Independent Financial Planning with sound financial advice – let us be your Financial Architects! We know that all clients are unique and that everyone’s goals, needs and objectives differ. That’s why we co-design your Financial Plan with you. “Wealth is not about having a lot of money; it’s about having a lot of options.” – Chris Rock
About Us
Over 14 years of experience in Financial Planning. We know that all clients are unique and that everyone’s goals…
Our Services
We are continuously evolving to be of better service to our clients…
Our Products
Our Finacial Products are created to provide you with the best short-term financial gains…
What We Do Best
We co-design your Financial Plan with you – every step of the way. Our journey starts here…
About Us
Consult Worx - Trusted Advisory
Having been in the Financial Planning industry since 2007, we decided to enter the Independent Financial Advisor space in 2020 to get a wider range of Insurers in order to offer our clients solutions and products that would best suit their lifestyle, needs, objectives, and pockets. Consult Worx was therefore established in 2021 and our holistic approach to Financial Planning is at the forefront of our practice. Our goal is to ensure that all our clients receive the most appropriate advice for their needs and that they are comfortable with making an informed decision. We are continuously evolving to be of better service to our clients.
What We do BEST!
We co-design your Financial Plan with you – every step of the way. Our journey starts here! The Personal Financial Planning Process consists of Six Steps:
- Establishing and defining our professional relationship.
- Gathering information and identifying your financial goals and needs.
- Analyzing and evaluating your financial status.
- Developing and presenting the financial plan with recommendations and/or alternative proposals.
- Implementation of the proposed recommendations.
- Monitoring the recommendations and deciding on how frequently they will be revised.
Our Services
Our Clients Love Us!
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How do I explain a relationship that started in 2010 and has grown so much over the past 12 years? Johan is always highly professional in his conduct and communication but at the same time possesses the amazing ability to listen when I speak. Providing me with the most detailed explanations on the advice he provides according to my needs and capabilities. Johan has proven over the years that he "puts his money where his mouth is" and I can in confidence state that the advice he has given to me on various aspects have never been to his own benefit but rather to the goal of a sustainable and most suitable outcome for me and my family. I am yet to meet an adviser more committed than this man to whom I am trusting my finances. -
"Johan and his team have been providing me expert financial advice for the past 15 years plus. His knowledge and attention to detail have aided in keeping my finances on track especially during the recent lockdowns and events of our country. I feel confident in recommending Consultworx, Johan is not only thorough but also easy to work with and always willing to take the time to discuss my concerns and respond to questions" -
"Thank you so much Johan & team for taking over my portfolio. It was a very smooth transition and with each of the steps of the process being explained in a way, I could understand. I am looking forward to a long relationship and feel very much at ease that my interests and wellbeing are being managed with personal attention."
Our Products
We have access to a growing range of Product Providers and we are therefore not limited to the products we can offer you.
Contact Us
41 Elizabeth Drive
2 Forest Glen
Hilton Gardens
HILTON
3245
admin@consultworx.co.za
033 343 1816
Consult Worx is an authorised Financial Services Provider (FSP No: 50181)
Company Registration No: 2019/171405/07