Life's school of hard knocks forges top financial planners
Financial planning is about being prepared for what life throws at you
Life experience is a good quality to look for in your financial adviser, because financial planning is about being prepared for what life throws at you. And this year's financial planner of the year, Janet Hugo, has had a wide range of it. She grew up on a farm and lived in Johannesburg before moving to her current home in Hermanus. Now, recognised as a leading financial planner by the Financial Planning Institute (FPI), the professional body for advisers who hold the certified financial planner accreditation, she is facing one of her biggest challenges: supporting her husband, Victor, through cancer. It's an experience that brings home to Janet what she often tells her clients - make life-proof financial plans that go beyond selecting investments. Victor is the investment guy in the family - a financial analyst who ran his own asset-management company - but Janet is the one who learnt how to protect what the couple built against life's hard knocks. "Luckily, we had good cover and t...
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