Ours are relationships that provide security for life
Authorised Financial Services Provider FSP No. 4672
Bill Roberts Financial Planning is an independent, holistic financial services company in South Africa which has been managing client’s portfolios since its inception in 1982. It operates out of its own “A” Grade office buildings in a prime golf office park development in Pietermaritzburg, KwaZulu Natal.
Our commitment is to offer every client personal and independent advice on all aspects of investment management, estate planning, pre and post retirement planning as well as corporate solutions such as employee benefits with regards to all forms of retirement funding and group risk benefits.
An individual assessment of each client’s portfolio, their objectives and their needs forms an integral part of our investment process. This covers areas which include estate planning and risk (disability, dread disease and life assurance).
We source reputable, well known and long established investment houses, both local and offshore, with a leading edge in being able to create long-term wealth for our clients.
The trust and faith our clients have in us is of paramount importance. This trust has been earned over a period of time from unquestionable business ethics, transparent, independent advice and consistent communication.