Slide SEE WHAT'S POSSIBLE TRANSPARENT WEALTH CREATION VIEW SERVICES

    Slide VIEW SERVICES

    YOU WORK HARD
    YOUR ENTIRE LIFE...

    TRANSPARENT
    WEALTH CREATION

    SEE WHAT'S POSSIBLE

    YOU WORK HARD YOUR ENTIRE LIFE...

    Every cent you earn and save demands to be treated respectfully. The unforgiving course of time and life can slowly ebb away at what you have worked for. Your money deserves better – as do you and your family’s legacy. We deftly negotiate the vast complexities of an ever-changing industry with honesty and transparency and put our clients’ needs above all else – without exception. We are Stocks + Wealth Financial Planning, speak to us and see what’s actually possible.

    Whether you’re starting out investing or have an existing portfolio, we are a call away to allow you to see what is possible.

    Whether you’re starting out investing or have an existing portfolio, we are a call away to allow you to see what is possible.

    ABOUT US

    A business that could only be borne of the passion of experience – both personal and professional – Stocks + Wealth deals not only in financial services but in honesty. Our approachable, relatable advice is easily understood. The way Asset Management and Financial advice has been administered and marketed is in many ways antiquated, with business’ mandates pushing products irrespective of client’s actual needs. Stocks + Wealth navigates the vast complexities of an ever-changing industry to simplify your options and find the critical balance needed to make your money work as hard as it can, without any hidden fees or pitfalls. Everything we do is upfront and personal, adopting our mantra – “What if it was our life savings?”

    Why Us?

    You and your savings deserve to be treated with care and consideration. The task undertaken to achieve your financial goals should be one of transparency, proficiency and honesty. This is why we feel you need a trusted guide to help you along the way, a partner whose values and ethos you can count on to navigate the precarious world of financial planning. At Stocks + Wealth, we value open and honest relationships with our clients and invite you to get to know who we are.

    Slide FEE-BASED 1 MODULAR 2 ACCOUNTABLE 4 ARTICULATE 3 INDEPENDENT 5 TRANSPARENT 7 EXPERIENCED 6 RESPONSIVE 8 FRIENDLY 9

    Our fees are exclusively based on the scope and time required to fulfil the service you require. The fee process is transparent and upfront from the outset. We do not charge commissions which erode your investment returns.

    We offer a unique modular service; meaning you will not pay for services that you don’t need. This translates into improved returns on investment and increased wealth at retirement.

    We use quantifiable processes which are unique to our business. This means we clearly show you how we determine the proposed advice and solutions. We aim to eliminate any doubts that you may have regarding the integrity or value of your investment decision.

    The advice and solutions we offer are all documented from the outset in writing. We take responsibility for financial services rendered within agreed mandates and have professional indemnity insurance. You are protected against negligent advice.

    Contrary to agents and brokers who have a vested interest in the companies they represent, we are an independent financial services practice. There is no conflict of interest. Your needs are unique and therefore require holistic bespoke solutions.

    Twenty years of experience in the financial services industry allows us to utilize our extensive depth of knowledge and expertise ensuring the advice you get is well founded and credible.

    Our independent license and the process we follow provides you with a full and detailed picture of where your money goes. As observed in the testimonials and portfolios of our extensive clientele, with us you walk away with complete peace of mind.

    Our priority is to be available whenever you need us most.

    At the heart of our service is a friendly and approachable demeanour. We value our relationships just like our investments, built with time, care and patience.

    1


    Fee-based
    Our fees are exclusively based on the scope and time required to fulfill the service you require. The fee process is transparent and upfront from the outset. We do not charge commissions which erode your investment returns.
    2


    Modular
    We offer a unique modular service; meaning you won’t pay for services that you don’t need. This translates into improved returns on investment and increased wealth at retirement.
    3


    Articulate
    We use quantifiable processes which are unique to our business. This means we clearly show you how we determine the proposed advice and solutions. We aim to eliminate any doubts that you may have regarding the integrity or value of your investment decision.
    4


    Accountable
    The advice and solutions we offer are all documented from the outset in writing. We take responsibility for financial services rendered within agreed mandates and have professional indemnity insurance. You are protected against negligent advice.
    5


    Independent
    Contrary to agents and brokers who have a vested interest in the companies they represent, we are an independent financial services practice. There is no conflict of interest. Your needs are unique and therefore require holistic bespoke solutions.
    6


    Experienced
    Twenty years of experience in the financial services industry allows us to utilize our extensive depth of knowledge and expertise ensuring the advice you get is well founded and credible.
    7


    Transparent
    Our independent license and the process we follow provides you with a full and detailed picture of where your money goes. As observed in the testimonials and portfolios of our extensive clientele, with us you walk away with complete peace of mind.
    8


    Responsive
    Our priority is to be available whenever you need us most.
    9


    Friendly
    At the heart of our service is a friendly and approachable demeanour. We value our relationships just like our investments, built with time, care and patience.
    1


    Fee-based
    Our fees are exclusively based on the scope and time required to fulfill the service you require. The fee process is transparent and upfront from the outset. We do not charge commissions which erode your investment returns.
    2


    Modular
    We offer a unique modular service; meaning you won’t pay for services that you don’t need. This translates into improved returns on investment and increased wealth at retirement.
    3


    Articulate
    We use quantifiable processes which are unique to our business. This means we clearly show you how we determine the proposed advice and solutions. We aim to eliminate any doubts that you may have regarding the integrity or value of your investment decision.
    4


    Accountable
    Accountable The advice and solutions we offer are all documented from the outset in writing. We take responsibility for financial services rendered within agreed mandates and have professional indemnity insurance. You are protected against negligent advice.
    5


    Independant
    Contrary to agents and brokers who have a vested interest in the companies they represent, we are an independent financial services practice. There is no conflict of interest. Your needs are unique and therefore require holistic bespoke solutions.
    6


    Experienced
    Twenty years of experience in the financial services industry allows us to utilize our extensive depth of knowledge and expertise ensuring the advice you get is well founded and credible.
    7


    Transparent
    Our independent license and the process we follow provides you with a full and detailed picture of where your money goes. As observed in the testimonials and portfolios of our extensive clientele, with us you walk away with complete peace of mind.
    8


    Responsive
    Our priority is to be available whenever you need us most.
    9


    Friendly
    At the heart of our service is a friendly and approachable demeanor. We value our relationships just like our investments, built with time, care and patience.

    OUR AFFILIATIONS

    1
    Item #1
    2
    3
    4
    5
    7
    BEXs-Logo
    incompass
    mirnda

    OUR AFFILIATIONS

    1
    Item #1
    2
    3
    4
    5
    7
    BEXs-Logo
    10
    incompass
    mirnda

    WHAT OUR CLIENTS SAY

    We have known Robert Taylor for in excess of thirty years and for the last 20 years Rob has looked after our financial planning requirements. We have been extremely happy with the expert advice, and service received during this relationship. Over the years our risk profiles have altered and Rob has always been available to offer us various options and sound advice for us to make the right decisions. Due to this we have experienced great growth compared to market norms within the risk profiles we agreed too. We trust Rob’s insights in understanding the markets status and expected changes in the future. The constant communications and updates on our profiles and market information gives us lot of comfort in our dealings.
    Wayne Grace and Ronnie DennisonDirectors Sekunjalo Piping and Manufacturing
    Robert Taylor became my financial advisor in November 2019 His assessment and suggestions amazes me - in-depth financial needs analysis, risk profile and strategic suggestions for future investments.

    I would sincerely wish for Asset Managers to have such truly independent advisors like him on board in future. Real fiduciary services are not yet defined in SA and therefore difficult to find, but someone who acts in such capacity.

    Could imagine that individual investors would appreciate such humble and great independent finance experts when searching for independent advisors
    Gerhard Sissolak MD, PhDPhysician and Clin.Haematologist - Life Vincent Pallotti & Christiaan Barnard Memorial Hospital
    Rob has been our financial adviser for more than 10 years and he is always available to help. He has extensive knowledge of the various products on the market and always recommend the best options suitable to individual or family needs. We will continue to use his service as a forward thinking and flexible professional.

    Dit is wonderlik om met 'n profesionele adviseur soos Rob te werk. Sy fokus is nie n korttermyn oplossing nie, maar eerder n lantermyn verhouding. Dit behels altyd die beste moontlike produkte op die mark.
    Jacobus and Marietjie MalanProkureurs /Notarisse/ Aktebesorgers
    I had previously been with a financial advisor for around 10 years. I lost around 10-15% of my investment value in early 2020, I subsequently approached Sygnia Asset Managers for advice as to who they would recommend as advisor.

    They recommended Robert Taylor the founder of Stocks + Wealth Financial Planning, I switched to him in April 2020. After a thorough investigation Rob made certain structural investment recommendations. He brought down my investment management fees from 2.35 % to less than 1%. More importantly, within about 6 weeks from moving the funds to the new investments, the losses of earlier in the year were recovered. Luck? Yes there was an improvement in the markets but the overall improvement was not due to luck but to making sound portfolio decisions.
    Rob has an ability to decipher and solve complex financial situations which are always in my best interest. I have already recommended long term close friends and family to consult with him, and would do so with confidence again.
    Dr Johan StrumpferLecturer UCT Business School
    "Rob Taylor has been my broker & financial advisor for 10 + years, the most important thing for me with any policies that i have in my portfolio, is to have a sound understand of the risk, rewards & ultimately the fine print with these commitments. Rob personally flew up from Cape Town & took me through every detail. His future financial planning systems & processes has given me the confidence to not only invest with all my affairs but with my families too"
    Ricardo da Costa Director Soul Candi LIVE, Altitude Beach, The Ivy
    Mr Robert Taylor has been my personal broker since 2009.

    He has a positive track record and extensive experience in his field. This has given me immense confidence in his abilities to not only manage my portfolio in a professional and satisfactory manner but his integrity also provides me peace of mind. I highly recommend his financial practice Stocks + Wealth Financial Planning
    Mrs Bonnita Botha Professional Photographer
    “I have known Rob since 2010 first as a friend and then as my financial advisor. Rob is passionate about what he does and is very ethical, professional and knowledgeable! He is patient and will go the extra mile for you to ensure you understand all the financial jargon to ensure that all your needs and preferences are met. His dedication to clients, business excellence and education sets him apart and I would highly recommend him for sound financial advice."
    Tejal KalanAuditor
    "I’m not quite sure of the exact date that my “investment” relationship started with Rob Taylor. But I know it’s at least 10 years ago. During this period he has proven himself to be a man with incredible integrity. His knowledge of what’s going on in the world of investments among other things supersedes all of my expectations.

    There is never a doubt that Rob has my best interests at heart no matter how my investment amount has fluctuated. Apart from that, his friendly disposition and actual caring about the individual is an added bonus. It’s not just work as usual for Rob, in fact we’ve often spent countless minutes on the phone sharing experiences and life stories. I once asked Rob to advise me as he would his sister and I believe he does that, possibly with everyone else too but that makes me feel special. If there are any doubts about the authenticity of this message, please feel free to contact me."
    Anne Grace
    Rob has been our financial advisor since 2017. As pensioners, we would like to thank you for the careful way you keep our costs down, yet manage to grow and protect our investments in these volatile markets.

    We are extremely happy since moving to Stocks + Wealth and appreciate all your excellent advise, knowledge and professionalism.
    Charmaine & Robert Hosmer
    "Having personally experienced some of the consequences of growing up in a time when financial products were often more commission driven than for the long term benefit of the client it is very reassuring to find someone who takes the current and future wellbeing of his clients very seriously. The investment market is uncertain and needs commitment of those that guide us through the maze of decisions which need to be made.

    Rob’s fees are reasonable and clearly articulated.

    Rob has the special ability of being able to guide one through the legal jargon and leading one to logical outcomes. During the few years that Rob has managed my portfolio he has shown that he takes a proactive rather than passive stance to managing even my small investment. The outcomes have been positive even during these turbulent times.

    I recommend Rob as a person of integrity who continues to keep abreast of the developments in the financial sector."
    Mr WA Licata (Management Information Systems Specialist) and Margaret Licata
    "I was introduced to Rob Taylor about 10 years ago when he set up a retirement annuity policy for me through the company I worked for at the time. Rob has been managing my portfolio ever since with the utmost integrity and offers a wealth of knowledge in terms of financial planning and guidance. I really could not recommend anyone better to entrust your financial affairs with."
    Shelley McMasterAccountant Medi Health
    Robert Taylor has been my Financial Adviser for some 15 years.

    It is my pleasure to give a reference, he is knowledgeable, honest, helpful & always up to date with the latest markets & financial trends He keeps a close eye on investments under his portfolio & acts swiftly on any market changes, always giving sound advice & recommendations.

    I am happy & satisfied with his management of my portfolio & the results he has achieved.

    I gladly & confidently recommend him to potential investors.
    Peter Clifton Former Director of Morcor Pty Ltd and Dunlop / Retired
    "Robert has been our trusted financial advisor for what must be close to 20 years, possibly even longer, it’s been that long.

    His enthusiasm is catching and his knowledge of financial planning and economic trends are unsurpassed.

    We have always appreciated his good advice.

    If you are looking for an honest and dependable financial adviser, then we can highly recommend Robert."
    Greg Spires (Former Director IBM) & Sophia Spires
    "Having been a client of Rob Taylor's for many years now -after somewhat disastrous dealings with so-called "financial advisors" in the past- I cannot recommend him highly enough.

    Rob has a wonderful way of simplifying what can be very complicated scenarios and a keen sense for what best works for what you require, with no agenda of pushing a product that doesn't suit those requirements. He is thorough, things are done promptly and with absolute minimum admin (for the client!). On top of this, Rob Taylor is constantly progressing in his field through continuous studying in his field which I found incredibly impressive. His success is yours."
    Gavin WilliamsCreative Director and Partner - NorthVCA
    "Robert Taylor has managed my husband Mark and my investments for over 10 years and we have found him to be extremely professional, honest and transparent with our options. He also offers very competitive rates which are hard to beat. He has recently taken over my retired mother’s investment and doubled her income as soon as the policies were effective. I’d recommend him to anyone who aims to invest intelligently and responsibly."
    Penny ReidSABC Account Executive and Mark Wicking Baird CEO - Agricorp
    "We would like to thank Rob Taylor for his honesty and for all that he has done for us by showing what sound, professional financial service is all about. Rob has gone above and beyond the call of duty to assist us with our retirement funds and by educating us about how we should invest our money. We highly recommend Rob to take care of your financial needs."
    Jill and Kevin Yates
    "I have had the pleasure of knowing Rob for many years and he has assisted me in implementing and managing my risk and investment planning for over a decade. When my first born arrived, Rob assisted me in setting up my portfolio and made it effortless for me. I cannot express enough how he always goes above and beyond to ensure my portfolio is managed in line with my expectations and myself and my wife are always kept up to date with opportunity’s in the offshore arena as well as changes in legislation . We emigrated from SA last year and Rob has ensured our peace of mind. If you are ever seeking sound financial advice, then he is by far my recommendation."
    Jon, Michelle, James & Amy Roth. General Manager at Your Palawan Property in the Philippines
    "I have always been sceptical of so called “financial advisors” who are usually there to broker a product which in my experience suited their needs more than mine"

    "One meeting with Robert Taylor of Stocks + Wealth Financial Planning changed my entire outlook on finance. His thorough, honest and straight-forward approach to managing my money showed me that getting the correct professional investment advice is not something that only cocktail sipping billionaires should consider. "
    Garth WelmanCopywriter – North VCA Cape Town
    "Passion, knowledge and a genuine interest in achieving the best results for his clients is what makes Robert Taylor a truly professional Financial Adviser.

    His expertise within the financial sector and his outstanding business acumen allows him to provide exemplary returns for his clients.

    Rob has a very welcoming, professional and personable nature, and he works with absolute integrity to provide his clients with sound financial advice.

    His exceptional knowledge within his industry ensures there are no questions left unanswered in determining the right strategy for his clients.

    It is an absolute pleasure working with Rob and he earns my highest recommendation."
    Sharmila RagunananGroup Marketing Manager - Dream Hotels & Resorts
    After more than a year of searching and sifting through many potential advisors to assist me with investing a considerable amount of my money offshore, I was introduced to Mr Robert Taylor of Stocks + Wealth Financial Planning, this was an advisor who finally met all my requirements in terms of transparency and competency. His knowledge, patience and advice made the entire process from planning to implementation a pleasure to embark on. I look forward to a long rewarding relationship with him and highly recommend his services.
    Mr Louis SardinhaRetired
    I became a client of Robert Taylor in February 2021. I value his transparent advice and I am highly impressed with his relentless energy & passion demonstrated every time I reach out to get direction in financial labyrinths, no matter how small they might be. I am happy to recommend his services and practice Stocks + Wealth Financial Planning to my friends and anyone looking for direction & advise in financial planning.
    Janusz SzutaLogistics Management
    Previous
    Next