YOU WORK HARD
YOUR ENTIRE LIFE...
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.
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?”
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.
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.
WHAT OUR CLIENTS SAY
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
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.
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.
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
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."
We are extremely happy since moving to Stocks + Wealth and appreciate all your excellent advise, knowledge and professionalism.
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."
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.
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."
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."
"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. "
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."