|Firm||Vernon Cloete Financial Advisors|
Suite O1/BS1, First Floor, Block B
Pellmeadow Office Park,
60 Civin Drive,
|Languages||English, Afrikaans & Zulu (in order of proficiency)|
|Cel||083 254 2029|
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%
|Life and Disability|
FOCUSSpecialist in planning for Retirement and all other aspects that impact on the Retired Investor.
Tax Planning in relation to investments
OTHER COMPANIES REPRESENTED
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
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.
|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