Professional Network
Warwick are considered as industry leaders in providing independent financial advisors, lawyers, accountants and other professional bodies with the opportunity to benefit from our unique value proposition offered to them and also their clients. The Warwick Professional Network offers four different options, which include a Succession, Merger, Intermediary and Advisory Plan. Please contact Warwick Managing Director, Marc Wiese, by completing the form below and you will be contacted personally to set up a meeting.
Succession Plan
Warwick are proud to offer an industry leading Succession Plan to IFA’s throughout South Africa. Our exceptional client care approach and product offering ensures that clients are taken care of in the event of death or disability of their Financial Advisor. Warwick’s Succession Plan offering not only ensures that clients are taken care of, but also ensures peace of mind for the IFA and their family. The Warwick Succession Plan is an industry leading offering of a PE of 5 when the Succession Plan is activated.
Intermediary Plan
Warwick know that IFA’s and also a number of professionals, including tax practitioners, accountants, auditors and attorneys, require a dedicated Wealth Specialist or Planner to assist them with their clients by offering and implementing a bespoke Financial Plan. Warwick have an exceptional offering for these professionals via our industry leading Intermediary Plan. The Intermediary Plan partners will benefit from their client referrals to Warwick through an annuity income paid to them for life.
Advisory Plan
Warwick realise that there are several financial advisors across South Africa who are looking to join an exciting business, yet at the same time maintain their independence and their own client base. Warwick offers an Advisory Plan to such financial advisors, enabling them to join Warwick and run their own Warwick Franchise. This allows the Wealth Advisor to be a representative, on a Warwick Investment licence and therefore benefit from the Warwick Compliance and Administration structures. Wealth Advisors not only have access to the exceptional suite of Warwick Investment products, but they can also offer clients Fiduciary and Estate Planning services. The Advisory Plan not only allows for an exceptional offering to the Wealth Advisor with regards to their income, it also incorporates a succession plan so that should the IFA become disabled, or pass away or wish to simply exit the industry, a minimum PE of 5 is available to them and their family.
Merger Plan
Warwick are proud to offer an industry leading Merger Plan to IFA’s looking to exit the industry. Over the past decade, Warwick has successfully merged dozens of IFA’s businesses and their client bases into Warwick. Whether the IFA wishes to retire or simply exit the industry, Warwick offers the IFA a PE of 10 on their investment annuity income. This allows the IFA to retire with a pension that lasts well beyond their own working lives and in the event of death, their families continue to receive the benefit of this merger plan. It is the perfect way for any IFA to ensure that their clients and their families are looked after. The Warwick Merger Plan creates the most value offered for any IFA business, anywhere in South Africa.
Lifestyle Network
Founded back in 2002 this is the largest network of sporting clubs and other senior related activities anywhere in Africa.
Several hundred sports, recreational and social clubs, along with retirement villages and other senior associations make up this established network. Croquet, bridge, senior golf, bowls and many other grass-roots sporting organisations and clubs make up the network and all benefit significantly from Warwick’s sponsorship and support.
Since January 2002, sports clubs, their districts or provincial bodies, as well as the national controlling organisations have all benefitted from the one company focussed on their members needs, namely Warwick Wealth.
With many thousands of clients having joined Warwick from this network, the Warwick Lifestyle Network is an important part of Warwick and its long-term future plans. Over the years Warwick have adapted their style and also the type of relationship they have with their friends within the Lifestyle Network. But one thing remains constant, Warwick are here to assist its Network members. We are an inclusive organisation, do not fear other financial services companies working with our network friends, we encourage it, as it creates more income where it is needed, ‘in the clubs!’
All organisations that feel they could benefit from the Warwick Lifestyle Network are invited to contact Warwick on lifestyle.network@warwickwealth.com to apply for sponsorship and thus benefit from becoming a long-term Warwick partner.