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
The relationships we cherish and celebrate
In the rhythmic and deceptively unpredictable day-in and day-out of our calendars, there are moments when our wallets feel significantly lighter. The end of the year, with its festive sparkle... Continue reading→
Less scrolling, more strolling
Screens dominate much of our waking hours. There’s a growing need to disconnect from the virtual and reconnect with the tangible world around us. The mantra “less scrolling, more strolling”... Continue reading→
The Ballad of Golden Means
The Ballad of Golden Means In sooth, a tale of coin oft told, Doth shake the hearts of young and old; For lucre’s siren song entwines The very core 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