Jan Vlok, CFA®
Wealth Manager
Bcom Investment Management (Stel)
PG dip Financial Planning (Stel Business School)
I have a deep passion for making the investment experience for clients as transparent as possible, but also allowing clients to understand as much as possible. I enjoy optimising financial and investment plans for clients a lot. A big focus for me is to always have an after-tax, risk reward mindset when tackling investment problems, which to me should be pure common sense.
What I love most about my job
Improving the lives of our clients and assisting them in reaching their financial goals.
Specialist areas of expertise, both locally & offshore
Investment Management
Corporate Cash Management
Retirement Planning
Meet with us
If you’d like to set up an introductory meeting, please get in touch with us.