Financial Planning Institute of Southern Africa
Lara Warburton, CFP®
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.
Palesa Dube, CFP®
Palesa achieved a significant career milestone when she was awarded The Financial Planning Institute of Southern Africa’s Financial Planner of the Year Award for 2022, a prestigious recognition of her unwavering dedication and exceptional expertise in the financial planning sector.
With a remarkable 19-year journey in the finance industry, she is a seasoned CERTIFIED FINANCIAL PLANNER® dedicated to helping individuals achieve their financial goals and create a lasting legacy. Her extensive background includes invaluable experience at renowned institutions such as Citadel and Absa Wealth, where she advised a diverse clientele ranging from professionals, retirees, high net worth individuals and corporate clients.
Palesa’s areas of expertise encompass investment and retirement planning, estate and legacy planning, risk management, employee benefits and business succession planning. With a genuine belief that comprehensive financial planning should be accessible to all, she is committed to making wealth management a mainstream practice that benefits society at large.
Palesa’s academic prowess is reflected in her qualifications, including a BCom degree in Investment Management from the University of Johannesburg, a Post Graduate Diploma in Financial Planning, and an Advanced Diploma in Estate and Trust Administration from the University of the Free State. She is a dedicated member of the Financial Planning Institute of Southern Africa , actively contributing to its Diversity and Inclusion subcommittee.
Having taken the entrepreneurial leap five years ago, she now stands on a solid foundation of achievements as she enters a new phase in her career, founding Centillion Wealth Advisory. She remains committed to her passion for empowering her community, clients and their loved ones. Her steadfast commitment assures a promising and impactful future within the financial industry.
Ryan McCaughey, CFP®
Ryan grew up in the Eastern Cape and matriculated from St Andrews College. He went on to study a B.com degree at Stellenbosch University. His passion for Investments led Ryan to obtain his B.com Honours degree in Financial Analysis from the Stellenbosch University.
Ryan has built up extensive experience in the investment industry over the last 12 years working as an investment portfolio analyst, equity analyst, and portfolio manager with listed and independent asset managers. His passion for working with people and in financial markets has culminated in him pursuing a career in financial planning. In 2017, Ryan joined Hewett Wealth (Pty) Ltd as a financial advisor, establishing the Western Cape branch in Cape Town.
He is a member of the Financial Planning Institute and is a CERTIFIED FINANCIAL PLANNER® professional. He is also a winner of the 2021 FPI Financial Planner of the Year Award
Ryan resides in Cape Town with his wife Ashleigh and twins Noah & Saige.
Hester Debora Van Der Merwe, CFP®
Hardi Swart, CFP®
Hardi Swart, Managing Director of Family Wealth Custodians, a highly respected Family Wealth and Financial Planning company located at Val de Vie Estate, Paarl in the Western Cape. Hardi’s dedication to his clients and outstanding work in the industry has not gone unnoticed, as he was awarded the prestigious South-African Financial Planner of the Year Award by the Financial Planning Institute of Southern-Africa in 2019. With over a decade of experience in helping clients reach their financial goals. Hardi holds a Masters Degree in financial planning from Kaplan Professional Australia, and he is a Certified Financial Planning Professional.
But above all, Hardi is a devoted husband and father, a positive influencer, entrepreneur, big dreamer, impact investor, philanthropist, and family wealth planner. His passion for helping families achieve financial security is unmatched, and he takes pride in building lasting relationships with his clients.
Hardi is also a highly sought-after speaker, captivating audiences with his fresh, thought-provoking talks. He has delivered talks on a variety of topics, including raising money-savvy kids, financial planning basics to kick start your career, and the value of proper advice, to name a few. He has been invited to speak at prestigious events such as CTICC Baba Indaba, Stellenbosch University, ENS Cape Town, and Leaderex.
In addition, Hardi is frequently quoted in the financial media and regularly writes about financial planning and investments in various publications, demonstrating his vast knowledge and expertise.
To learn more about Hardi and his exceptional work, please visit his website at www.familywealth.co.za.
Janet Hugo, CFP®
Mark MacSymon, CFP®
Mark MacSymon CFP® is an award-winning financial professional who has nurtured a successful career in the wealth management industry since joining Private Client Holdings in 2010.
Mark’s in-depth understanding of both the investment and legal landscape locally and offshore, helps him to provide comprehensive wealth management advice and solutions for the HNW South African families he prefers to work with.
After completing a Masters Degree in Economics from Stellenbosch University, Mark went on to sharpen his technical tool set with a Postgraduate and an Advanced Postgraduate Diploma in Financial Planning (Investments and Estate planning) from the University of the Free State, and more recently a module in Advanced Taxation from the University of Pretoria.
Mark prides himself on his ability to remain calm under pressure and provide real solutions and comfort during times of discomfort to the families he serves. He believes that the most important attributes of the modern wealth management professional are impartiality, transparency and a commitment to service excellence.
Mark was awarded the FINANCIAL PLANNING INSTITUTE’s™ Financial Planner of the Year Award in 2017. The award was launched in 2000 and is the most prestigious award in South Africa’s financial planning profession. It recognises the country’s top CERTIFIED FINANCIAL PLANNER®. Mark was acknowledged by the FPI as “a stellar professional who exhibits revolutionary ideas, consummate skills and unimpeachable ethics when dealing with clients”.
Mark is a Key Individual of Private Client Wealth Management (PCWM), the advisory arm of Private Client Holdings and a member of the company’s Investment Committee. He is a proud ambassador of the business and the unique multi-Family Office value proposition it provides.
In Mark’s own words, “True value is created when you combine the process of Goals Based Wealth Management with the integrity of an INDEPENDENT INSTITUTION that provides a traditional multi-Family Office service through its innovative organisational architecture.”.
Mark is married to Lindsey and they have two children, Liam and Isabella. As an avid trail runner he is a regular competitor of the annual Otter African Trail Run and has completed the Drakensberg Grand Traverse self-supported. Mark enjoys kayak fishing, explorative travel with his family and competes in as many endurance events as time allows.
Bruce Fleming, CFP®
Bruce has over 25 years’ experience in the financial services industry and is passionate about
lifestyle financial planning, which begins and ends with maintaining and managing his clients’
He started his career as a legal advisor at Old Mutual, followed by practice manager at Acsis (now
Old Mutual Wealth) and has for the last 20 years, practised as a financial planner in various roles.
He joined Private Wealth Management in August 2016.
Bruce won the prestigious Financial Planning Institute’s Financial Planner of the Year Award in
Bruce has a BCom LLB from the University of Kwa Zulu Natal, is a Certified Financial Planner and
holds an advanced Post Graduate Diploma in Financial Planning from the University of the Free
He enjoys spending time with his family, playing golf and travelling.
Wouter Fourie, CFP®
Peter Hewett, CFP®
Peter has operated in the financial services industry for 32 years within trust and fiduciary services, lending, financial planning and advisory, portfolio management and senior executive and board roles within ABSA, FNB, Syfrets, BoE, Nedbank, and Efficient Group.
Peter holds a B.Econ, a CAIB(SA) and a CFP™ and is also a winner of the FPI Financial Planner of the Year Award.
In 2016, Peter established Hewett Wealth as a totally independent financial services business, which currently has branches in Johannesburg, Pretoria and Cape Town and which will gradually expand into other regions in future. The business has grown significantly through referrals since its establishment and now looks after the financial affairs of more than 600 clients with assets under management and advice exceeding R2,3 billion Rand. He is married to Erika and they have two wonderful sons, Ashley and Andrew.
Barry O’Mahony, CFP®
Jan-Carel Botha, CFP®
Warren Ingram, CFP®
Natasja Norval Hart, CFP®
Alec Riddle, CFP®
John Campbell, CFP®
Ian Beere, CFP®
Craig Kiggen, CFP®
Craig commenced his financial planning career in 1998, following completion of a three-year period of articles and Chartered Accountancy studies. He founded Consolidated Financial Planning, which has since evolved to become Consolidated Wealth
At 31 years of age, Craig was distinguished as the youngest global recipient of the Financial Planner of the Year® award. He has presented at numerous international conferences, sharing his expertise in topics such as practice management, mentorship, leadership, financial planning, and leading without authority. Craig has also been invited to participate in panel discussions, appeared on radio, CNBC TV (Africa and Internationally), and authored articles for several financial journals on personal financial planning and business subjects.
Beyond his professional pursuits, Craig has chaired the Africa Board of the Young Presidents Organization (www.ypo.org), leading his region to receive the Best of the Best® award. He presently serves as the only South African member of the International Board of Directors for YPO. A devout and devoted husband and father, Craig revels in outdoor recreation and skiing with his loved ones, whenever the opportunity arises.
Presently, Craig serves as a founding director of Consolidated Wealth Group, an enterprise that manages R3.7 billion on behalf of its clients. You may contact him via email at firstname.lastname@example.org.
Lionel Karp, CFP®
Dulipkumar Garach, CFP®
Gerrit Viljoen, CFP®
Bouwer Nell, CFP®
Bouwer Nell has more than 30 years’ experience as a financial planner and was awarded Financial Planner of the Year in 2002. He started his career as an attorney in private practice, and later joined Old Mutual as legal advisor, before establishing his own financial advice business in 1996.
In 2014, Citadel acquired The Wealth Corporation and Nell became the Regional Head for the Citadel Tygervalley office.
He is passionate about the industry and believes every client should have a financial roadmap based on their unique goals, dreams and ambitions. Over weekends you will find him outdoors spending quality time with family and friends.
Debbie Netto, CFP®
Debbie Netto-Jonker is the founder of Netto Invest (Pty) Ltd. Her journey in the financial services industry began in 1987 when she left the Nursing Profession to become an advisor. Debbie soon registered as an independent financial planner and after studying financial planning through the University of the Free State, registered with the Financial Planning Instituted as a CERTIFIED FINANCIAL PLANNER professional.
In 2001, Debbie was named Financial Planner of the Year by the Financial Planning Institute, iPac and Personal Finance.
Debbie has mentored and given talks to financial planners on how to improve their practice management, client services and has run retirement seminars for various professional associations or public forums. Debbie has appeared on television and radio and is quoted in various personal finance-related publications.
Innovative, systems-orientated and an instinctive strategic thinker, Debbie’s involvement with her clients often extends beyond the strictly financial, to embrace business management and life coaching. Her company’s loyal client base she believes is a direct consequence of reliable ongoing care delivered by a team whose hallmark is independence and integrity. All team members are mentored and coached, ensuring that they continue to provide clients with insightful and effective planning and support on their journey through life.
Debbie is married to Dave, an electrical engineer and has two children, Kerry and Michael. Her passion is helping clients to ‘help themselves’, she loves her time with her family and friends, is a keen rower, a skier and an ocean-going mariner.