Skip to content

Jan Vlok, CFA®

Wealth Manager

Bcom Investment Management (Stel)


PG dip Financial Planning (Stel Business School)


+27 72 865 2091



View profile on Linkedin


Cape Town, South Africa

Years in the financial industry


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.