Bill Roberts Financial Planning is an independent, holistic financial services company in South Africa which has been managing clients’ 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.

We offer clear solutions in a complex world to help guide you in achieving your life goals and to regularly review your portfolio and circumstances.

Investec Asset Management to change name

COVID-19, THE ECONOMY AND POLITICS

Latest News

OUR MISSION

“We strive to achieve Financial Independence, Security and Peace of Mind for our clients and their families, as well as providing the best possible advice to contribute towards your financial freedom and the preservation and growth of your wealth.”

We offer clear solutions in a complex world to guide you to achieving your life goals and to regularly review your portfolio and circumstances.

OUR SERVICES

Clear Solutions in a Complex World

Financial Planning

Our most specialised service is developing strategies to assist in managing your financial affairs so that you can meet all of your life goals safe in the knowledge that your money is in expert hands.

Employee Benefits

As a specialist service, we provide structured retirement packages for corporate and financial planning for your employees to maximise your staff retention, staff security and staff’s peace of mind.

Estate Planning

We help ensure that there is a holistic plan to take care of your personal and financial matters so that your assets are protected and your estate is set up in the most tax-efficient manner.

Business Assurance

We identify, evaluate and deal with the risk of death or disability of your partners, shareholders or key members of the business.

Corporate Cash Management

We offer an extremely competitive and efficient money management system which offers you huge benefits.

Retirement Planning

We assist in contributing to investments, pensions, provident and retirement annuity funds with our expertise and wealth of experience.

Individual Risk Planning

We assess your needs for risk cover for liquidity in the Estate, to cover a number of potential problems.

OUR COMMITMENT

Our commitment is to offer every client personal and independent advice on all aspects of investment management, estate planning, pre- and post-retirement planning. We also offer 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 assurance).

We source reputable, well-known and long-established investment houses, both local and offshore, with a leading edge in being able to create and preserve 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 and independent advice and consistent communication.

WE KNOW THAT ONE SIZE DOES NOT FIT ALL

Find out how we can help you.

SOME OF THE FINANCE HOUSES WE WORK WITH