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WWW.ASCOR.CO.ZA | +27 (0)861 113 187 Contact: Sarita du Plessis | info@ascor.co.za FPI Designated Professional Practice Independent Wealth Management Rooted in Lifestyle Our Philosophy We choose...

Professional Standards FPI Approved Corporate Partners Our Corporate Partners are committed to the highest professional and ethical standards in the financial planning industry. Click on the logos...

Private Client Holdings Mark MacSymon, CFP® Wealth Manager & Financial Planner ✉️ Mark.MacSymon@privateclient.co.za 📞 +27 (0)21 671 1220 🌐 www.privateclient.co.za Private Client Holdings is a...

Ultima Financial Planners Hendri de Klerk Contact Person ✉️ info@ultimafp.co.za 📞 +27 (0)21 348 1386 🌐 www.ultimafp.co.za Our Vision Ultima enables you to live a meaningful life by fostering...

Veritas Wealth Rick Briers-Danks Contact Person ✉️ rick@veritaswealth.co.za 📞 +27 (0) 21 671 0799 🌐 www.veritaswealth.co.za Our Identity Veritas (Latin for 'truth') is an independent, fee-based...

Southwood Financial Planning Independent. Objective. Personalised. ✉️ lisahp@southwood.co.za 📞 +27 (0)21 701 1161 🌐 www.southwood.co.za Elevator Pitch Southwood Financial Planning (FSP 13566) is an...

Netto Invest Claire Rorke Contact Person ✉️ invest@netto.co.za 📞 +27 (0)21 530 1260 🌐 www.netto.co.za Insightful Planning Netto Invest empowers clients through technical and holistic financial...

Integral Wealth Management Michael Frantzeskou Contact Person ✉️ info@integralwealth.co.za 📞 +27 (0)10 745 7200 🌐 www.integralwealth.co.za Tailored Relationships Integral Wealth Management is built...

BDO Wealth Advisers Ricardo Teixeira, CFP® Contact Person ✉️ rteixeira@bdo.co.za 📞 +27 (0)11 481 3170 🌐 www.bdowealth.co.za Elevator Pitch BDO Wealth Advisers offers a full range of wealth advisory...

FPI Approved Professional Practices® The FPI Approved Professional Practice™ brand is a mark of distinction, awarded to financial planning practices that adhere to the highest ethical and...

The Proffessional Standard: CFP® Professional When you see the CFP® mark, you are working with a professional who has met rigorous global standards of ethics, education, and experience. 🎓 Education...

FINANCIAL SERVICES ADVISOR™ The FSA™ designation represents a professional commitment to providing quality financial advice backed by rigorous industry standards. 🎓 Education FPI accredited NQF...

REGISTERED FINANCIAL PRACTITIONER™ The RFP™ designation ensures that financial practitioners have the foundational knowledge and practical experience to serve their clients with integrity. 🎓...

FPI Professional Designations The Financial Planning Institute (FPI) offers three SAQA-registered designations. Understanding these marks helps you choose the right level of expertise for your...