FPI Approved Professional Practice

FPI Approved Professional Practice™ firms can boast that their financial planning practices and compliance management is of the highest standards.

Who may apply for this brand?

  • Small to medium independent financial services providers; and
  • A franchise, branch or division of an FPI Corporate Partner organisation.

To find out more and to apply for this accreditation, click here.

Click on the options below to read more about financial planning practices who are recognised, and carry the FPI Approved Professional Practice™ brand.

At Absolut Wealth Management we empower you to protect and grow your wealth by acting as a partner, coach and educator. Absolut Wealth Management is a privately owned, Independent Wealth Management practice with offices in Johannesburg and Cape Town. We offer a holistic approach to Financial Planning which includes Retirement Planning, Estate Planning and Investment Management.

Ascor™ Financial Advisors is an independent, fee-based Wealth Management Practice. With focused expert services offering include Financial Planning, Investments, Retirement Planning, Auditing, Accounting, Tax and Business Consulting.

BDO, in South Africa, is the South African member firm of BDO International. BDO is the brand name for the BDO network and for each of the BDO member firms. The global BDO network provides audit, tax and advisory services in 152 countries, with over 59,000 people working out of 1,300 offices worldwide.

Brenthurst Wealth Management is a registered financial services provider and is a fully- fledged financial and investment services company with offices in Johannesburg, Pretoria and Cape Town.

Chartered Wealth Solutions is one of the largest independent financial planning practices in South Africa. As a retirement specialist, Chartered has pioneered the Financial Life Planning process, partnering with our valued clients in creating a holistic retirement. Chartered is an award-winning practice, with two FPI Financial Planner of the Year winners and two finalists.

Efficient Advise provides comprehensive financial planning and investment management expertise for the benefit of individual and corporate clients.

Gradidge-Mahura Investments was founded in 2008 by Craig Gradidge and Kagisho Mahura. Despite starting operations in the middle of a profound global financial and economic crisis, the company has continued to grow and attract a high quality client base from around the country. Corporate clients enjoy an added benefit from our level 2 empowerment rating in terms of preferential procurement.

Independent Wealth Managers (IWM) are accountable professionals that focus on creating long-term wealth, based entirely on clients’ unique circumstances. The practice has a highly personalised approach that ensures the team gains an in-depth understanding of clients’ financial objectives; a necessity to navigate them in what has become a complex ever-changing economic landscape.

Netto Invest (PTY) Ltd: A Trusted, Independent Investment Planning Practice. Ian Beere and Debbie Netto–Jonker, both recipients of the Personal Finance /Financial Planner of the Year Award, are at the helm of this well-respected, widely-trusted fee based practice.

Since 1990, Private Client Holdings based in Cape Town has been assisting families define and implement strategies for managing their wealth. Private Client Holdings strive to provide a specialist solution to every client’s individual financial needs by building a customised strategic plan with quantifiable goals and deadlines. The practice’s vision has always been crystal-clear; to take pleasure and pride in nurturing wealth for its private clients and their families through the provision of superior financial advice and portfolio management services.

Quoin Wealth, incorporating Quoin Trust fiduciary services, uses an integrated approach when providing holistic financial and estate planning solutions to individuals, partnerships, companies and trusts. They believe in integrating goals and values to financial planning by establishing what money means to their clients.

Southwood Financial Planning is an independent financial advisory and services firm offering impartial and objective financial advice to its clients. Set up in 2001 in Cape Town, Southwood’s financial advisors offer professional financial planning solutions that help individuals and business owners achieve their financial goals.