Financial Planner of the Year 2012
Runner-up to Financial Planner of the Year 2010 & 2011
Member of the Financial Planning Institute South Africa
B.Com degree in Economics (UNISA)
Post Grad Dip Financial Planning (UFS)
Jan-Carel Botha is the founder and director of Purpose Wealth (Pty) Ltd. As a Certified Financial Planner CFP®, Jan-Carel started his career as a fee-based professional financial planner in 2007. In 2012 he won the Financial Planner of the Year award and was runner-up in 2011 and 2010.
With a passion to help people find and live their life purpose, Jan-Carel has developed and managed financial plans and investment strategies for hundreds of people, enabling them to reach their financial and personal goals reliably over time. He believes that constant improvement and adoption of global best practices in financial planning is of essence to stay relevant and continue to provide clients financial security.
Jan-Carel has been a guest speaker on numerous platforms to the larger public on various topics of financial planning and wealth management, including CNBC Africa TV, Summit TV, SABC TV as well as radio shows on RSG, 702, Classic FM and Impact Radio 103FM. He is also regular guest speaker to corporate companies and members of pension and provident funds on specific issues of financial planning.