Old Mutual Personal Finance · Durban
Advice that holds, for the long voyage.
Hurlbatt & Associates is a practice of established personal financial advisers, led by Tony Hurlbatt, CFP®. National Top 25. Circle of Distinguished Advisers.
1983
Tony joined Old Mutual
CFP®
Certified Financial Planner
Top 25
National adviser ranking
CoDA
Circle of Distinguished Advisers
No. 1
KZN practice, consecutive years
The practice
A KZN house, built around the client who stays.
Hurlbatt & Associates is a general practice operating under the Old Mutual brand. We are a group of established Personal Financial Advisers who work with our support staff to offer holistic financial advice in KwaZulu-Natal. Each adviser has a specialisation. You will receive the same careful treatment from all of them.
Tony Hurlbatt, our principal partner, started with Old Mutual in 1983. After years as one of the country’s top advisers he gathered others who shared the same drive. That is when the practice was established. We are now a team who support one another — and our clients — through the ups and downs of life.
The practice has been named the number one in KZN for many consecutive years. The work of staying there is simple, and not easy: keep learning, combine forty years of experience with younger advisers, and treat the relationship as the product.
“Our vision is to be the leading practice in South Africa, specialising in building and strengthening client relationships.”
Principal partner
Tony Hurlbatt, CFP®
Executive Financial Adviser · National Top 25 · CoDA · Regional Top 25
Tony started with Old Mutual in 1983 after moving to South Africa from Rhodesia. Before he began crunching numbers he was an explosives engineer. He has become a well-known name within Old Mutual and the financial industry — National Top 25 Adviser, Circle of Distinguished Advisers, Regional Top 25.
He is passionate about the practice. Most of his clients have been with him for the last thirty years and more. When he is not working he is with his family, or deep-sea fishing.
The team
Experience, and the next generation.
To be the best in South Africa we combine decades of advisory experience with younger advisers who bring a fresh perspective. Each has a specialisation. You will be looked after as family of the practice.
- TH
Tony Hurlbatt, CFP®
Principal · Executive Financial Adviser
National Top 25. Circle of Distinguished Advisers. Regional Top 25. Most of his clients have been with him for more than thirty years.
- SH
Storm Hurlbatt
Established Personal Financial Adviser
Joined in 2017. Mentored by Tony. Focused on educating and empowering women through their finances, including work on financial abuse.
- DD
Dale van Deventer
Established Personal Financial Adviser
The newest member of the practice — part of the younger generation who bring a fresh, innovative perspective to a forty-year house.
Storm Hurlbatt holds a BA in Brand Building and Business Management (2016). She has spoken publicly in KZN on financial abuse and GBV awareness, and on the need for women — and men — to hold their own emergency savings, cover and plan.
How we advise
Holistic advice, not a product menu.
We follow a proper financial-planning conversation: understand your life, identify the gaps, and implement a plan you can live with. Advice is given in your interest, as a licensed Old Mutual Personal Financial Advice practice.
Lifetime planning
A clear picture of where you are, where you want to be, and the steps that actually get you there.
Protecting income and family
Life, disability and severe-illness cover shaped around the people who depend on you — not a catalogue.
Retirement
Building a retirement you can live, not merely reach. Annuities, preservation and the long view.
Investments and wealth
Growing and preserving capital through Old Mutual Personal Finance, with the discipline of a written plan.
Education
Putting schooling and university on a footing that does not surprise you ten years from now.
Estate and legacy
Wills, liquidity and the quiet work of making sure what you have built reaches the right hands.
Contact
Come in. Or start on WhatsApp.
The practice sits on Level 4 of THYNK SQ, Old Mutual, in Morningside — a short walk from Florida Road, with ocean and city views.
- THYNK SQ Building, Old Mutual
Level 4, 199 Peter Mokaba Road
Morningside, Durban - T 031 250 4180C / WhatsApp +27 83 230 3001
- Ahurlbatt@oldmutual.com
