HOLISTIC

financial planning

I believe that your lifestyle and financial plan should be a well-choreographed dance that takes years of planning and dedicated practice. You see, we are given many things in life for free and we often take them for granted. One of these freedoms is quickly programmed out of us, and then when we are deemed responsible... it's thrust back into our hands. This freedom is the freedom of choice.

I can help you make the right choices, and regain your power over this freedom. With me you get a financial and lifestyle coach with three decades of experience... with a passion for people and making a difference in the lives of the people I interact with. I am a Certified Financial Planner ® (CFP®) and I will become your coach.

I will be there to pick you up and challenge you when you feel that you have had enough and want to give up. You will be treated to face-to-face meetings, family meetings and a written plan with measurable goals. This is not just a dream but a workable, measurable tangible plan.

This is what I'm good at. Finding out who you are, who you want to be and then walking with you as you make and live by your choices .

If you're brave enough for this journey – then let's go!

Ian Cloete

Certified Financial Planner®

OUR PROCESS

explore | execute | evaluate

First meeting

At this meeting we will chat about what your dreams and expectations as well as the Life Style you want. We will see if our offering will work for you and if you will be able to benefit from a relationship with our practice.

Discovery

We will start laying the foundation and gathering the information we need to develop and build your Life Style plan and set goals to reach your dreams.

Research and Development

We will analyze your Life Style needs and expectations as well as break down your dreams into manageable goals to help us find the best possible solution as well as plan the way forward with measurable results.

Coaching

We will present the plan and discuss what has to be done to reach that Life Style and those dreams.

Execution

We will implement the plan as agreed to by you.

Evaluation

We will monitor the effects the plan is having on your Life Style and are we reaching those dreams. We will amend and refine the plan as each goal is reached and your dreams get bigger.

ALWAYS IN THE KNOW

Empowering you to create
the choices you need to make.

What is a Lifestyle and Financial Coach?

This is the person who will be your conscience and confidant when it come to your Lifestyle and Financial choices; based on your decisions, dreams and fears.

Your coach will encourage you when the going gets tough and celebrate with you when your dreams and goals are achieved - and give you a truthful and independent answer to your Financial and Lifestyle questions. They will help your reduce the emotional and impulsive reactions that we all tend make when we talk about money.

RECOMMENDED BY

hear it from our clients

Ian has been handling all my insurance related issues both personal and company for as long as I can remember. I have had no hesitation in recommending him to work colleagues, staff, friends and family.  Ian keeps in touch, is well informed,  is always available when the going gets tough and gets things done quickly and efficiently. Ian is an old school professional and as an added bonus a great guy too.

Dr Kevin Reid

Dentist

I have been dealing with Ian Cloete in excess 10 years and I have always found him to be knowledgeable and experienced in my dealings with him.
In particular, I appreciate the honesty he portrays when I suggest certain investment opportunities to which he has a better or more profitable solution.
I would recommend him to any person wishing to partner with a person who has integrity in all his dealings.

Debbie Grabner

Financial Advice that is tailored
to you and your choices.

CONTACT US

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Your Details

How can we help?

Feel free to ask a question or simply leave a comment.

Succession Financial Planning is an independent specialist financial planning company dedicated to helping people achieve financial success. We focus on business owners, professional and the individual who want to ensure that their wealth and risk is adequately protected and responsibly managed.

The tool we use is called the Succession Plan. It will help you to:

  1. Obtain a clear vision for growth and protection.
  2. Cover your risk.
  3. Plan your estate.

We offer our clients the promise of a lifelong partnership - for this generation and the next.

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