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Liquid Investments

An asset that can be converted into cash quickly and with minimal impact to the price received. Liquid assets are generally regarded in the same light as cash because their prices are relatively stable when they are sold on the open market.

What We Do

  • Retirement Planning
  • Investment Planning
  • Life Insurance
  • Estate Planning
  • Cash Investments
  • Share Portfolios
  • Unit Trusts

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Our Financial
Service Providers

Allan Gray Momentum
Coronation Fund Managers Investec
Marriott Old Mutual
Stanlib Sanlam
Liberty Life Franklin Templeton Investments

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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  • Promotion of Access to Information Manual
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