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Top three now in line for the coveted 2013 Financial Planner of the Year award

28 May 2013 The Financial Planning Institute

The Financial Planning Institute (FPI), a SAQA approved professional body, has announced the names of the three professional financial planners who have progressed to the third and final round of the competition. The group of finalist will today present t

Barry O' Mahony, CFP®, is a founder of Veritas Wealth Management. He holds a Bachelor in Economics, a Diploma in Business Administration, a Diploma in Social Studies (from Oxford) and a Diploma in Financial Planning.

Donovan Adams, CFP®, is a retirement specialist at Chartered Wealth Solutions in Johannesburg. He holds a B.Com Honours degree (NMMU) and an Advanced Postgraduate Diploma in Financial Planning Law (UFS).

Shaun Latter, CFP®, is founder of Quaestor Wealth Management. He holds an Advanced Postgraduate Diploma in Financial Planning and is a Certified Life Coach.
Now who will scoop the 2013 Financial Planner of the Year Award at the 2013 FPI Annual Convention and be appointed as the FPI and CFP® professional brand ambassador as well as a R50 000.00 cash prize?

Quick Polls

QUESTION

The New Year is a great time to talk to your clients about important insurance and investment decisions. What is your go-to strategy for re-engaging clients in January?

ANSWER

Discuss necessary portfolio realignments
Remind clients to update policy information
Review and refresh clients’ financial goals
Suggest a household budget review
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