Comprehensive Financial Services in South Africa

We Take Care of What You Value Most

So You Can Focus on What Matters Most - life. family. work.

Our team of expert financial planners is dedicated to turning your dreams into reality. We simplify complex financial decisions, ensuring your legacy and wealth are preserved for you and your loved ones.

About IWCP

Leading Financial Services in South Africa

IWCP (Insurance and Wealth Creation Professionals Group) is a trusted Liberty Affiliate, revolutionizing financial planning in South Africa. Since our establishment in 2019, following the merger of the respected Combined Life and Cradle House, IWCP has continued to lead in providing comprehensive financial services. Our history, dating back over 20 years, now includes the addition of IWCP Geonet in 2023, further solidifying our position as a pioneer in the financial industry.

The wealth of experience and new leadership in IWCP creates a unique blend of old school values with innovative thinking. Our core purpose is to help change South Africa one policy at a time backed by sound professional Financial Advice.

IWCP

What We Do

Risk Solutions

Personal Financial Planning Services

At IWCP, we specialize in simplifying the complexities of financial planning. Our Client Financial Wellness Dashboard is designed to protect your wealth, secure your future, and turn your dreams into reality.

Wealth Protection is the cornerstone of any successful financial plan. Our risk management solutions ensure that you and your family are protected, securing your income and providing peace of mind in times of financial need. providing for you when you are in financial need.

Wealth Creation is about identifying every customers unique saving objectives for the short, medium and long-term. Then unpacking how the 3 investment variables of Time, Risk Tolerance and Money Invested will impact investment decisions and changes needed to achieve your objectives.

We make sure your legacy is protected by offering professional advice when drafting your last Will and Testament.

We ensure our customers’ hard earned wealth and investments are protected against inflation and tax into the future.

Customised Financial Solutions for Businesses

Our IWCP Employee Benefit Specialists craft tailored financial solutions that meet the unique needs of your business, enhancing employee satisfaction and building better workplaces.

At IWCP, we understand the importance of your employees’ well-being. Our comprehensive risk management solutions provide financial security and peace of mind for your team, ensuring their future is protected.

The Liberty Corporate Selection Umbrella Fund offers a range of Trustee-approved investment choices to meet the savings needs of employers and their employees. This extended range of investment portfolios allows clients, with the help of a Liberty Corporate Accredited Financial Adviser, to tailor their investment strategy to align to specific financial planning goals.

These value-added services are free and available 24 hours per day, 365 days per year, in the member’s language of choice.

Through engagement with our clients, in addition to the standard Value Added Services from Liberty, we at IWCP have negotiated with a wide range of Value Added Partners to provide additional support to both our clients and their employees.

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Insurance & Wealth Creation Professionals - South Africa

Join IWCP: Empowering Financial Planners

Join the IWCP tribe of forward-thinking professionals, where we empower financial planners to excel in a competitive market. With cutting-edge tools, continuous professional development, and a strong support network, we help you build a sustainable, successful practice.

  • Professional Work Environment
  • Continued Personal Development (CPD)
  • Strong product and service offerings
  • Mentorship Programme (150 hours development per annum)
  • Cutting edge Technology and Tools
  • Ethical and Transparent business practices.
  • Diversify & Inclusive work environment.
  • Clear career path and growth opportunities.
  • Strong company reputation.
  • Personal Marketing Strategy
  • Rewards and Recognition
  • Sense of Belonging and a circle of safety.
  • Ongoing Mentorship, Training and Development (120 Hours per annum)
  • Structured business succession and continuity
  • Structured On-Boarding Programme
  • Mentorship Programme
  • 36 month ‘New Advisor Development Path’.
  • Industry Leading Business Systems and Tools.
  • Administrative Hub and Corporate Hub.
  • Support Structure by multiple leaders.
  • Credibility and Brand Association.
  • Specialist Support Specialists: Fiduciary, Medical Aid, Short-term, Tax, Legal, Investment, Risk, Debt Counsellors.
  • Marketing Strategy and Digital Communication Tools
  • We believe in Old School Values with innovative thinking, so that the lessons from the past are used as we build the New Generation of Financial Advisors.
  • At IWCP we celebrate every success. From the little victories that builds up to the big achievements and then accumulating in achieving that ultimate goal.
  • Our Tribe of Insurance and Wealth Creation Professionals has a learning, caring and performance culture. We are passionate about personal development and growth.
  • Having fun changing lives whilst also looking after our own families financial well-being. IWCP is a circle of safety where every individual is respected for who they are and the value they add.
Insurance & Wealth Creation Professionals - South Africa

OUR ADVISORS

Client Testimonials

IWCP

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Awards

Top Gold Entrepreneur
2020
Top Gold Entrepreneur
2021
Entrepreneur Principle of the Year
2022
Top Platinum Entrepreneur
2022
Top Platinum Entrepreneur
2023
Entrepreneur Principle
Liberty Advisor Partners
2023