HOLISTIC
financial planning
My approach is based on a philosophy that clients’ financial needs change, as they transition through different stages in their lives.
IAN WALTON
CeFT® Certified Financial Transitionist
Ian Walton has worked in the financial services industry since 1988, when he started with Standard Bank as an economic advisor. Since 1993, he has been with Liberty Group and spent 30 years building a loyal client base comprising over four hundred clients.
Ian is a qualified Certified Financial Planner®, and is also a Certified Financial Transitionist®. He has a bachelor's degree in Agricultural Economics and an honours degree in Purchasing Management. He has also completed CIAB(SA) banking exams.
His overriding philosophy is to provide honest, pragmatic advice which guides clients seamlessly through the various financial stages of their life, ensuring long-term financial security.
OUR PROCESS
explore | create | choose
EXPLORING YOU
Most financial plans begin and end with the products. Your plan needs to begin and end... with you.
CREATE CHOICES
Having asked the right questions about your life, we will research and create the financial choices that you can choose to best suit you.
CHOOSE
With a clear understanding of who you are, and what you want, you can make powerful and informed choices.
REVIEW AND ENHANCE
Your life will keep changing, and you should be able to change your choices too. We can review your plan and enhance it when needed by exploring, creating and choosing.
LIFE COVER
RETIREMENT PLANNING
INVESTMENT PLANNING
CRITICAL ILLNESS COVER
DISABILITY COVER
BUSINESS ASSURANCE
MY LATEST BLOGS
adding context to your choices
Courage: The catalyst for personal and financial transformation
In the journey of life, courage is often the unsung hero that propels us toward change and growth. It’s the force that challenges us to step out of our comfort... Continue reading→
Don’t count the days; make them count!
In the hustle and bustle of daily life, it’s easy to fall into the routine of counting days, waiting for the weekend, holidays or the next big event. But there’s... Continue reading→
The ripple effect of change
Change, a constant companion in our journey through life, often becomes a focal point as we transition into a new year. However, its principles are timeless, transcending the boundaries of... Continue reading→
Financial Advice that is tailored
to you and your choices.
CONTACT ME
let's get in touch!
Ian Walton, CFP®
CeFT® Certified Financial Transitionist
082 552 9740
ian.walton@adviceworx.co.za
Jenny Boake
Office Manager
082 785 2145
jenny.boake@adviceworx.co.za