Associate & 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 in South Africa and Australia.
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 was 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 Adelaide 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 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.
In July 2022 JC was promoted to Associate as he brings a valuable skillset including business acumen, strategic thinking and intuitive relationship management to Financial Planning and the wider business. The promotion acknowledges him as a future leader in the business.
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)