Growing our own timber

//Growing our own timber

Growing our own timber

… and sturdy timber at that!

The Financial Planning Institute in South Africa annually conducts a stringent selection process to find those planners across the country who exemplify all that is excellent in the financial planning industry.  This process is of such a high standard that only a certain number of planners qualify to enter.  Then the candidates are chiseled down to a final five.  Out of those, three are chosen to stand in line to be announced as winner at the FPI Convention each year.

One of our senior Financial Planners, Donovan Adams, was one of those three top planners whose excellence was recognised at the Sandton Convention Centre in front of an audience of his peers.  While he did not win the title of FPI Financial Planner of the Year, I was immensely proud of this young man whose journey to this point has been a remarkable one.

Donovan Adams is congratulated by the Financial Planning Institute’s Sankie Morata.

Click here to read more about Don’s journey to achieving excellence.

By | 2017-07-11T12:21:22+00:00 Jun 25, 2014|News|0 Comments

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Chartered Wealth Solutions
Chartered Wealth Solutions is the only financial planning business in South Africa specialising in helping people retire successfully. Our passion is to inspire clients to live a well-balanced and fulfilled life by promoting personal and financial longevity through dynamic retirement planning.

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