POPIA notice
We collect and process personal information to provide advice and intermediary services, as required by the FAIS Act.
As per the Protection of Personal Information Act, 4 of 2013 (“POPIA”), effective 1 July 2021, please note that all documents are password protected in order to protect your personal information. Please be aware that, if necessary and relevant, your information will be shared with third parties, such as investment houses and others indicated on the accepted document.
We thus advise that TRACEY DEVONPORT FINANCIAL CC will be collecting, recording, processing and distributing the personal information provided by the client for the purposes of providing ‘advice’ and/or ‘intermediary services’ as per the FAIS Act and Regulations, including providing certain personal information to Product Suppliers, unless you advise us to the contrary.
3 Linksfield DriveJohannesburg, ZA
Independent financial advisors FSP 5647
Welcome to Tracey Devonport Financial, where your financial well-being is our top priority. With a deep commitment to excellence and a personalised approach, we offer expert guidance and tailored solutions to help you navigate investments, risk management and tax planning.
(01)Our promise
We understand that your financial journey is unique, and we are here to provide personalised guidance to help you achieve your financial goals — for individuals, families and businesses seeking to optimise their long-term well-being.
There are many ways in which your money could work for you. Just having the idea of investing is already the first step into financial success.
02Tracey Devonport has had a successful career, resulting in her being part of the Financial Hall of Fame — and being named top broker by some of her providers.
03Our team of dedicated professionals is here to support you at every step, ensuring you achieve your financial goals with confidence and peace of mind.
(02)In our clients’ words
From the moment you step into Tracey Devonport Financial, you can feel the care and dedication that Tracey and her team pour into their work. The office is a serene sanctuary, designed to make you feel at home and at peace. Tracey’s genuine warmth and professionalism shine through in every interaction, making complex financial matters easy to understand and manage. At Tracey Devonport Financial, you’re not just a client; you’re part of a family committed to your financial success and well-being.
Tracey has guided me through the complexities of my financial planning with unwavering patience and expertise. Her personalised touch and genuine care have made a significant difference in my financial health and peace of mind. It feels like working with a family member who truly has your best interests at heart. I wholeheartedly recommend Tracey Devonport Financial to anyone seeking trusted and empathetic financial advice.
(03)What we do
At Tracey Devonport Financial, we harness the expertise of our extensive network to provide a comprehensive financial planning experience — from investment strategies tailored to your aspirations, to insurance that safeguards your everyday and unique risks, to estate planning that ensures your loved ones are well taken care of. We also assist with portfolio structuring, employee benefit solutions and business insurance.
