The Financial Planning Institute of Southern Africa (FPi) is proud to welcome and congratulate Foundation Family Wealth on being approved as an FPi Approved Professional Practice™.
This prestigious certification signifies that Foundation Family Wealth has met the FPi’s rigorous standards for excellence in financial planning, joining an elite group of nearly 25 FPi Approved Professional Practices across South Africa. “We are truly excited to welcome the teams at Foundation Family Wealth to the FPi Approved Professional Practice community,” says Leláné Bezuidenhout, CFP®, CEO of the FPi.
To achieve this distinguished status, Foundation Family Wealth has demonstrated a firm commitment to upholding the highest standards in the financial planning profession, which include:
- Core business focus: A primary dedication to offering comprehensive financial planning services.
- Adherence to the FPi’s Practice Standards: Ensuring a systematic, client-first approach in all financial planning engagements.
- Fiduciary responsibility: A clear commitment to acting in the best interests of their clients.
- Documented investment philosophy: Transparency in investment strategies, accessible and clearly communicated to clients.
- Quality assurance: Implementing robust quality control measures to maintain service excellence.
- Professional members: Employing a team where at least 50% of financial advisers are CERTIFIED FINANCIAL PLANNER® professionals, with additional team members working toward FPi-recognised designations.
- Ethical standards: Adherence to the FPi Code of Ethics and Professional Responsibility, ensuring integrity and professionalism in every client interaction.
“Foundation Family Wealth is proud to be recognised as an FPi Approved Professional Practice™,” says Sunél Veldtman, CFA®, CFP®, CEO of Foundation Family Wealth. “Since 2012, we have advised more than 200 families, with R4.4 billion under advice, built on independent, considered counsel rather than commission-based advice. This accreditation reflects the standards we’ve always held ourselves to as a long-term financial partner to our clients.”
Achieving FPi Approved Professional Practice™ status affirms the strength of Foundation Family Wealth’s governance, processes and professional capabilities and reflects the firm’s technical depth across financial planning, investment management, tax, retirement and estate planning.
“This achievement underscores Foundation Family Wealth’s dedication to providing trusted and high-quality financial planning services. By attaining the FPi Approved Professional Practice™ certification, Foundation Family Wealth stands out as a leader in the financial planning community, setting an example for others in the field,” concludes Bezuidenhout.
As Foundation continues to deepen relationships with clients navigating complex financial lives, this accreditation further underscores the long-term partnership the firm was built on.