wealth redefined.TM
Partner with us
An environment for growth
We provide an exclusive and unique opportunity for financial advisors wanting to join our family.
At Wealth Associates we only partner with advisors and wealth managers who share our passion for the financial well-being of our clients and uphold the highest ethical and professional standards. We seek to employ the very best the industry has to offer, particularly established independent wealth managers and financial advisors who meet our stringent selection criteria and embrace our culture and business ethos.
Our Value Proposition
Considering the competitive advisory landscape in South Africa, it can be daunting to offer potential advisors a unique value proposition.
We follow a different approach and instead of promising you more of the same or overpromising and underdelivering – we simply offer you one thing – a home.
We believe that home is not a place, it’s a feeling; and we invite advisors to experience our unique environment that gives them the space to be themselves, to collaborate over a good cup of coffee and to grow. It’s a caring and nurturing environment – free from compulsion and arrogance.
As we are all shareholders in the business, we pride ourselves on our ownership mindset and our client-first approach. We share a deep passion for the collective success of our business, take accountability, push for innovation and the best outcomes for our clients and drive the business forward to ensure growth and success for all stakeholders.
Our business model
We have embarked on a growth journey and offering a home to advisors wanting to benefit from our attractive business model.
1. We operate independently, free from corporate shareholders, enabling us to prioritize our clients’ interests over corporate agendas.
2. Our advisors are empowered to deliver impartial advice without influence from specific product providers.
3. We follow a multi-brand strategy and are integrating various financial planning businesses and brands into Carmel Wealth..
4. Advisors are not just employees, they are ordinary shareholders, which means they share in the overall success of the business.
5. We are guided by a strong set of values and a moral compass, ensuring we consistently act in the best interests of both our valued clients and dedicated advisors.
A chain is just as strong as its weakest link. At Wealth Associates we only partner with advisors, wealth managers and portfolio managers who share our passion for the financial well-being of our clients and uphold the highest ethical and professional standards. We seek to employ the very best the industry has to offer, established financial advisors and wealth managers who meet our stringent selection criteria and embrace our culture and business ethos. Advisors joining our community will benefit from:
1.
Equity ownership and an attractive remuneration model
A key differentiator at Wealth Associates is that every advisor, wealth manager and portfolio manager owns equity in our holding company thereby creating a sense of ownership and accountability. Our advisers will share in the success of the business, while expertly guiding their clients to meet their own financial objectives. Advisors will also benefit from an attractive fee sharing model, professional office setup and support, group benefits and succession planning.
2.
Structural independence and advice integrity
Wealth Associates has complete autonomy in strategic decisions, as well as provider and product recommendations. The licensing agreements we have in place with 72 reputable product providers in South Africa ensure objectivity and integrity of advice, in line with our client-first approach. We are not bound by the corporate agenda that dictates the strategy of many advisory businesses and networks.
3.
Global experience and networks
A combination of experience and comprehensive networks in global asset management allows Wealth Associates to tap into valuable research, intellectual property and investment processes of globally recognised asset managers, enabling us to offer our clients access to unique asset management solutions in the future.
4.
A strong and experienced team
There is a wealth of knowledge in our business. Our Board of Directors has extensive global experience and networks in asset and wealth management, while our management team has a proven track record of building advisory, distribution, and asset management businesses. A strong set of values and a shared purpose and belief system underpin our business.
5.
Practice growth and succession planning strategies
Wealth Associates advisors and wealth managers are empowered to build equity and value in their individual practices. We work with you to grow and develop your business and maximise its value so that you too can retire comfortably. We rally behind you and our central enablement team is there to support you. We want you to succeed.
6.
A proven track record and brand
Wealth Associates has a proven track record spanning 17 years. Our advisers are supported by a team of specialists and back-office support staff; and our integrated operating model, enabled through technology and financial planning tools, ensures an efficient financial planning practice.