Kelcey Cloete, CFP®
Wealth Manager
Bcom (Economics and Organizational Psychology)
Bcom Hons (Economics)
Mcom (Economics)
Post Graduate Diploma in Higher Education
Post Graduate Diploma in Financial Planning, CFP
I believe that the difference between ordinary and extraordinary is that little ‘extra’. As such, I strive to always look for opportunities to go a little extra to help make a difference in the lives of others. Jack Mitchell’s concept of ‘Hug your Customer’ governs the way I work – I enjoy helping others and pride myself in being client centric.
What I love most about my job
I love helping others and pride myself on being client centric. It is a privilege to work in a position of trust that affords us the opportunity to partner with clients to help them achieve their personal and financial goals.
Specialist areas of expertise, both locally & offshore
Business Assurance planning
Pre-and Post-Retirement Planning
Estate & Legacy Planning
Traditional & Alternative Investment Management
Meet with us
If you’d like to set up an introductory meeting, please get in touch with us.