PSG, the JSE-listed financial services firm, has recognised its top financial practitioners for 2015/16. The awards, announced at a gala dinner at the firm’s annual conference and awards ceremony in Sun City late last week, included awards for PSG’s Financial Planner of the Year, Stockbroker of the Year and Newcomer of the Year, among others.
“As PSG is the largest independent intermediary financial services provider in South Africa, these awards are a significant achievement,” said Dan Hugo, Chief Executive of Distribution at PSG. As at end February, the firm had 711 advisers across 206 offices located throughout South Africa as well as in Namibia and Mauritius.
Hugo noted that the award winners had each outperformed in their respective fields, with awards being based on the following criteria:
• quality and professionalism, which looks at client interaction, the level of education and skills of staff, practice management and compliance
• embracing the PSG strategy, which entails being a strong brand ambassador and supporting the key initiatives of the firm
• profitability, in terms of both growth in revenue and in assets under administration and/or management
The winners
Financial Planner of the Year
Riaan Strydom, partner at PSG Wealth Port Elizabeth. This is Riaan’s fourth award as PSG’s top financial adviser.
Portfolio Manager of the Year
Leon Ferreira, partner at PSG Wealth Pretoria East. This is the fourth time Leon has won this award.
Stockbroker of the Year
Brian van Rensburg, Director of PSG Namibia. This is the second consecutive year that this award has gone to Brian.
Office of the Year
PSG Wealth Pretoria East. This is the eighth time over the past ten years that the office has won this award.
Best Healthcare Practice
PSG Wealth Midlands, headed up by Tinus and Ann Havinga, along with Sylvester Appasamy and Malan Vermaak. The office has achieved this accolade five times.
Employee Benefits Practice of the Year
PSG Wealth Employee Benefits Route 21, Pretoria, headed by Neels and Nerine Brink. Since joining PSG in 2010, the pair have won the Employee Benefits Practice of the Year award five consecutive times.
Short-term Insurance Practice of the Year
PSG Jeffrey’s Bay, headed by Luzanne Wait. This is Luzanne’s first award, although she has been nominated in this category before.
Newcomer of the Year
Kobus van der Merwe, Tyger Waterfront, Cape Town. Kobus joined PSG in the past financial year.
Best Increase in Production
Hanli Jacobs, PSG Namibia.
Best Associated Professional Firm of the Year
Landman van Rensburg
Hugo went on to congratulate all the winners, the nominees and all PSG professionals for their unending drive to offer clients the best possible outcomes and to see the bigger picture in their financial planning.