Ian Walton , Cfp®, Ceft® Email & Phone Number

WORK EXPERIENCE:Ian began his financial services journey in 1988 at Standard Bank, where he was an agricultural economist, giving financial advice to commercial farmers. He then joined the Liberty Group as a financial advisor. Liberty awarded him a VIP 5 star, the highest accolade attainable for providing financial planning to clients. Ian joined Adviceworx in 2023, in order to facilitate his succession plans and provide holistic, collaborative financial services to his clients. A PEOPLE-CENTRIC APPROACH:“It’s all about giving unbiased advice and putting clients at the centre of what we do.” Ian builds strong connections with all his clients by understanding the full picture of their financial lives – drilling down to their specific circumstances, concerns and aspirations. “My goal is to ensure that clients live a financially stress-free life, with dignity and harmony.”Ian is a resilient and tenacious individual with a proven track-record of overcoming challenges and achieving extraordinary feats. He has completed both the full Ironman and Comrades Marathons numerous times. His experience in these events have shaped him into a dependable professional who thrives under pressure. He brings this indomitable spirit into his work; whether it is tackling complex financial plans or delving into causes he is passionate about. “My ability to navigate challenges with a positive attitude and unwavering commitment, makes me an asset to my clients. My people-centric approach ensures effective collaboration and results.” VALUE PROPOSITION:Ian’s people-centric approach and inclusive philosophy make his advisory services ideal for individuals from various backgrounds and income levels, which is only possible due to his vast knowledge base and decades of experience. He specialises in lifestyle financial planning, which enables him to tailor financial strategies that align with clients’ unique goals and aspirations. He is a qualified CeFT, which enables him to understand and incorporate the psychological and emotional impacts of life events (eg. divorce, career change) into his advice. Whether you are a young couple planning for your future or more established individuals seeking financial security for your retirement, Ian’s expertise and dedication will ensure that you receive personalised and impactful solutions which set you on a path to financial freedom and thriving.