This site uses cookies to provide you with a more responsive and personalised service. By using this site you agree to our use of cookies. Please read our PRIVACY POLICY for more information on the cookies we use and how to delete or block them.
  • Wealth Advisory

    Guiding you towards good financial choices

WEALTH ADVISERS WITH A DIFFERENCE

BDO Wealth Advisers offers a full range of wealth advisory and financial planning services to individuals, companies and estates. Our goal is to help our clients get to the right solutions so we can positively contribute to their lives.

WE ARE :

  • CONNECTED to BDO’s global network of audit, tax and advisory specialists across 162 countries
  • EXPERTS IN OUR FIELD with proven results and successes for our clients
  • TRUSTED to offer objective, proactive and tailored advice.

Everyone should have the opportunity to live the life they want.

We can help you get there.

WHY USE A CERTIFIED FINANCIAL PLANNER®?

The CFP® designation is internationally recognised as the benchmark for professional advice. Holders of this designation have met stringent qualification and competency requirements as well as abide by unequivocal ethical standards. This means that not only will you have peace of mind regarding the technical accuracy of the advice but also the integrity that underpins it. Added to this is the fact that we are a FPI Approved Professional Practice™.

WHAT IS AN FPI APPROVED PROFESSIONAL PRACTICE?

FPI Approved Professional Practice™
Being an FPI Approved Professional Practice™ makes your business stand out amongst its peers and sends a clear message to your clients that your practice adheres to the highest levels of global standards and ethics in financial planning. It also validates that your practice is following the six step financial planning process and that you place the needs and objectives of your clients at the heart of your business.

We are thrilled that BDO Wealth Advisers has been named the FPI Approved Professional Practice of the Year, 2020. An endorsement by the FPI as being the business which has set the benchmark for professionalism and standards in financial planning in South Africa is a prestigious achievement for BDO Wealth Advisers, which we are pleased to share with you.

The Financial Planning Institute of Southern Africa (FPI) is the South African Qualifications Authority-recognised professional association for financial planners in South Africa. It sets the standards for financial planning in the country and is the only institution in South Africa to offer the CFP® certification.

The FPI also recognises financial planning businesses that meet specific quality standards and measures as an FPI Approved Professional Practice™ - there are currently only 14 financial advisory businesses in South Africa that are a FPI Approved Professional Practice™. These businesses stand out amongst their peers as adhering to the highest levels of standards and ethics in financial planning.

Not all awards are equal, just as not all Financial Planners are equal. We are proud of the recognition we have achieved as the benchmark for professional financial planning in South Africa for 2020.

We thank all our clients for placing their trust in us, as we walk with you on your financial journey.

 

Best Life

Download our brochure

p>