In an industry which is evolving exponentially the mission was to be a world class Financial Planning Group living our passion for creating and providing independent, dynamic, innovative, modular Financial Planning and Management solutions. The company aspired to make the comprehensive financial planning experience dynamic, profitable, comfortable and rewarding so that consumers and advisors enthusiastically recommended their services to others.
They provided the financial industry with a dual servicing capability by becoming a partner in their business, utilising and embracing cutting edge technology, dynamic and progressive planning principles and quality management systems.
Within the practice they had developed an international model and approach to outsourced Financial Planning and Management services and processes that passed due diligences by and / or were embraced by the following organisations:
Financial Planning Institute of SA, Navigator Broker Services, Old Mutual Broker Services, Sanlam Broker Services, Momentum Broker Services and Spotlight-Advice Net
Ethix is no longer operating