Slide SEE WHAT'S POSSIBLE VIEW SERVICES

Slide VIEW SERVICES

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.

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?”

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.



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.


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.


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.


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.


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.


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.


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.


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


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.


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.


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.


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.


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.


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.


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.


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.


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


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

OUR AFFILIATIONS

WHAT OUR CLIENTS SAY

WHAT OUR CLIENTS SAY