About Us
Tracey Devonport Financial CC is a proudly independent Financial Planning Firm, established in 1990. TDF is an Administration House that has created an exceptional name in the marketplace and prides itself on building lifetime relationships with clients and staff alike. Offering high level advice and implementation.
Our reputation has created a pull effect where leading clients approach us for sound advice.
Who are we?
These are the key individuals you will deal with when interacting with Tracey Devonport Financial.
Tracey Devonport
FOunder | Financial Advisor | author
John Devonport
Chartered accountant | farmer
Tracey Caissutti
Life, Investment and Tax Specialist
Michelle Murray
Life and Investment Specialist
Paulinah Somo
Life, Investment and Accounts Administrator
Belinda Kekana
Tax Administrator
Dikeledi Mahlasela
Receptionist and Administration Assistant
Eldi van der Merwe
Investment Assistant
Sharon Molamodi
Receptionist
Mmatseleng Ramodike
Financial Advisor
Leia Caissutti
Assistant
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 create and preserve wealth on a long term basis.
We pursue a holistic and sustainable view of your financial lifestyle including advice of financial management, risk planning, investment planning, asset management, taxation planning, retirement planning, death and estate planning.
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.