The finalists for the 2025 Financial Planner of the Year (FPOTY) Award, the most prestigious competition in the financial planning profession, have officially been announced.

Meet the Finalists:

• ‍Brendan Dunn, CFP® – Executive Head, Hewett Wealth
• ‍Theoniel Mcdonald, CFP® – Financial Planning Professional and Entrepreneur‍
• Nicola Langridge, CFP® – Wealth Manager, Private Client Holdings

Now in its 25th year, the FPOTY Award recognises exceptional CFP® professionals who demonstrate technical expertise, ethical practice, innovation, and a client-first approach. The award is a benchmark of excellence and honours those who raise the standards of the profession in South Africa.

The Winner Announcement

‍The winner will be revealed at the FPI Gala Dinner Awards Ceremony on 3 November 2025 at the Sandton Convention Centre, Johannesburg, during the annual FPI Convention.

The evening will also feature additional awards, including:

• Professional Practice of the Year Award
• Diversity and Inclusion Award
• Harry Brews Award‍
• It Starts with Me Award
• Top Candidate Award

This highly anticipated ceremony is a highlight on the financial planning calendar and a celebration of excellence, diversity, and leadership in the profession.