The FPI announces the shortlist for the Financial Planner of the Year award

Hardi Swart, Craig Turton and Johan Swart would all be worthy recipients of the accolade – but only one can prevail when the winner is announced on 17 July.

 The Financial Planner of the Year award is the highest accolade bestowed on financial planners in South Africa, and it represents the very pinnacle of the profession.  Financial planners know that winning the prize will set them apart from other advisers for their entire career. It goes without saying that the selection process has been rigorous and the competition stiff.

In Phase 1, the judges scrutinised ‘case study’ financial plans submitted by all entrants. Next, they conducted rigorous site visits at the practices of the most impressive entrants.

And then there were three

 The three entrants who perform best in Phase 1 (theoretical) and Phase 2 (practical) have been shortlisted for a gruelling panel interview, where – under the watchful gaze of industry luminaries – they have to demonstrate their skills and expertise on topics as varied as legislation, industry trends and technical information.

Hardi Swart CFP® is the Managing Director of Autus Private Clients and Family Office. A two-time finalist in the FPI’s Financial Planner of the Year awards, Hardi was motivated to join the industry after his family took poor advice and invested in a property syndication scheme.  A sought-after public speaker and a member of numerous industry bodies, Hardi’s first book Family Wealth Planning is on shelves soon.

Hardi Swart

Craig Turton CFP® of Chartered Wealth Solutions believes that the key to financial freedom lies in his firm’s Retiremeant™ Planning process. This process is all about envisaging the life you really want to live and then making sure you merge your money to that life. Craig heads up CWS’ Wealth Creation Team and looks after clients who are not yet ready to retire. “Money should be your servant, not your master,” says Craig.

Craig Turton

Johan Swart CFP® is the principal partner PPW & Associates, a proud Old Mutual Personal Financial Advice General Practice with more than 60 years’ combined experience. PPW’s unique Client Engagement Experience (CEE 360°) allows advisors to focus on their area of greatest expertise and means that every client has a relationship with every staff member. Johan has a passion for enabling families “to manage their health and wealth to create significant legacies”.

Johan Swart

There can be only one winner

Now that the case studies have been analysed, the practices visited and the candidates grilled, all that remains is to announce the winner at a glitzy gala dinner in Sandton on 17 July. “This year’s finalists are all very professional, and it will be a tough call in deciding who the winner is – all three are brilliant candidates for this award,” says Lelane Bezuidenhout, CEO of the FPI. “We wish Hardi, Craig and Johan all the best.”

 

 

 

 



Latest


21 Sep 2020
Women are lagging in retirement savings and are debilitated by stress

In a recent study of their client base, Momentum Corporate revealed that almost half (41%) of the employees on the…

Women are lagging in retirement savings and are debilitated by stress

In a recent study of their client base, Momentum Corporate revealed that almost half (41%) of the employees on the FundsAtWork Umbrella Funds are women. With an almost 50/50 gender split across the client base, a one-size-fits-all approach to advice on employee benefits simply won’t cut it. This is according…

15 Sep 2020
Despite COVID-19, SA investors expect higher future returns

Even as COVID-19 halted the longest economic expansion on record and plunged the world into deep recession, South African investors…

Despite COVID-19, SA investors expect higher future returns

Even as COVID-19 halted the longest economic expansion on record and plunged the world into deep recession, South African investors expect to make an average annual total return of 12.67% – almost 2% higher than the global average predicted returns of 10.9%. This was revealed in the recently released Schroders’…

15 Sep 2020
Are cryptocurrencies here to stay?

The recent news that cryptocurrency giant, Digital Currency Group, has acquired cryptocurrency exchange company, Luno, has once again highlighted the…

Are cryptocurrencies here to stay?

The recent news that cryptocurrency giant, Digital Currency Group, has acquired cryptocurrency exchange company, Luno, has once again highlighted the rise of cryptocurrencies as a possible alternative to the current global financial system. According to Old Mutual Investment Group Director of Investments, Hywel George, Bitcoin, as well as a number…

10 Sep 2020
How too much choice is draining your brain

By: Paul Nixon, head of technical marketing and behavioural finance at Momentum Investments From the words of Francis Scott Key…

How too much choice is draining your brain

By: Paul Nixon, head of technical marketing and behavioural finance at Momentum Investments From the words of Francis Scott Key that dubbed America “The land of the free”, which stuck, to the unforgettable Mel Gibson monologue where an army of painted Scots were willing to trade their lives for the…


Top stories


10 Apr 2020
When the going gets tough, farmers are on familiar territory

South African farmers are old hands at adapting to uncertain and daunting circumstances, and our local agricultural industry has proved…

When the going gets tough, farmers are on familiar territory

South African farmers are old hands at adapting to uncertain and daunting circumstances, and our local agricultural industry has proved to be most enterprising in acclimatising to challenges as they arise.

13 Apr 2020
Investors should keep a reasonable investment allocation outside of SA

MoneyMarketing asked Roland Gräbe, the head of Tailored Fund Portfolios at Old Mutual Wealth, about offshore investments in the COVID-19…

Investors should keep a reasonable investment allocation outside of SA

MoneyMarketing asked Roland Gräbe, the head of Tailored Fund Portfolios at Old Mutual Wealth, about offshore investments in the COVID-19 environment and what form a global market recovery will take.

13 Apr 2020
SA’s Proposed Covid-19 Disaster Management Tax Relief

The National Treasury recently issued the draft Disaster Management Tax Relief Bill (Bill) for public comment by 15 April. The…

SA’s Proposed Covid-19 Disaster Management Tax Relief

The National Treasury recently issued the draft Disaster Management Tax Relief Bill (Bill) for public comment by 15 April. The draft Bill, together with its explanatory memorandum, provides clarity with regards the tax relief measures President Cyril Ramaphosa announced on 23 March.

11 Apr 2020
Finding investment opportunities among the many COVID-19 risks

With many countries around the world in lockdown as they try to contain the spread of the COVID-19 virus, the…

Finding investment opportunities among the many COVID-19 risks

With many countries around the world in lockdown as they try to contain the spread of the COVID-19 virus, the global economy is facing an unprecedented situation of balancing health against financial livelihoods.


Visit the official COVID-19 government website to stay informed: sacoronavirus.co.za