Networks
Professional Network
Inklyst Groups 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 Inklyst Groups Professional Network offers four different options, which include a Succession, Merger, Intermediary and Advisory Plan. Please contact Inklyst Groups Managing Director, Marc Wiese, by completing the form below and you will be contacted personally to set up a meeting.
AN INDUSTRY LEADING OFFER FOR ANY IFA LOOKING TO EXIT THEIR BUSINESS.
Merger Plan
Inklyst Groups are proud to offer an industry leading Merger Plan to IFA’s looking to exit the industry. Over the past decade, Inklyst has successfully merged dozens of IFA’s businesses and their client bases into Inklyst Groups. Whether the IFA wishes to retire or simply exit the industry, Inklyst Groups 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 Inklyst Groups Merger Plan creates the most value offered for any IFA business, anywhere in South Africa.
FOR THE FINANCIAL ADVISOR WHO WISHES TO JOIN THE WICK TEAM, AND OWN THEIR OWN FRANCHISE.
Advisory Plan
Inklyst Groups 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. Inklyst Groups offers an Advisory Plan to such financial advisors, enabling them to join Inklyst Groups and run their own Inklyst Groups Franchise. This allows the Wealth Advisor to be a representative, on a Inklyst Groups Investment licence and therefore benefit from the Inklyst Groups Compliance and Administration structures. Wealth Advisors not only have access to the exceptional suite of Inklyst Groups 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 10 available to their family.
PROFESSIONAL BODIES THAT REFER THEIR CLIENTS TO WICK.
Intermediary Plan
Inklyst Groups 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. Inklyst Groups have an exceptional offering for these professionals via our industry leading Intermediary Plan. The Intermediary Plan partners will benefit from their client referrals to Wick digital venture through an annuity income paid to them.
PROVIDING PROFESSIONALS AND THEIR CLIENTS WITH PEACE OF MIND.
Succession Plan
Inklyst Groups 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. Inklyst Groups 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 Inklyst Groups Succession Plan is an industry leading offering of a PE of 5 when the Succession Plan is activated.
For more information
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 Wick digital venture’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 Inklyst Groups.
With many thousands of clients having joined Inklyst Groups from this network, the Inklyst Groups Lifestyle Network is an important part of Inklyst Groups and its long-term future plans. Over the years Wick have adapted their style and also the type of relationship they have with their friends within the Lifestyle Network. But one thing remains constant, Inklyst Groups 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 Inklyst Groups venture Lifestyle Network are invited to contact Inklyst Groups on [email protected] to apply for sponsorship and thus benefit from becoming a long-term Inklyst Groups partner.