FPI Approved Professional Practice™ of the Year Award 2020
The first ever Professional Practice of the Year Award, which recognises the fact that successful financial planning is always a team effort, was won by BDO Wealth Advisers. BDO Wealth Advisers has been going above and beyond for their clients across the country for many years and we couldn’t imagine a more deserving winner.
The following are the award winners:
Winner of the Professional Practice of the Year Award 2020 is BDO
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.
Chartered Wealth Solutions 1st Runner up
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.
Crue Invest (Pty) 2nd Runner up
Crue Invest (Pty) Ltd is one of 13 FPI Approved Professional Practice firms and a fee-based financial planning company, whose main purpose is to help clients create and protect their wealth through sound, independent financial planning. Crue Invest was founded in 2004 by husband-and-wife-team, Sue and Craig Torr and has developed into a niche financial planning company with over R500 million of assets under advice. Crue Invest is owned and managed by a team of eight Directors who are all shareholders in the business.