• JHB: +27 11 707 1340 CPT: +27 21 683 1354 DBN: +27 31 835 0400

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

Jan Vlok, CFA®

Wealth Manager

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.

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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 been in the finance & investment industry since 2014, starting out as a paraplanner working with holistic needs of families, where I gained a passion to see financial plans work out for individuals. In 2016 I assumed the role and an Asset Manager Research Analyst at Glacier, and after missing the action on the asset allocating side, moved to Alpha in 2018 as a wealth manager.

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

Lincoln on The Lake,
2 The High street,
Parkside,
Umhlanga Ridge, 4319

Mauritius

+230 404 8015

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