Kevin Cloete is a Certified Financial Planner®️ (Financial Planning Institute of South Africa), a General Tax Practitioner (SA)™ (South African Institute of Tax) and a Fiduciary Practitioner of South Africa ®️(Fiduciary Institute of South Africa). He holds a B.Com in Financial Management from the University of South Africa, a Postgraduate Diploma in Financial Planning from the University of the free-state, the Postgraduate Diploma in Tax Law from the University of Johannesburg as well as the Advance Certificate in Estate and Trust Administration (Cum Laude) from the University of free-state.
He has experience in various aspects of financial planning and helps high net worth and diasporic families protect and grow their balance sheets sustainably over time.
