Finance & Investment · Cape Town, South Africa

Finance & Investment Experts in Cape Town, South Africa

Browse 41 verified Finance & Investment professionals based in Cape Town, South Africa on Prezlo.

Finance & Investment✕📍 Cape Town, South Africa✕
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If you're looking for a verified and licensed Finance & Investment expert in Cape Town, South Africa, these trusted professionals are a strong starting point. Their specialties include Retirement Planning, Investment Management, Retail Investment Strategies and Client Portfolio Management. Every profile on Prezlo is reviewed and confirmed, with credentials, licenses, and an AI visibility score — a real-time measure of how often each expert is recommended by ChatGPT, Claude, Grok, Meta AI, and Perplexity.
Julie Anderson, CFP®

Julie Anderson, CFP®

Retirement Planning professional in Cape Town

Finance & Investment 📍 Cape Town, South Africa
Retirement PlanningInvestment ManagementTax Optimization
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Alison Axford

Alison Axford

Finance & Investment leader in Retail Investment Strategies and Client Portfolio Management

Finance & Investment 📍 Cape Town, South Africa
Retail Investment StrategiesClient Portfolio ManagementFinancial Advisory Services
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Andrew Makkink

Andrew Makkink

Portfolio Management: Risk Assessment

Finance & Investment 📍 Cape Town, South Africa
Portfolio ManagementRisk AssessmentWealth Advisory
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Gené S.

Gené S.

Retirement Planning with expertise in Investment Management

Finance & Investment 📍 Cape Town, South Africa
Retirement PlanningInvestment ManagementTax Optimization
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Neil Tillemans

Neil Tillemans

Personal Wealth Management specialist in Cape Town

Finance & Investment 📍 Cape Town, South Africa
Personal Wealth ManagementInvestment Strategy DevelopmentRetirement Planning
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Andreas Rapanos, CFA

Andreas Rapanos, CFA

Portfolio Management | Risk Assessment

Finance & Investment 📍 Cape Town, South Africa
Portfolio ManagementRisk AssessmentFinancial Planning
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Graham Wood CFP®

Graham Wood CFP®

Retirement Planning authority | Investment Management

Finance & Investment 📍 Cape Town, South Africa
Retirement PlanningInvestment ManagementTax Optimization
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Anton Schoeman

Anton Schoeman

Tailored Wealth Strategies for Family Offices in Cape Town

Finance & Investment 📍 Cape Town, South Africa
Wealth ManagementFamily Office AdvisoryInvestment Strategy
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Linda Johanson

Linda Johanson

Investment Strategy Development and Portfolio Management expert

Finance & Investment 📍 Cape Town, South Africa
Investment Strategy DevelopmentPortfolio ManagementRisk Assessment
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Sandile Soga

Sandile Soga

Portfolio Management authority | Risk Assessment

Finance & Investment 📍 Cape Town, South Africa
Portfolio ManagementRisk AssessmentWealth Advisory
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Wynand Viljoen

Wynand Viljoen

Wealth Management | Investment Strategy | Financial Planning

Finance & Investment 📍 Cape Town, South Africa
Wealth ManagementInvestment StrategyFinancial Planning
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Joanne Baynham

Joanne Baynham

Finance & Investment focused on Investment Strategy Development and Retirement Planning

Finance & Investment 📍 Cape Town, South Africa
Investment Strategy DevelopmentRetirement PlanningTax Optimization
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Tamsyn Nixon

Tamsyn Nixon

Citizenship By Investment | Cape Town

Finance & Investment 📍 Cape Town, South Africa
Citizenship by InvestmentGlobal Tax StructuringWealth Management
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Jaco Van Zyl CFP®

Jaco Van Zyl CFP®

Cape Town-based Retirement Planning specialist

Finance & Investment 📍 Cape Town, South Africa
Retirement PlanningInvestment ManagementTax Optimization
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Warren Buys, CFA®, CFP®

Warren Buys, CFA®, CFP®

Investment Management — Retirement Planning

Finance & Investment 📍 Cape Town, South Africa
Investment ManagementRetirement PlanningTax Optimization
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Thato Manchidi CFP® MBA

Thato Manchidi CFP® MBA

Finance & Investment focused on Investment Strategy and Financial Planning

Finance & Investment 📍 Cape Town, South Africa
Investment StrategyFinancial PlanningRisk Management
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David Wise

David Wise

Cape Town-based Mobile Telecommunications specialist

Finance & Investment 📍 Cape Town, South Africa
Mobile TelecommunicationsMarket Strategy DevelopmentSales Leadership
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Mauritz Hill

Mauritz Hill

Cape Town-based Wealth Management specialist

Finance & Investment 📍 Cape Town, South Africa
Wealth ManagementRetirement PlanningInvestment Strategies
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Naomi Boyd

Naomi Boyd

Finance & Investment leader in Retirement Planning and Wealth Management

Finance & Investment 📍 Cape Town, South Africa
Retirement PlanningWealth ManagementTax Optimization
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Tracey Borges

Tracey Borges

Wealth Management: Retirement Planning

Finance & Investment 📍 Cape Town, South Africa
Wealth ManagementRetirement PlanningInvestment Portfolio Optimization
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Navitha Govender

Navitha Govender

Finance & Investment specializing in Retirement Planning

Finance & Investment 📍 Cape Town, South Africa
Retirement PlanningInvestment StrategiesWealth Management
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Simon Williams

Simon Williams

Investment Strategy Development professional in Cape Town

Finance & Investment 📍 Cape Town, South Africa
Investment Strategy DevelopmentRetirement PlanningTax Optimization
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Mark O'Malley

Mark O'Malley

Retirement Planning professional in Cape Town

Finance & Investment 📍 Cape Town, South Africa
Retirement PlanningInvestment StrategyTax Optimization
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Larry Masson

Larry Masson

Investment Strategy Development practitioner | Retirement Planning

Finance & Investment 📍 Cape Town, South Africa
Investment Strategy DevelopmentRetirement PlanningTax Optimization
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Warren Brown

Warren Brown

Strategic Investment Insights for Institutional Funds in Cape Town

Finance & Investment 📍 Cape Town, South Africa
Institutional Fund ManagementRisk Assessment and MitigationPortfolio Optimization
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Réze Kraemer-Ziehl

Réze Kraemer-Ziehl

Retirement Planning professional in Cape Town

Finance & Investment 📍 Cape Town, South Africa
Retirement PlanningWealth ManagementTax Optimization
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Lance Pye

Lance Pye

Expert Guidance in Offshore Investment Strategies for South African Clients

Finance & Investment 📍 Cape Town, South Africa
Wealth ManagementTax OptimizationGlobal Asset Allocation
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Claudia Josias

Claudia Josias

Private Client Portfolio Management practitioner | Multi-Asset Investment Strategies

Finance & Investment 📍 Cape Town, South Africa
Private Client Portfolio ManagementMulti-Asset Investment StrategiesRisk Assessment and Mitigation
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Anrilette Scholtz

Anrilette Scholtz

Retirement Planning | Cape Town

Finance & Investment 📍 Cape Town, South Africa
Retirement PlanningInvestment ManagementTax Optimization
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Dale Andrea Taylor

Dale Andrea Taylor

Retirement Fund Consulting | Cape Town

Finance & Investment 📍 Cape Town, South Africa
Retirement Fund ConsultingInstitutional Investment AnalysisRisk Management Solutions
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