Who we are
OUR
VISION
To be the trusted leader in comprehensive financial planning, empowering families to achieve their financial goals and secure a prosperous future through personalized, ethical, and innovative solutions.
OUR
MISSION
At Family Wealth Custodians, our mission is to provide tailored financial services that address the unique needs of each client. We are committed to delivering unbiased, expert advice with the highest standards of integrity, leveraging advanced technology and fostering strong community relationships to create lasting value and positive impact.
Our Values:
Stewardship
Integrity
Independence
Why us
01.
One-stop solution for all your financial needs
02.
Independence and Unbiased Advice
03.
State-of-the-Art Solutions
Maximize your return on life
Awards and Highlights
While recognition through international and national awards does not define us, it underscores Family Wealth Custodians' credibility and expertise. These accolades provide reassurance to prospective clients about the high quality of service and dedication they can expect from us. Our commitment to excellence is reflected in these honors, reinforcing our position as a trusted leader in the financial planning industry.
2024
Top 50 IFAs South Africa 2024 Winner
Top 50 Independent Financial Advisor in South Africa: Hardi Swart Managing Director Family Wealth Custodians
2023
International Adviser Best Practise Awards 2023
Best Adviser Firm (established under three years): Family Wealth Custodians
South African Financial Planner of the Year
South African Financial Planner of the Year:
Hardi Swart Manging Director Family Wealth Custodians
2019
2018
Runner-Up South African Financial Planner of the Year
Runner-Up South African Financial Planner of the Year:
Hardi Swart Managing Director Family Wealth Custodians
2017
Business Network International Awards
Givers Gain Award:
Hardi Swart Managing Director Family Wealth Custodians