Hardi is a CFP® professional. Certified Financial Planner® certification is the only globally recognized mark of professionalism for financial planning.
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| CONTACT NUMBER: | 0212035304 / 0829792456 |
| ADDRESS: | Family Wealth Custodians Polo Pavilion Office Val de Vie Estate Paarl 7646 |
| WEBSITE: | https://www.familywealth.co.za VISIT WEBSITE |
Hardi is the founder and managing director of Family Wealth Custodians. In 2019, the Financial Planning Institute of Southern Africa awarded Hardi the South African Financial Planner of the Year award. Family Wealth Custodians was crowned the Best Advisor Practice established under three years for South Africa in 2023, awarded by International Advisor magazine, a UK-based global publication in Collaboration with Morningstar International.
Hardi has almost two decades of experience in the field of comprehensive financial planning and wealth management. He is a Certified Financial Planning Professional with an International Master's Degree in Financial Planning from Kaplan, Australia.
Hardi is well-versed in the industry and its legislation and remains at the forefront of significant industry developments. He serves on numerous industry bodies, such as the Financial Planning Institute of Southern Africa's Marketing and Communication committee, the Allan Gray National Advisor Forum, and the Executive Committee of Young Presidents' Organization Greater Cape.
Hardi has been a guest speaker to the larger public on various financial planning and wealth management topics, including the CTICC Indaba, Stellenbosch University Business School, FPI National Financial Planning Conference, and LeaderEx. Hardi is regularly quoted in Business Day TV, Personal Finance, RSG Radio and various other radio stations and is a guest lecturer at Stellenbosch University Business School. He is passionate about family wealth planning and enjoys educating and contributing wherever possible.
For more information on Hardi visit www.hardiswart.co.za or www.familywealth.co.za
Family Wealth Custodians is an independent wealth management and financial planning company. We know that for our clients, their families are their greatest wealth. Thus, we provide bespoke services to families through each step of their family financial journey.
What makes Family Wealth Custodians Unique:
1. Highly qualified team of dynamic professionals
Our highly qualified team has extensive experience in the financial services industry, having worked with many influential South-African families. When engaging with us, you will have two financial services specialists present in every meeting—ensuring that there is always a dedicated professional looking after your affairs and that you never have to contact a call centre.
2. Independently owned and managed
We are fiercely independent, so our clients receive objective advice that is always in their best interest. As an owner-managed company, we are not bound by corporate bureaucracy, nor must we focus on creating shareholder returns. Our focus is always on the long-term interests of our clients and how we can support them in their family wealth journey.
3. Not commission based
We do not earn a commission on selling investment products but charge a rand-based or percentage-based annual financial planning and wealth management fee based on the professional services we deliver and the value we can add.
4. A holistic approach combining In-House and outsourced services
Our holistic service offering extends to numerous specialist services. Our experience shows that we can create even better results by appointing specialists in wealth management, retirement planning, insurance advice, Legacy & Trust, Tax planning, and behavioural coaching.
5. Absolute transparency
When engaging with us, you will receive absolute transparency. There are no hidden costs, kickbacks, or unforeseen expenses. We disclose all our fees and ensure a clear correlation between our value proposition and our clients' fees.
6. Business with Purpose
For us, our business is about much more than just chasing profits. We are focused on conducting business ethically and sustainably. We also believe that we are the custodians of a better future together with our clients. Thus, we invest in our people and communities.
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