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

Certified Financial Planner®
CeFT® Certified Financial Transitionist

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

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

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