ADVISOR PROFILE
- JHB: +27 11 707 1340 CPT: +27 21 683 1354 DBN: +27 31 835 0400
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.
Mobile
+27 72 865 2091
Email
jan@alphawealth.co.za
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 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