The Financial Planning Institute of Southern Africa (FPI) is proud to welcome and congratulate Galileo Capital (Pty) Ltd on being approved as an FPI Approved Professional Practice™. This prestigious certification signifies that Galileo Capital has met the FPI’s rigorous standards for excellence in financial planning, joining an elite group of nearly 20 FPI Approved Professional Practices across South Africa. “We are truly excited to welcome the team at Galileo Capital to the FPI Approved Professional Practice community,” says Lelané Bezuidenhout, CEO of the FPI.
To achieve this distinguished status, Galileo Capital has demonstrated a firm commitment to upholding the highest standards in the financial planning profession, which include:
- Core Business Focus: A primary dedication to offering comprehensive financial planning services.
- Adherence to the FPI’s Practice Standards: Ensuring a systematic, client-first approach in all financial planning engagements.
- Fiduciary Responsibility: A clear commitment to acting in the best interests of their clients.
- Documented Investment Philosophy: Transparency in investment strategies, accessible and clearly communicated to clients.
- Quality Assurance: Implementing robust quality control measures to maintain service excellence.
- Professional Members: Employing a team where at least 50% of financial advisors are CERTIFIED FINANCIAL PLANNER® professionals, with additional team members working toward FPI-recognised designations.
- Ethical Standards: Adherence to the FPI Code of Ethics and Professional Responsibility, ensuring integrity and professionalism in every client interaction.
Bezuidenhout concludes;This achievement underscores Galileo Capital’s dedication to providing trusted and high-quality financial planning services. By attaining the FPI Approved Professional Practice™ certification, Galileo Capital stands out as a leader in the financial planning community, setting an example for others in the field.”
“At Galileo Capital, we’ve always been focused on providing our clients with the best possible financial guidance; becoming an FPI-approved Professional Practice is the next step in that journey. This recognition speaks to our commitment to professionalism, ethics, and delivering the highest service standards. It’s a proud moment for us, and it means that our clients can continue to trust that their financial needs are in the hands of experts who adhere to rigorous industry standards.
For our clients, it’s a sign of assurance that they’re receiving advice from a practice that values transparency, integrity, operational excellence and ongoing development. For the industry, it’s about setting a higher bar and raising the level of professionalism in financial planning.
Looking ahead, we’re excited to continue evolving our services and meeting our clients’ needs while remaining true to the values that have always driven us—forward-thinking, excellence, and helping people achieve their financial goals.” says Yolande Botha – Senior Financial Planner and Director
Click here To find out more to becoming an FPI Approved Professional Practice or contact businessdevelopment@fpi.co.za.
Professional Financial Planning and Advice for all.
The Financial Planning Institute of Southern Africa NPC (FPI) is the only professional body in South Africa authorised to offer the FSA®, RFP®, and internationally FPSB recognised CFP® professional designations. As a South African Qualifications Authority (SAQA) registered professional body, FPI ensures that its professional designations are listed on the National Learner Record Database (NLRD), affirming the institute’s commitment to educational and professional excellence. Additionally, FPI is approved by the South African Revenue Service (SARS) as a Recognised Controlling Body (RCB), further underscoring its role in upholding high standards within the financial planning profession.
For more information on obtaining a professional designation or to learn about the benefits of FPI membership, please contact us at businessdevelopment@fpi.co.za or call +27 (11) 470 6000.
For more on the Financial Planning Institute of Southern Africa go to www.fpi.co.za