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, 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 Financial Planning 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?”
The financial services industry is a treacherous one. One whose many complex and menacing pathways are obstructed by inaccessible institutions, disguised expenses and intimidating jargon. The task undertaken to achieve your financial goals should not be made harder by unnecessary complexities. That is why 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 slopes of financial planning. At Stocks & Wealth, we value open and honest relationships with our clients and want you to know who we are before we decide to embark on your savings and investment journey.
WHAT OUR CLIENTS SAY
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
Dit is wonderlik mm 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.
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 and Wealth and appreciate all your excellent advise, knowledge and professionalism.