2023 Financial Planner of the Year Winner

Lara Warburton, CFP® – 2023 Financial Planner of the Year Winner

I started my financial services career in 1993, working for Investec and then RMB Unit Trusts and RMB International. I have been an independent financial planner since 2003, and I am currently the Managing Director of Integral Wealth Management, an independent financial planning practice I started with some colleagues in 2016.

I have a B. Comm Honours Degree, a Higher Diploma in Tax Law and a Post-Graduate Diploma in Financial Planning, which is an essential in our industry.

I am passionate about the value of independent financial advice and the importance of professionalism in the industry. I have been a member of various FPI Committees over the past 13 years and believe its important for us to get involved in order to shape the environment in which we operate. I also believe in the importance of mentorship and upskilling young advisors in the hope that all communities in South Africa can benefit from sound financial planning.

I am also the mother of two wonderful children who are now in their 20’s and launching their own successful careers. I enjoy cooking for friends and family, jogging and reading.

Financial Planning Institute of Southern Africa

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