About us

You have a friend in Finance

The Tracey Devonport Financial team together in the garden

An advisor at work in the bright, plant-filled office

Our reputation has created a pull effect where leading clients approach us for sound advice.

At Tracey Devonport Financial…

…we understand that your financial journey is unique, and we are here to provide personalised guidance to help you achieve your financial goals.

With an experienced and dedicated team, we offer comprehensive and tailored solutions to individuals, families and businesses seeking to optimise their long-term financial well-being.

Our Investment Philosophy

We look at your existing circumstances; understand your goals; strategically plan your future investment and financial future with you — taking tax and estate planning into account to optimise your wealth creation.

Founder

Tracey Devonport

After qualifying as a teacher in her younger years, Tracey went on to complete a law degree at Wits and finally migrated to the investment field.

Her achievements span decades — and Tracey has recently been asked to be a patron of the “Financial Hall of Fame”, made up of the world’s time-honoured, successful financial professionals.

The extended Tracey Devonport Financial family gathered on a staircase

A career of recognition

The beginning
Qualified as a teacher, then completed a law degree at Wits before moving into the investment field.
1998
Nominated for Business Woman of the Year.
1999
Winner of the Lebone Corporate Woman of the Year.
29 years
Member of the Million Dollar Round Table’s Top of the Table (TOT) for 29 consecutive years.
Leadership
Board member and chairperson of LUASA, and an Executive Committee Member of TOT for three years.
Today
Patron of the “Financial Hall of Fame”, made up of the world’s time-honoured, successful financial professionals.

What you need to know about our company

TDF is able to offer the entire spectrum of investment risk and makes sensible investments at sensible prices through reputable companies. The goal is not to chase short-term returns, but rather to create and preserve wealth on a long-term basis.

We pursue a holistic and sustainable view of your financial lifestyle, including advice on financial management, risk planning, investment planning, asset management, taxation planning, retirement planning, and death and estate planning.

Meet the people behind your plan

A stellar team bringing both heart and expertise to the table.

Meet our team