Old Mutual Wealth helps farmers secure their legacy for future generations

For most livestock farmers, success is built over generations, with land, livestock, and family heritage tightly intertwined.

Old Mutual Wealth is proud to be part of growing and protecting this heritage through its sponsorship of The NAMPO ALFA Livestock, Hunting and Outdoor Expo which will be held at NAMPO Park in Bothaville for the third year from 16-18 October 2025.

“For Old Mutual Wealth, being part of building and protecting that legacy doesn’t stop at physical assets - it also extends to the financial structures that ensure the farmers’ heritage thrives for generations to come,” says Karel Fourie, Certified Financial Planner®at Old Mutual Wealth.

The company encourages farmers to work with financial planners for guidance on investments and new financing opportunities, enabling them to grow and reinvest for future growth.

“We are proud to support livestock farmers by providing the wealth management expertise and tools to safeguard their operations while adapting to evolving economic conditions. Farming is so much more than the herd – it’s about creating a legacy for future generations. We help farmers find ways to grow that legacy, from protecting their land, investing and planning for the future, to building resilience in challenging times,” add Fourie.

“In today’s evolving landscape, from shifting policy to climate change and market volatility, preserving what matters most takes more than good instincts. Farmers’ instincts have been known to sustain them for generations, but today’s challenges demand more. They need clear plans and strategies to stay resilient and protect their wealth.

Relationships form the foundation of the brand’s approach. By working closely with the farming community, Old Mutual Wealth aims to help them grow - both their agricultural businesses as well as their financial legacies, enabling expansion while ensuring long-term sustainability.

“We provide a range of practical solutions to support farmers’ ambitions. These include asset-backed lending for herd expansion and technology adoption, legal vehicles such as trusts to protect land and livestock, and global portfolio diversification to reduce exposure to local risks,” adds Fourie.

A key part of this is succession planning, and ensuring that property and herds can be passed on as sustainable, growing operations remain a priority for many farmers.

Old Mutual also recognises the importance of broader agricultural stability. Many farmers want to mentor community members and support skills transfer to ensure continuity in the sector. “Our solutions enable farmers to do just that, through detailed succession planning, tax structuring, and asset protection,” says Fourie.

“Part of being a sustainable operation includes investing in environmental, social, and governance (ESG)factors. Beyond capital requirements - for example, to install solar power - farmers also want to be certain that their legacy is one beyond reproach. This is vital for South Africa’s expansion into new markets, as it will be a key selling point,” explains Fourie.

Old Mutual further supports farmers during challenging cycles, such as drought or herd expansion phases by helping them navigate financial pressures and plan for recovery. “Ongoing farming success is sometimes reliant on the latest technology, which requires investment, and we are here to guide with practical solutions,” says Fourie.

Ultimately, legacy goes beyond hectares or herd size. “Through providing these solutions, we can aid farmers in focusing on what matters. Real legacy isn’t just in hectares or herd. It’s in the planning, the structuring, and the succession,” concludes Fourie.