Profile
About
Managing Director at Family Wealth Custodians | Certified Financial Planner® | 2019 SA Financial Planner of the Year
As the Managing Director of Family Wealth Custodians, I bring nearly two decades of expertise in guiding families toward financial security and prosperity. My journey began with personal experience, managing my family's wealth after my father's passing in 2003. This unique insight drives my dedication to providing comprehensive investment strategies, asset allocation, and fiduciary services.
Recognized as the 2019 South African Financial Planner of the Year, I am committed to maintaining the highest standards of excellence in financial planning. My involvement extends beyond my firm; I actively contribute to the financial planning community through roles in the Financial Planning Institute of Southern Africa, Allan Gray National Advisor Forum, and YPO Greater Cape. I regularly share my insights at prestigious events and conferences, advocating for financial literacy and family wealth management.
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HardiSwartCFP®
Managing Director - Family Wealth Custodians