We are so incredibly proud of our very own Craig Turton! Craig was shortlisted in the top three of the Financial Planner of the Year award – a tremendous achievement. This recognition by the Financial Planning Institute of Southern Africa (FPI) is not only a verification of Craig and his Wealth Creation Teams’ outstanding work, but also testimony to Chartered’s philosophy to attract and retain the very best talent in South Africa.
Craig heads up Chartered’s Wealth Creation Team and looks after clients who are not yet ready to retire, guiding them in making sound financial decisions during the wealth accumulation phase of their lives. Craig believes that the key to financial freedom lies in Chartered’s RetiremeantTM Planning process, and applies the same holistic and integrated approach to his Wealth Creation clients. “We look after their financial health and empower our clients to merge their money with the life they envisage having,” says Craig.
Every year, since its inception in 2001, the FPI recognises one of its members as the Financial Planner of the year. It is the highest praise bestowed on Financial Planners in South Africa and represents the pinnacle of excellence in the profession. The award is not given lightly, and to be shortlisted as one of the top three entrants is an accomplishment that Craig can be very proud of.
The competition is demanding in standard and applicants undergo an arduous selection process that includes submitting Financial Plans prepared for clients and a site visit to the practice of the entrants. The final three entrants are then subjected to a gruelling panel interview where they have to demonstrate their knowledge and capability on a wide variety of topics, including legislation, industry trends and specialised financial advice.
Craig Turton has followed in the footsteps of John Campbell, who was a finalist in the competition in 2007 and won the award in 2008.
Congratulations on your fantastic achievement Craig! Your commitment, insight and enthusiasm are truly inspiring This recognition is well deserved and we are so proud of you!
The FPI is the South African qualifications authority and also controlling body for Financial Planners; and the only institution to offer the CERTIFIED FINANCIAL PLANNER® certification, upholding the professionalism, integrity, ethics and quality of advice offered by Financial Planners.
Chartered Wealth Solutions is an authorised financial services provider
(FSP no. 13909)