Chloe Consulting

About Us

Who We Are

We are dedicated to providing expert financial consulting services to individuals and businesses in South Africa. Our team of experienced professionals is passionate about helping our clients achieve financial independence, stability, and long-term success.

With a focus on personalized service and tailored solutions, we strive to meet the unique needs of each client we serve. We aim to build lasting relationships based on trust, transparency, and mutual success, ensuring that our clients feel confident and secure in their financial futures.

Mary Johnson, MBA

Mary Johnson brings a wealth of knowledge in investment strategies and portfolio management. Her analytical skills and market insights help clients achieve their investment goals through smart and diversified approaches.

Susan Davis, CPA

Susan Davis is a seasoned financial planner with a deep understanding of tax planning and retirement strategies. Her personalized approach and commitment to client education make her an invaluable asset to our team and clients.

Patricia Martinez, LLB

Patricia Martinez ensures that our financial strategies comply with legal standards and regulations. Her expertise in financial law and keen eye for detail safeguard our clients’ interests and foster trust in our services.

Jennifer Lee, MSc

Jennifer Lee focuses on identifying and mitigating financial risks for our clients. Her analytical prowess and proactive strategies help protect client assets and ensure financial stability.

Liss Sarah

Liss manages our technological infrastructure, ensuring that our systems are secure and efficient. Her expertise in financial technology enhances our service delivery and client experience.

Michel Clark, BCom

Michel Clark excels in building and maintaining strong client relationships. Her dedication to understanding clients' needs and providing exceptional service makes him a key member of our team.

Jamie Wilson, Ph.D.

Dr. Jamie Wilson oversees our research department, providing critical market analysis and economic insights.

David Brown, CFA

David Brown specializes in asset management, leveraging his extensive experience to manage and optimize our clients’ portfolios. His strategic vision and meticulous attention to detail ensure long-term financial stability and growth.