Skip to content?

JC Botha

Senior Financial Planner | Strategy & Investments

Representative of Hood Sweeney Securities AFS Licence No. 220897

JC Botha is a Certified Financial Planner® with more than 15 years’ experience.

Hailing from South Africa, where he was well known on the financial planning speaker circuit, JC and his family relocated to Adelaide in 2021 so JC could join Hood Sweeney Securities Pty. Ltd.

With a focus on lifestyle financial planning, JC uses the full suite of techniques to help clients build tailor-made financial planning solutions to achieve their goals over time.

In 2012, he won South Africa’s prestigious Financial Planner of the Year award; he is a Brand Ambassador for the Financial Planning Institute of South Africa; and a published thought leader in the industry.

In 2014 he founded his own firm, Purpose Wealth and served as its Managing Director. Purpose Wealth was acquired in 2019 by financial services firm Citadel, and JC was Advice Partner there until moving to Australia in 2021.

“The key to financial planning is to understand what your client is thinking and feeling. Emotional responses are more important than people think in meeting goals. I also aim to educate my clients along the way as the more they understand, the more comfortable they become and the interactions with them come to be so much more meaningful.”

JC is a Committee Member on the Hood Sweeney Securities Investment Committee and also sits on the Manager Selection and Monitoring Sub-Committee. With his keen interest in investments he is an active contributor in these forums and drives the marketing and education on investing which is delivered to Hood Sweeney Securities’ clients.

Outside of work JC loves family time, exploring the outdoors with his wife and four children. He’s also keen on a round of golf and enjoys watching cricket.

Qualifications and memberships

  • Graduate Diploma in Financial Planning, Kaplan Professional,(Australia, 2020)
  • Level 1, CFA Institute, (USA, 2016)
  • CERTIFIED FINANCIAL PLANNER® (2010)
  • Postgraduate Diploma in Financial Planning, University of the Free State (South Africa, 2008)
  • Bachelor of Commerce & Economics, University of South Africa (2007)
  • Certificates: Compliance Officer of Derivatives Markets; Agricultural Products Dealer, Johannesburg Stock Exchange (2003)
Contact JC

Get in touch

Get in touch with Hood Sweeney to see how we can help your organisation or call us now on 1300 764 200

Share on LinkedIn Share on Facebook
Menu