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OUR PURPOSE

Transparent Wealth Creation

OUR PURPOSE

TraNsparent Wealth Creation

DEMYSTIFYING
FINANCIAL PLANNING

A transparent partnership is the foundation for successful long-term wealth creation. Our approach is to demystify the investment process and provide unbiased advice that is wholly aligned to your investment objectives.

Fees-based financial planning allows us to create an investment journey that is predicated on the right investment for the right individual, rather than one size that fits all.

Combining this approach with deep research and analysis across local and offshore markets means we tailor-make an investment plan that is not built around a commission structure, but with the best possible outcome for the preservation and creation of your wealth.

"Financial peace isn't the acquisition of stuff. It's learning to live on less than you make, so you can give money back and have money to invest. You can't win until you do this."

Dave Ramsey

THE FOUNDER

Robert Taylor grew up in a home where money matters were considered and respected.  After a life-changing experience in which he saw those close to him lose significant retirement savings to unscrupulous advice, Rob decided to focus his financial skills in the investment and financial planning industry.

Galvanised by these events, he sought out the truth from the labyrinth of investing and worked tirelessly to find solutions for people who would become his lifelong clients. Honest, hard-working people who deserved better returns from what they had worked for.

His vast experience of over 20 years, tempered by his moral compass mean his financial practice – Stocks + Wealth Financial Planning is perfectly poised to engage and deliver an exceptional client experience resulting in each and every clients complete peace of mind.

Rob has a personal relationship with each and every one of his clients. This defined service is evident in the fact that Stocks + Wealth Financial Planning has a 98% client retention rate and is still engaging and assisting  the same clients that joined him 20 years ago.

Rob’s passion is to help ordinary people sift through the overwhelming amount of information and jargon, always insisting on asking himself “What if this was my family’s money?” This simple question influences the best outcomes for his clients by constructing significantly improved investment portfolios for them.

THE FOUNDER

Robert Taylor grew up in a home where money matters were considered and respected.  After a life changing experience in which he saw those close to him lose significant retirement savings to unscrupulous advice, Rob decided to focus his financial skills in the investment and financial planning industry.

Galvanised by this event, he sought out the truth from the labyrinth of investing and worked tirelessly to find solutions for people who would become his lifelong clients. Honest, hard-working people who deserved better returns from what they had worked for.

His vast experience of over 20 years, tempered by this moral compass, means his business – Stocks + Wealth Financial Planning is more thorough than perceived competitors in analysing their current portfolios and finding a better way by letting them see what’s possible.

Rob has a personal relationship with each and every one of his clients. This defined service is evident in the fact that Stocks + Wealth Financial Planning has a 98% client retention rate and is still engaging and assisting  the same clients that joined him 20 years ago.

Rob’s passion is to help ordinary people sift through the overwhelming amount of information and jargon, always insisting on asking himself “What if this was my family’s money?” This simple question influences the best outcomes for his clients by constructing significantly improved investment portfolios for them.

ABOUT ROBERT TAYLOR

Robert Taylor grew up in a home where money matters were always considered and respected.  After a life changing experience in which he saw those close to him lose their savings to unscrupulous advice, Rob was determined to pursue a career in finance.

Galvanised by this event, he sought out the truth from the labyrinth of investing and worked tirelessly to find solutions for people who would become his lifelong clients. Honest, hard-working people who deserved better returns from what they had worked for.

His vast experience of over 20 years, tempered by this moral compass, means his business – Stocks + Wealth Financial Planning is more thorough than perceived competitors in analysing their current portfolios and finding a better way by letting them see what’s possible.

Rob has a personal relationship with each and every one of his clients. This defined service is evident in the fact that Stocks + Wealth Financial Planning has a 98% client retention rate, manages in excess of a  R100 million in investments and is still engaging and assisting  the same clients that joined him 20 years ago.

Rob’s passion is to help ordinary people sift through the overwhelming amount of information and jargon, always insisting on asking himself “What if this was my family’s money?” This simple question influences the best outcomes for his clients by constructing significantly improved investment portfolios for them.

OUR
VISION

To be the most trusted, committed and caring financial planners in South Africa.

OUR
MISSION

To secure you and your family’s quality of life.