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Plan Your Financial Future

And put your mind at ease

The complexity of finances often overwhelms us and causes frustration and fear.
We are here to put your mind at ease by helping you achieve your financial goals.

We offer independent financial advice and personal financial planning services that will make complex financial problems simple.

About Us

Retirement Planning

Achieve financial freedom and independence at the earliest possible age.

Retirement

Investment Planning

Let us identify effective investment strategies to help you reach your medium long-term goals.

Investment Planning

Estate Planning

We’ll assist you with your Will and financial affairs so your dependents will be cared for.

Estate Planning

Life Insurance

Provide financial security for you and your dependents in the event of your death, illness or disability.

Insurance

About Us

Vernon Cloete Financial Advisors have been advising clients for over 20 years. Founded in 1992 as an independent advisory firm, we focus on investing money with a view to help people achieve financial independence at the earliest possible age.

We offer our clients an unsurpassed service that is not only expected but deserved. Complex Wealth Management Equations Made Simple

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Downloadable PDFs

  • Promotion of Access to Information Manual
  • Treating Clients Fairly Policy
  • Complaints Policy
  • Conflict of Interest Management Policy

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