Janet Hugo

My Details

Janet Hugo
janet@sterlingwealth.co.za
WorkPhone
0861888987
Mobile Phone
0827802743

My Bio

Winner of the prestigious Financial Planner of the Year competition 2018/19. Janet is a Certified Financial Planner® practitioner. Using in-house and outsourced research systems, she optimises and monitors retirement investing local and offshore selections, relative to client goals and market conditions. She has been in the retail client financial industry since 1998 and managed JSEShares.com and the Turning Point private client financial newsletter since 1992.
Under her leadership, the company was co-sponsor and organiser of the successful quarterly Sunday Times Wealth Forum that attracted capacity audiences. More recently she partnered with the Finweek and organised the Finweek Wealth Forums. Janet holds advanced post graduate qualifications in investment management and estate planning from the University of the Free State.
Areas Of Expertise
Life & Disability Cover, Estate Planning, Tax Planning, Investment Planning, Budgeting, Retirement Planning Employee Benefits,