Financial Planner Of The Year Finalists 2025
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Financial Planner Of The Year Finalists 2025
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Meet South Africa’s top financial planners of 2025!
In this episode of PROpulsion LIVE, we sit down with the finalists for the 2025 Financial Planner of the Year Award - Brendan Dunn (Hewett Wealth), Theoniel McDonald (Wealth Associates / Carmel Wealth), and Nicola Langridge (Private Client Holdings).
The award, presented by the Financial Planning Institute of Southern Africa (FPI), recognises a CERTIFIED FINANCIAL PLANNER® professional who demonstrates outstanding financial planning skills, lives the FPI Code of Ethics, and communicates with clarity and care.
The winner will be announced on 3 November 2025 at the Gala Dinner in Johannesburg - but before then, we explore what it really takes to reach this level.
Join us as we discuss their approach to client relationships, advice processes, the balance between value and cost, and the mindset that drives excellence.
#FinancialPlannerOfTheYear #FPI #FinancialPlanning #CFP #Explore2025 #PROpulsionLIVE #FinancialAdvice #FinancialAdviser #FinancialPlanningProfession
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