Who we are

Welcome to Adviceworx

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.

Our product is advice.

Our Partnership Philosophy

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. These capabilities are combined with the innovative, modern and entrepreneurial business practices of Adviceworx, ensuring that we operate on the innovation curve, remain responsive to our clients’ needs and lead in the world of financial advice.

Our Client Promise

Our deep seated belief in our technology enabled advisory process, underpins our promise to clients. We stand by our advice. Clients benefit from our:
  • Globally Regarded Advisory Process — the Adviceworx Lifestyle Wealth Design ProgrammeTM — a number of planning tools and client reporting technology.
  • Quality Financial Advice — professional and qualified financial planning partners, all understanding the importance of building long-term sustainable relationships with their clients.
  • Simple Tailored Solutions — exclusive access to the Adviceworx range of investment solutions, aimed at achieving the client's specific investment objectives.
  • Experience and Accessibility — a highly experienced management team that is accessible to clients at all times.

Our Competitive Edge

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
  • Owner-managed and partnership principles — we are the business and share in its success
  • Independent business with a highly experienced management team
  • A reputable and well established parent company
  • A trademarked, globally regarded advisory process
  • A scalable advice model enabled through state of the art technology