Financial Planning
that Starts with
Listening

I have had 25 years of honest and excellent service

I can recommend Robert Taylor of Stocks+Wealth Financial Planning, he helped restructure my retirement planning and showed that he does more than just crunch numbers, can see the bigger picture and I trust him with all my financial planning. He does not write policies but rather does future planning and provide the guidance to get there!

Robert Taylor at Stocks & Wealth - More than just a Financial Advisor I have been with Rob at Stocks & Wealth for 15 years and counting, and I can't recommend him highly enough. Rob looks after my retirement planning and investment planning, and has also been an advisor to my dad. He is now doing an amazing job for both me and my parents. Rob is awesome - reliable, trustworthy, always available for advice and most importantly he always gives honest advice. Over the years he has become a great friend, not just my advisor, and someone I trust completely with my family's future. If you want someone who genuinely cares and is there for the long term, Rob is your man.

Robert Taylor has been managing my investments since 2024. First we were investing in South Africa, retirement, and now we have moved the funds offshore which has generated above satisfactory results. What drew me most to put my trust in Robert is the assurance I hear from friends and colleagues about his service. Robert shows dedication to the financial wellbeing of his clients by charging fee based which I think drives incentive for better results. I’m grateful with my decision to have Robert Taylor as my financial advisor.

When I retired, friends recommended that I have a chat with Rob Taylor. Well, from not knowing anything about pensions, Rob carefully explained everything to me very clearly. He is so patient and his explanations are so good that I feel quite relaxed about my financial future. He keeps in touch with any updates that he has. He has the ability to make his clients feel that they are really important to him and nothing is too much trouble. He encourages you to phone him if you need help or have any questions about your finances. Give Rob a call if you need any financial advice or help. He is excellent.

One word that strikes me regarding Stocks +Wealth is CONFIDENCE. Been with them for about 20 years & couldn't be happier about my financial/retirement planning.

I would highly recommend Robert Taylor from Stocks+Wealth as he is very knowledgeable and trustworthy. Rob takes the time to explain complex financial concepts in simple terms. He is always available to answer questions and respond to requests quickly.

Robert is looking through a different lens. Not chasing short term gains or focusing on percentages but a steadfast approach to long term financial planning.

I was quite nervous stepping back into investing after being burnt in the past, but working with Rob has been a completely different experience. From our first meeting, he created a sense of calm and trust that I really needed. He never rushed me or pushed me into decisions. Instead, he took the time to listen, explain things clearly, and meet me where I was at. That patience and kindness helped me slowly rebuild my confidence around my finances. I’m truly grateful for his support and the way he’s guided me at my own pace. I would highly recommend him to anyone looking for someone they can genuinely trust with their financial journey.

I wanted to recommend Rob and to thank him for his guidance, time and patience. He is warm and friendly and approachable and genuinely cares about each client he has . Trying to get started without proper guidance is hard and Rob is a problem solver , he keeps your aspirations and goals in mind and keeps going till he achieves them. He is surrounded by an incredible team which takes in itself decades to build up good relationships that all work to support him and his clients. What I also like is that you pay a once off fee and can then mange your portfolio and then make appointments to speak to Rob to have a catch up or he can help mange your portfolio ,it’s nice that one has a choice.

Working with Rob has been wonderful! He really listens to your needs and combines them with your risk appetite to create a plan that truly puts you first. Rob is always upbeat, professional, and easy to reach. He never hesitates to explain the "why" behind his recommendations and adapts quickly to whatever I feel comfortable with. For an independent, fee-based advisor, I can't recommend Stocks and Wealth enough.

Working with Rob from Stocks+Wealth Financial Planning has been a genuinely positive experience. From the outset, his approach was thoughtful, structured, and centred around my individual goals. The personalised framework gave me a much stronger sense of confidence in my financial planning. I particularly appreciated the focus on long-term strategy and the willingness to take the time to explain each aspect and new venture in detail. I would absolutely recommend connecting with Rob.

Completely overwhelmed by the nowledge of investments. Robert as managed to reinstate my trust in wealth management. Had a few bad experiences. But the last 7 years i've been very well planned by Robert and very successful . Stocks and wealth is the best in its business i highly recommend this company for your financial planning. My retirement portfolio was a complete mess, and Robert managed to get my retirement investment back on track with good returns. Thank you Stock and Wealth Regards Roberto Venturini

Rob was recommended to me by my parents. He has helped them tremendously with their retirement planning. He is very knowledgeable and passionate and has invested a lot of time into explaining financial concepts to me in a way that is easy to understand. I am very grateful that Rob made me aware of the ‘hidden’ fees I was paying to my previous advisor. He will have potentially saved me millions by the time I retire. If you are looking for a trustworthy, knowledgeable financial planner who genuinely has his clients’ best interests at heart, I would not hesitate to recommend him.

I can’t recommend Stocks+Wealth Financial Planning enough. When I started with them almost eight years ago, I was in debt, stressed about money, and didn’t have a clear sense of financial direction. I had a few investments with the typical well known brands, but I didn’t really know if they were good or bad. They were just “there.” Today, I’m debt free and completely calm about my finances, with a clear plan that includes a portfolio I understand and trust, and that has exceeded all my expectations. I now feel in control and confident about my future, which is something I never thought I’d say. This has been genuinely life changing. Thank you to Robert Taylor for the care, patience, and genuine commitment. I’m truly grateful for the difference this has made in my life.

Since 2018 Rob has delivered superb, unbelievable performance managing and securing my investments. His diligent oversite has protected and grown my capital after the sale of my business. He is consistent and keeps me up to date and up to speed at all times. Whenever I need assistance, Rob is immediately available and responsive. I could not have asked tor a more dedicated and trustworthy financial partner. Rob has consistently ensured that my investments have outperformed my annual withdrawals. It is rare to find such dedication and professionalism.

Do not even consider contacting anybody other than Rob for your financial planning. The financial services industry is littered with financial advisers who only have their own financial interests at heart, and hide the costs to you through smoke and mirrors. Rob is completely independent, transparent and committed to mutually beneficial relationships. Modern investment plans need a good selection of active and passive strategies, and be well diversified; They need to stay current, relevant and dynamic in an ever changing and uncertain world. Rob posses all of the relevant expertise, passion and drive to support you and your financial future. I am more than happy to recommend Rob, and thank him for what he has done for me.

When I retired 5 years ago, like many "lay people" I was completely ignorant of financial matters so needed an expert to guide me through this trying time - The performance of my retirement savings would have to get me through the rest of my (and my wife's) life. After meeting with a few financial advisers, my wife and I thankfully met up with Rob. Extremely well qualified with an absolute focus on maximizing the performance of the investments in his care. He is always available to discuss my investments, even though I am only a small fry in the portfolio's he manages. Through trying times, I am quite satisfied with the growth of my investments over the last 5 years and have no hesitation in recommending Rob to anyone looking for someone to manage any investment they may have.

Rob has been a fantastic financial advisor. It gives me peace of mind knowing that I have paid a once-off fee with no hidden charges linked to my investments. Speaking with Rob is always uplifting, especially when I feel despondent about the situation in South Africa—he presents a realistic yet positive macro-economic perspective. He takes the time to carefully explain my investments in a way that is easy to understand. I highly recommend Rob to anyone seeking trustworthy and insightful financial guidance. — Dr Guy Stubbs, Christian Missionary

I have had the absolute pleasure of working with Robert Taylor of Stocks+Wealth Financial Planning for the past five years. I wish I had known him for the past twenty-five years! He truly understands what having a “client-centred” approach really means. And he has the ability to present complex financial information in a way that makes it easy to understand no matter your level of expertise in the world of Investment. He is extremely thorough in the needs analysis process ensuring that he takes the time to understand your financial needs and goals while expertly guiding you in the right direction. In the current volatile environment that we find ourselves, I have been very happy and confident in the investment suggestions Rob has made on my behalf.

Robert Taylor of Stocks and Wealth Financial Planning, is the best person to work with in regards to financial planning. He makes finance easy to understand, my automatic brain freeze when I hear the words financial planning has totally thawed....plus in times of financial stress Rob has calmed me down with his practical approach and his totally non judgmental advice. Best of all...my investments have grown ! Everybody needs someone like Rob to plan their financial future and peace of mind. Susan Clout Gasperl.

Rob is one of the most honest people person I know. I’ve now had a few years under his care with a share portfolio. He keeps me informed of performance and I always leave the conversation with full confidence that he is acting in my best interests. I would not hesitate to recommend his services. Ps my portfolio has done nothing but grow and I’m happy to leave Rob in charge.

Rob's details were passed on to me when I was coming to the end of one career and wanting to start a business in another. I was not entirely sure what Rob was offering, but I knew I needed more guidance than what my financial advisor at the time was able to offer. My main concerns were around property, retirement funds, basic investments and looking at the details of where my money was going. It has been just over a year since Rob has put together my financial plan and I have never felt more at ease with my finances, but also empowered to be able to oversee and manage them myself. Rob's attention to detail and extra efforts are unreal and his passion for what he does is unmatched. An absolute gem of a human - Thank you, Rob!!!

I have been concerned about my retirement for as long as I can remember but never knew what to do to make better provision while paying for current life expenses as well. When retirement came, I was at a loss about how to navigate it financially. Rob Taylor of Stocks and Wealth looked at my whole picture and gave me a realistic plan that I can follow to ensure I won't be a burden on my children in my old age. For the first time in my adult life I now have peace of mind.

Rob Taylor is not only a skilled financial advisor but also an incredible teacher. Working in the creative industry, I wanted to understand financial planning better. Rob patiently broke everything down into bite-sized pieces, using clear analogies that made it easy for me to grasp. His unique blend of creative thinking and financial insight made complex concepts accessible, understandable and engaging. His flexibility and transparency are also remarkable. Instead of pushing products, he listens and customizes recommendations based on your personal needs. He doesn’t simply sell a product but builds a financial plan centered on your unique goals and income. Rob’s genuine care, integrity, unbiased approach and passion for what he does makes him the ideal guide for anyone’s financial journey.

Robert Taylor, from Stocks + Wealth Financial Planning is a true man of the craft! Not only is his experience of many decades reflecting in the positive impact on our investments but he always has the clients best interest at heart. I can highly recommend his services.

I have been given great advice that has been explained in a way non-financial people can easily understand. Have recently done retirement planning. The advice has been specifically tailored to my lifestyle and needs, giving me peace of mind that I will be secure in the future. Highly recommend Rob to assist with any financial needs.

Informed, results focused, professional brokers who making investing easier and a liquid future possible.

Before I met Robert I was slightly removed from my financial state and future - not very involved. Robert guided and helped me invest not only only my money, but also into a plan for the future and shifted my thinking. He always has time for any queries and no matter is considered small - regardless of the amount attached to it.

I cannot recommend Robert Taylor of Stocks +Wealth Financial Planning highly enough. When we entered into retirement my partner and I were acutely aware of how important it was to know that our financial affairs were in safe hands and that we would be spared any financial stress going into our non-earning years. Robert is not only a positive, and reassuring presence, available to respond if and when any concerns arise, but he also listened carefully to our needs, and our risk profile, when he designed our financial plans and initiated appropriate investments. We appreciate the transparency with which he communicates, the service he offers and the peace of mind we enjoy as a result.

I was introduced to Robert Taylor from Stocks+Wealth for financial advice about five years ago. He gave me the best service and financial advice and helped me to prepare for my retirement, I highly recommend him as an excellent financial planner and the respect he showed me even though my investment was not a big amount.

I have found Robert Taylor of Stocks+Wealth Financial Planning to be extremely knowledgeable, friendly and helpful. When required he gives his full attention to my concerns and welfare. He appreciates the need for me, to understand the financial plan he is recommending. Robert has been advising me since 2012 and I have full confidence in him and the advice he provides. I would be happy to recommend him to anyone needing financial advice.

Coming from the financial sector there are always a lot of financial advisors available but Robert Taylor of Stocks + Wealth Financial Planning is one that stood out from the rest. He made the onboarding process quick and simple. He ensured that he understood what my financial goals are and advised accordingly so much that he would always go above and beyond on any request. His diligent in his work, his passionate and it shows through the quality of service he delivers. I have no reservations in his recommending his services to anyone who is looking for a financial planner.

Robert Taylor (Stocks +Wealth Financial Planning)was recommended to me by Sygnia as a trusted independant financial advisor. This followed misadventures with previous financial advisors. I transferred my retirement annuity and discretionary investment to portfolios as recommended by Robert Taylor and have had a very pleasant experience as a consequence. Roberts financial analysis is extremely thorough and he manages to make financial investment transparent. I am very satisfied with my investment results to date and I am extremely pleased with the low fees charged. I highly recommend Robert Taylor.

I’ve enjoyed working with Rob and him managing my investment. A far superior service to that of my previous broker!

Professionalism and product knowledge by Robert Taylor from Stocks+Wealth Financial Planning keeps impressing me. Queries are addressed immediately and efficiently. Whenever I seek advice, Robert is there to assist. I can only recommend Robert should you require financial planning services.