My approach is based on a philosophy that clients’ financial needs change, as they transition through different stages in their lives.
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.
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MY LATEST BLOGS
adding context to your choices
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
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 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
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