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Hardi Swart CFP

Hardi Swart CFP

Managing Director

Hardi Swart is at the helm of Family Wealth Custodians as managing director. A Certified Financial Planner® professional with nearly two decades of experience, Hardi brings a wealth of knowledge and a proven track record of success in guiding families towards financial security and prosperity.

Hardi's expertise encompasses investment strategies, asset allocation, portfolio structuring, and fiduciary services. His career began with the personal experience of managing his family's wealth after his father's passing in 2003. This instilled in him a deep understanding of the unique challenges families face. He subsequently excelled as a wealth manager at Autus Private Clients, serving on the executive committee from 2011 to 2022.

Hardi's dedication to his profession is unwavering. This is evident in his recognition as the 2019 South African Financial Planner of the Year by the Financial Planning Institute of Southern Africa. He holds an International Master's Degree in Financial Planning from Kaplan, Australia, and maintains his CFP® certification, a testament to his commitment to staying at the forefront of his field.

Hardi's influence extends beyond his role at Family Wealth Custodians. He is a driving force in the financial planning community. He serves on the Marketing and Communication Committee of the Financial Planning Institute of Southern Africa, the Allan Gray National Advisor Forum, and the Executive Committee of YPO (Young Presidents' Organization) Greater Cape. His insights are sought after, and he regularly shares his expertise at events like the CTICC Baba Indaba, Stellenbosch University Business School, FPI National Financial Planning Conference, and LeaderEx.

Hardi's passion for family wealth extends beyond his professional pursuits. He is married to Anemike, and they have three daughters. His personal experience informs his commitment to helping families navigate their financial journeys and achieve their long-term goals.

Qualifications:
MCom Financial Planning from Kaplan, Australia
Post Graduate Diploma in Financial Planning from Stellenbosch Business School
International Diploma in Business Consulting from Syracuse University & Stellenbosch University
Graduate Diploma of Financial Planning from Kaplan, Australia
BCom Management Accounting from Stellenbosch University

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