BEDFORDVIEW FINANCIAL ADVISOR

Mr. VERNON CLOETE
Mr. Vernon  Cloete
MEMBER SINCE 2006
Firm Vernon Cloete Financial Advisors
Suburb Bedfordview
Address Suite O1/BS1, First Floor, Block B Pellmeadow Office Park, 60 Civin Drive, Bedfordview, 2007
See Map
GPS -28.132266, 26.164341
FSP Licence FSP4507
Languages English, Afrikaans & Zulu (in order of proficiency)
Email
Tel 011 453-1683
Cel 083 254 2029
Website www.vernoncloete.co.za
Qualifications

Bachelor of Commerce

Postgraduate Diploma in Financial Planning

Experience & References: We are accredited on the official Allan Gray website. Prior to the accreditation an independent survey was conducted on our existing clients. This is a pre-requisite before being admitted to the Allan Gray Financial Adviser directory. The results are as follows:

We received an overall rating of 88%, with the average ratings as below:

1. The Service that we provide to our clients: 87.14%

2. The Financial adviser's understanding of client's investment needs: 87.14%

3. The Financial adviser's knowledge of investment matters: 92.86%

4. The manner in which the Financial Adviser discloses costs and fees to clients: 80%

5. Recommending the Financial adviser to other people: 92.86%

SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Business Assurance
Offshore Investment
Group Schemes

FOCUS

Specialist in planning for Retirement and all other aspects that impact on the Retired Investor.

OTHER SERVICES

Tax Planning in relation to investments

COMPANIES REPRESENTED


OTHER COMPANIES REPRESENTED

EXPERIENCE

I have been practising as an Independent Financial Advisor since 1992 when I established the company.  I am a keen outdoor enthusiast and enjoy most sports. I hail from the Eastern Cape having attended Queens College and Rhodes University. Please visit my website and see what my clients say about Vernon Cloete Broker Services Pty Ltd. : www.vernoncloete.co.za

I have completed 4 Comrades and 5 Two Oceans. I am married with two children, a son, studying medicine and a daughter who is a qualified Certified Financial Planner. I also enjoy Golf when time permits. I am a Christian and worship at Rosebank Union Church. I was born into a Methodist family but married a Baptist and stood no chance but to join up with the Baptists. I love my work and have a passion for helping people achieve Financial Independence.

One of my quotes: "Retirement Planning is about achieving financial independence at the earliest possible age"

Three rules when buying property are, "Position Position Position" Three rules when investing are "Vernon Vernon Vernon"

Please visit www.vernoncloete.co.za or call me on 083 254 2029

ABOUT FIRM

Vernon Cloete Financial Advisors have been advising clients for over 20 years. Founded in 1992 as an independent advisory firm, we focus on investing money with a view to help people achieve financial independence.

The management team is backed by committed and dedicated employees with combined skills and expertise. This enables us to offer our clients a unsurpassed service that is not only expected but deserved.

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R0.00
Recurring monthly: R0.00
Remuneration Fee OR commission
Legal structure of employer (Pty) Ltd company
Number of staff 6 - 10
Indemnity insurance Insurance: yes
Value: R5000000.00
LATEST NEWS AND VIEWS
WE HAVE MOVED!
Pop-in for a cup of coffee and see our wonderful new offices:
  • Suite O1/AN2, 1st Floor, Block A,
    Pellmeadow Office Park,
    60 Civin Drive,
    Bedfordview
  • 2007
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS


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