Our Managing Director receives prestigious award
Updated: Oct 15, 2019
Article by Autus Team
Hardi Swart, a Certified Financial Planner® and managing director of Autus Private Clients, has been named the Financial Planning Institute of South-Africa’s Financial Planner of the Year for 2019.
Hardi accompanied by his wife Anemike, received this glamorous award at a gala dinner at the FPI Convention in Sandton. The award is the highest accolade bestowed on financial planners in South Africa.
The rigorous selection process requires selected candidates to submit a detailed case study; to open their practices for inspection; and to demonstrate their expertise in a panel interview on topics from legislation and industry trends to technical information and the ability to prioritize client’s needs.
Hardi is a farm boy from the small town Naboomspruit, in Limpopo, whose passion for financial planning started many years ago when his father was killed in a tragic car accident. His family was not prepared for the tough times that followed and when they eventually sold their farm and businesses they were poorly advised and ended up loosing a large portion of their family wealth.
This was a tough but extremely valuable lesson to learn at a young age, however this was also the event that triggered his interest in multi-generation family wealth planning and why he is passionate about helping families avoid financial pitfalls.
Hardi completed his Postgraduate Diploma in Financial Planning from the University of Stellenbosch Business School. Hardi also obtained his B com degree at the University of Stellenbosch and completed an international diploma in business consulting through collaboration with Syracuse University New-York.
Hardi has been part of the Autus team for more than 10 years. Autus was founded in 2001 by Christo Malan.“I am privileged to be part of a great team. Autus is a business that recognizes the value of family. As a family-owned business with a desire to pass the business onto the next generation, we have a long-term investment horizon. We see ourselves as stewards of a better future.”
We would like to congratulate Hardi on this great achievement and wish him all the best for the future. For more than two decades Autus Private Clients and Family Office have been serving families all over the world and we are now also part of the growing Val de Vie community.
Hardi Swart, CFP®, is the Managing Director of Autus Private Clients and 2019/20 FPI Financial Planner of the year.
Contact Hardi Swart at firstname.lastname@example.org or 086 107 7789.