The Financial Planning Institute of Southern Africa (FPI) has recently accredited, and welcomed on board, Absolut Wealth Management and Gradidge-Mahura Investments as FPI Approved Professional Practice™ firms after both practices met the highest professional financial planning standards set by FPI.
“Our promise is to offer quality advice with a holistic financial planning approach by incorporating the six step financial planning process to provide clients with a tailored financial plan that meets their needs. The FPI Approved Professional Practice™ brand aligns very well with these strategic goals and promise statement,” said Michael Westcott, CFP®, Founder of Absolut Wealth Management
The FPI Approved Professional Practice™ accreditation makes business stand out amongst its peers and sends a clear message to clients that the financial planning practice adheres to the highest levels of standards and ethics.
“Our motto is Independent. Professional. Confidential. It is great to be able to go through an independent and structured process, and be found that we are indeed professional in our approach to dealing with clients. Being the first black owned and managed practice to achieve this is the cherry on top, and hopefully inspires other black practices to follow our lead,” said Craig Gradidge, CFP® and Kagisho Mahura, CFP®, Executive Directors of Gradidge-Mahura Investments.
With consumers in South Africa having the need to become more financially literate as they are feeling challenged by their finances (this is according to the recent Global Consumer Survey conducted by FPI and Financial Planning Standards Board), becoming an FPI Approve Professional Practice™ firm places you on top when it comes to consumers searching for a CERTIFIED FINANCIAL PLANNER® professional who provides trusted sound advice and one who is able to guide consumers in reaching their financial goal.
Sherma Malan, CFP®, Head: Membership and Corporate Relations at FPI commented; “We are pleased to partner with both practices to ensure that we continue providing professional financial planning for all. The accreditation also validates that Absolut Wealth Management and Gradidge-Mahura Investments financial planning processes are designed to provide clients with peace of mind as they embark on their journey of financial freedom.”
Godfrey Nti, CEO of the FPI