Johan Swart
CERTIFIED FINANCIAL PLANNER (CFP) ®
Johan Swart - biography
old mutual personal financial advice
Financial planning is not about the numbers on a spreadsheet; it is about the clarity of the vision you have for your future and the discipline to build the bridge that gets you there.
— Johan Swart
Professional.
With nearly two decades of experience in the financial services industry, my career began in 2006 when I joined Old Mutual Personal Financial Advice.
Over the years, I have had the privilege of consistently performing at a high level, earning membership to the exclusive Circle of Distinguished Advisers (CoDA), and regularly being recognised among the Top 25 Old Mutual Personal Financial Advice advisers in South Africa. I have also been named a runner up in the prestigious Financial Planning Institute of Southern Africa Financial Planner of the Year Awards on multiple occasions, reflecting a strong commitment to excellence and professional standards.
My focus is on designing tailored financial blueprints for high net worth clients. Through an integrated wealth planning approach, I assist clients in growing and protecting their wealth with particular emphasis on estate planning, retirement planning, and offshore investing. Central to my practice is the belief in building long term, trust based relationships grounded in mutual respect, transparency, and consistent deliver.
PERSONAL.
I am married to my high school sweetheart, Mariska, and together we have three wonderful children. Outside of work, I have a deep appreciation for travel, both within South Africa and internationally. I enjoy exploring different cultures, with a particular interest in discovering and collecting unique wines and coffee from around the world.
Much of our personal time is centred around family life, supporting our children in their various sporting and school activities. When time allows, my wife and I enjoy riding our Vespas in search of a quiet bistro, where we can unwind over a good espresso or a glass of wine.
