Financial Planner of the Year 2021

Getting to know, Ryan McCaughey, CFP®, Financial Planner of the Year 2021

Ryan grew up in the Eastern Cape and matriculated from St Andrews College. He went on to study a degree at Stellenbosch University. His passion for Investments led Ryan to obtain his Honours degree in Financial Analysis from the Stellenbosch University.

Ryan has built up extensive experience in the investment industry over the last 12 years working as an investment portfolio analyst, equity analyst, and portfolio manager with listed and independent asset managers. His passion for working with people and in financial markets has culminated in him pursuing a career in financial planning. In 2017, Ryan joined Hewett Wealth (Pty) Ltd as a financial advisor, establishing the Western Cape branch in Cape Town.

He is a member of the Financial Planning Institute and is a CERTIFIED FINANCIAL PLANNER® professional. He is also a winner of the 2021 FPI Financial Planner of the Year Award

Ryan resides in Cape Town with his wife Ashleigh and twins Noah & Saige.

Fees to consider when building a portfolio

In the words of our 2021/2022 Financial Planner of the year, Ryan McCaughey, CFP®, “it is important to understand how costs fit into your financial plan”. Additionally, he adds highlights that there are fees that one should consider when structuring your investment portfolio.

Click here to read more about fees to consider when building a portfolio



Read more on articles written by Ryan McCaughey, CFP® and connect with him on LinkedIn on the links below.


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