrated advisers, having been named among their Top 25 nationally for 25 years in a row. In 2021, he received the Chairman’s Prize as Old Mutual’s Personal Finance top adviser.

His services include everything from life and disability cover to wills, estate planning, retirement strategies, and legacy planning. “We help customers plan for the unexpected and also for their future,” he explains. “It’s not just about products; it’s about building a full financial plan that fits each person’s life.”

Financial advice runs in the family for David. Both his parents worked in the industry, and he’s proud to carry that legacy forward. Despite having worked in financial advice for more than three decades, David’s vision remains as clear as it was on the day he started. “My passion is to provide excellent service and world-class advice that helps people create the lives and futures they want for themselves and their families,” he says. And this obsession with meaningful customer relationships, insightful planning, and trusted guidance continues to drive everything he does.

He also gives credit to his team in his Secunda and Pretoria offices. “I’m very lucky to have such dedicated people supporting and working alongside me,” he says. “They play a big role in creating the type of world-class experience our customers have come to expect from us.”

David welcomes both his long-standing customers and new faces to visit the refreshed space for themselves. “Our upgraded office better reflects the standards we hold ourselves to,” he says, “professional, personal, and built around what matters to our customers.”

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