Recognition & Awards
Qualifications & Recognition
Committed to Excellence in Financial Planning
Recognised for delivering trusted, professional financial planning and outstanding client results.
Let us be your lighthouse carrying you through stormy times.
We go the extra mile, because it is never crowded there.
Spies and Associates
The CFP® designation is internationally recognised as the standard for financial planning professionals.
The status gives consumers confidence that the financial planner they’re dealing with is suitably qualified to provide advice and information and gives assurance that they remain up to date with developments in the industry.
In order to receive the respected CFP® designation, an applicant must meet the four E’s of the profession of financial planning:
Education | Examination | Experience | Ethics
CFP® professionals must maintain technical competence and ethical standards by renewing their membership annually and completing 35 hours of Continuing Professional Development (CPD) each year, including at least five hours in Professional Ethics and Financial Planning Practice Standards. These requirements ensure CFP® professionals remain highly qualified to deliver sound, professional financial advice.
At Spies and Associates we believe in education as well as experience, that is why we employ only the best.
This is to ensure that our clients receive only the best advice possible.
Awards
2019, 2020 & 2022 Multiple Old Mutual Chairmans Prize Winner
Chairman’s Prize winners, Number 1 in South Africa under Old Mutual Personal Financial Advice
2023, 2024 & 2025
Top 5 General Practice 2023, 2024 and 2025 in South Africa
2022
Number 1 Old Mutual PFA Practice in South Africa
Financial Planning Institute of Southern Africa Certified Financial Planner® of the Year Top 3 finalist
2021
Top 5 Old Mutual PFA Practice in South Africa
Hendrik Spies qualifies as a Top 3 qualified Financial Planner in South Africa under the Financial Planning Institute of Southern Africa prestigious Financial Planner of the Year competition.
2020
Number 1 Old Mutual PFA Practice in South Africa
Financial Planning Institute of Southern Africa Financial Planner of the Year Top 5 finalist
Hendrik Spies recognized as one of the Top 35 CA’s under the age of 35 in South Africa by the South African Institute of Chartered Accountants (SAICA).
2018 - 2019
Number 1 Old Mutual PFA Practice in South Africa
Winner of Malmesbury Sakekamer Medium Business of the Year
Top 10 Old Mutual PFA Practice in South Africa
Delivered Top Junior Old Mutual PFA Adviser
2014 - 2017
Winner of Malmesbury Sakekamer Medium Business of the Year (2017)
Spies and Associates delivers more number 1 Old Mutual PFA Junior Advisers (1st year as well as 2nd year of employment)
2011 - 2014
Top 50 Old Mutual PFA Practice in South Africa
2006 - 2008
Top 25 Old Mutual PFA Practice in South Africa
2003 - 2005
Top 25 Old Mutual PFA Practice in South Africa
2001 & 2002
Top 50 Old Mutual PFA Practice in South Africa
1997 - 2000
Top 50 Old Mutual PFA Practice in South Africa
1988 & 1991
Top 50 Old Mutual PFA Practice in South Africa