ADVICE WORX
Finance in Port Elizabeth

Adviceworx is a future-fit independent financial services company whose core business is the professional management of financial advisor networks and practices. Our objective is to enhance the business of advice, ultimately enabling clients to embrace the future with a sense of financial security. Ensuring that we offer our clients the most appropriate financial advice for their current and future lifestyle goals, is at the forefront of our thinking. Adviceworx Financial Planning Partners are professional financial advisors, who are committed to help you stay the course to ensure that you achieve your current and future lifestyle goals. On the back of a very successful 2015, Adviceworx has decided to renew the sponsorship of Affies for another year. Location is everything and we want to make it as easy as possible for our clients to get in touch with us. Adviceworx is an Independent Financial Services company whose core business is the professional management of financial advisor networks and practices. The Adviceworx proposition fundamentally re-invents existing financial planning practices and processes. We seek to transform the way advisory practices are structured, managed and remunerated to give effect to an advisory process specifically designed to ensure that clients are provided with the most appropriate advice for their own current and future financial needs. By applying thought leadership and innovative thinking with efficient execution, we are able to enhance the business of advice, ultimately enabling our clients to embrace the future with a sense of financial security. Adviceworx operates as a separate business managed by an independent management team, but is proud to be part of the Old Mutual Group. Our operating model is founded on partnership principles and we operate principally on owner-managed business concepts and service our clients under an independent advice brand. Through our partnership philosophy we combine the best of both worlds. In Old Mutual we gain access to a superior advisory process that integrates seamlessly with a purpose built technology platform, enabling real time execution and client reporting. Our deep seated belief in our technology enabled advisory process, underpins our promise to clients. Adviceworx Financial Planning Partners play a significant role in the transformation of the world of financial advice. Instead of being sellers of products, we provide clients with clear, objective financial advice. Clients can have peace of mind that we will partner with them on their life journey and that meeting their current and future lifestyle goals is at the forefront of our thinking. Adviceworx differentiators include: The realisation of significant capital and deployment thereof into business practices that add value. Independent business with a highly experienced management team. A scalable advice model enabled through state of the art technology.