About Us

We must explain to you how all seds this mistakens idea off denouncing pleasures and praising pain was born and I will give you a completed accounts off the system and expound the actually teaching of the great explorer ut of the truth, the master builder of human happiness.

CONSULTATION

Contact Info

  • Rock St 12, Newyork City, USA

  • (526) 236-895-4732

  • test@test.com

  • Week Days: 09.00 to 18.00
    Sunday: Closed

ADVISOR PROFILE

Advisor Profile

Chloé Petyt, CFP®

Paraplanner

I have always had a passion to help and connect with people. My aim is to add value to a client by helping them live their best possible life through holistic financial planning that is customised to their individual needs.

Linkedin
View Profile

Location
Cape Town, South Africa

SPECIALIST AREAS OF EXPERTISE, BOTH LOCALLY & OFFSHORE

Corporate
Treasury Management

Pre- & Post-
Retirement Planning

Traditional & Alternative
Investment Management

Estate &
Legacy Planning

Business
Assurance Planning

PART OF A BIGGER TEAM

When needed, I connect my clients to various internal specialists within AlphaWealth as well as within external professional partners, locally and abroad, that I have worked with over many years. These areas include:

Tax
Legal, Fiduciary, and Estate Administration
Specialist Lending
Private Equity
Global Citizenship

ABOUT ME

I have always had a desire to be a part of a profession that positively impacts people’s lives. This, together with my strong appreciation of the power of money and the importance of saving, led me to the financial services industry. Having initially studied Psychology, I recognise the importance of providing a client with both financial and behavioural guidance to help them achieve their personal and financial goals.

Meet with us.

If you’d like to set up an introductory meeting, please get in touch with us.

Johannesburg

+27 11 707 1340

+27 11 706 9711

Alpha House,
Ballywoods Office Park,
33 Ballyclare Drive,
Bryanston

Cape Town

+27 21 683 1354

+27 21 683 1396

25 Protea Road, 2nd Floor,
The Terraces,
Claremont,
7708

Durban

+27 31 835 0400

+27 31 566 1310

Umhlanga Arch,
1 Ncondo Place,
Umhlanga Ridge,
4320

Mauritius

+230 404 8015

4th Floor, Ebene Skies,
Rue de l’Institut,
Ebene,
80817,
Mauritius