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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


+27 61 169 0085



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Cape Town, South Africa

Years in the financial industry


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.