Janet Hugo
About
Janet Hugo
Janet Hugo, CFP®, is a director at Sterling Private Clients with over 18 years of experience in financial planning. Holding advanced postgraduate qualifications from the University of the Free State, she specialises in investment management, estate planning, and wealth management for entrepreneurs, executives, and retirees. Janet’s approach focuses on creating personalised strategies that align with clients’ unique needs and lifestyle goals. Her comprehensive expertise also extends to trust management and pension planning, enabling her to provide holistic financial solutions tailored to each client’s circumstances.
Throughout her career, Janet has received notable recognition for her expertise. She was named Financial Planner of the Year in 2018 after being runner-up for the same award in 2017. She also founded the Sunday Times Wealth Forum and Finance Week Wealth Forum, contributing to public financial education through published articles, media exposure, and presentations. Recently, Janet co-authored a comprehensive textbook on financial planning and investment management for Lexis Nexis, further demonstrating her dedication to advancing the industry.
As a CFP® professional, Janet adheres to the Financial Planning Institute’s Code of Ethics and Professional Conduct. Whether you’re planning for retirement, managing your wealth, or seeking comprehensive financial advice, Janet is committed to helping you achieve your financial goals.
Awards
As runner-up in 2017 and winner in 2018 of the Financial Planner of the Year award, Janet’s accolades underscore her exceptional prowess in investment, tax strategies, and financial planning.