Adviceworx transforms the financial services industry with an advice-based proposition that puts your needs first.
Johan Fouché has 30 years experience as a Financial Planner, and has established his reputation as a trusted Financial Planner servicing the Upper Highway and Durban areas. In 2014 he joined forces with Adviceworx, a national network of wealth experts, who pride themselves on providing their clients with objective financial advice.
“The Adviceworx business model and client proposition suits my goals as an independent Financial Planner, so making the move was a natural decision,” says Johan.
Adviceworx has 15 branches and 50 Financial Planning Partners, providing coverage across the country. The company offers its clients exclusive access to a globally regarded advisory process – the Adviceworx Lifestyle Wealth Design Programme™.
This has one aim – to assist you to meet your aspirational lifestyle objectives, both during your working life and through retirement. The process takes a holistic view of your financial wealth and ensures that all life’s challenges are addressed, including protection of life, protection and growth of assets, as well as concerns such as erosion of spending power through inflation, debt management, tax and family responsibility.
The Programme includes evaluating your current asset base and cash flows, then determining what cash flows are required in the future, ultimately determining what real returns will be required to ensure you realise your financial objectives.
The end result of the Adviceworx Lifestyle Wealth Design Plan is a well-articulated financial plan that is aligned to your unique needs and invested in a suitable financial product or solution.
This is a lifelong process of adjustments and enhancement with support from your Adviceworx Financial Planning Partner. To find out how you can benefit, give Johan a call today.
You can find Adviceworx (Pty) Ltd at The Kloof Family Health and Business Centre, Unit G, 8 Village Road, Kloof.
Contact AdviceWorx on 031 764 8504 or email johan.fouche@adviceworx.co.za.
Adviceworx is a juristic representative of the Acsis Licence Group (FSP 33002) and an authorised Financial Services Provider (FSP 44914)