The company was founded with a mission statement to improve on areas that the founders, Mr M Biagi & Mr A. Pesic, believed were lacking in the South African Financial Planning environment. As Certified Financial Planning Professionals, we believe in holistic financial planning. Creating wealth for clients while protecting risks that can or cannot be controlled. As members of the Financial Planning Institute of South Africa we have undergone an ethical oath to provide sound advice to the best of our abilities, providing peace of mind to all those we deal with.
Accredo's FPI Relationship
The Financial Planning Institute of Southern Africa (FPI) is the leading independent professional body for financial planners in South Africa. As a non-profit professional body and founding member of the international Financial Planning Standards Board Ltd. (FPSB), we exist to improve the level of professionalism and positively influence the quality of advice delivered by our members. Through our global partnership with FPSB, along with other over 20 other countries, we are the only institution in Southern Africa able to offer the CFPÂ® certification. The CFPÂ® mark asserts that the financial planning professional has met stringent qualification and competency requirements and adheres to an uncompromising code of ethics and professional standards. This assures you, as their client, comprehensive and robust personal financial planning services and greater certainty around your financial future.