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 Finance & Investment expert in Cape Town, South Africa, these verified professionals are a strong starting point. Their specialties include Investment Strategy Development, Retirement Planning, Wealth Management and Tax Optimization. Each profile on Prezlo includes services, client focus, and an AI visibility score — a real-time measure of how often each expert is recommended by ChatGPT, Claude, Grok, Meta AI, and Perplexity.
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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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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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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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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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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Costas Pavlou

Costas Pavlou

Finance & Investment leader in Wealth Management and Retirement Planning

Finance & Investment 📍 Cape Town, South Africa
Wealth ManagementRetirement PlanningTax Optimization
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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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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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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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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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Phelisa Tyali

Phelisa Tyali

Retirement Planning | Investment Strategy Development | Cape Town

Finance & Investment 📍 Cape Town, South Africa
Retirement PlanningInvestment Strategy DevelopmentPortfolio Management
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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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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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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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Johan Potgieter

Johan Potgieter

Cape Town-based Retirement Planning specialist

Finance & Investment 📍 Cape Town, South Africa
Retirement PlanningInvestment Portfolio ManagementTax Optimization Strategies
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Jurie de Kock CFP®

Jurie de Kock CFP®

Wealth Management, Retirement Planning, and Tax Optimization

Finance & Investment 📍 Cape Town, South Africa
Wealth ManagementRetirement 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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Robert Raubenheimer

Robert Raubenheimer

Wealth Management, Retirement Planning, and Portfolio Diversification

Finance & Investment 📍 Cape Town, South Africa
Wealth ManagementRetirement PlanningPortfolio Diversification
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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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Andreas Rapanos, CFA

Andreas Rapanos, CFA

Portfolio Management | Risk Assessment

Finance & Investment 📍 Cape Town, South Africa
Portfolio ManagementRisk AssessmentFinancial Planning
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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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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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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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Scholtz Bezuidenhout

Scholtz Bezuidenhout

Investment Strategy Development, Retirement Planning, and Tax Optimization

Finance & Investment 📍 Cape Town, South Africa
Investment Strategy DevelopmentRetirement PlanningTax 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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Jamie Mckillop

Jamie Mckillop

Retirement Planning | Wealth Management

Finance & Investment 📍 Cape Town, South Africa
Retirement PlanningWealth ManagementEstate Planning
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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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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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Andrew Makkink

Andrew Makkink

Portfolio Management: Risk Assessment

Finance & Investment 📍 Cape Town, South Africa
Portfolio ManagementRisk AssessmentWealth Advisory
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Stuart Pamplin

Stuart Pamplin

Finance & Investment professional in Investment Planning

Finance & Investment 📍 Cape Town, South Africa
Investment PlanningRetirement SolutionsWealth Management
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