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Your Wealth. Your Life. Enjoy Both.
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Your Wealth. Your Life. Enjoy Both.
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 Independent, Fee – Based Financial Planning

  Independent, Fee – Based Financial Planning

Welcome to Stocks+Wealth Financial Planning, an owner-managed financial planning practice based in Cape Town.

We specialise in retirement and investment planning for individuals living in South Africa, as well as South Africans working abroad, who want to make informed, confident decisions about their money.

Whether you’re living in South Africa or working abroad, questions around financial security are universal. In a country shaped by economic uncertainty, those questions often carry extra weight. The answer isn’t a checklist or a default product. It’s a well-thought-out plan, backed by evidence, designed to reduce risk, adapt to change, and give you the clarity to move forward.

We work with individuals who want more than a product. They want a plan that adapts, holds up under pressure, and helps them make better financial decisions over time. Whether you’re building wealth, refining your investment strategy, or navigating key financial decisions, we help bring structure and clarity so your plan stays aligned, adaptable, and working for you.

 “Why Clients Choose Us”

Clients come to us based on our reputation for getting things right. They stay because of how we work.

Independent fee-based financial planning for financial freedom
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INDEPENDENT ADVICE

Independent advice means advice you can trust. No hidden agendas. No product bias. Just clear, objective decisions made with one goal – what’s best for you

TRANSPARENT - FEE BASED PRICING

You pay us for advice. Not for selling you a product. Not for earning a commission. Just for getting it right.

Couple looking at options for an independent fee-based financial planning
Happy Couple. Independent fee-based financial planning

Personalised Planning

Most financial plans start with a template. Ours start with you. We build strategies that adapt to your goals, your life, and the real-world changes that come with it.

 

Independent fee-based financial planning for financial freedom
w

INDEPENDENT ADVICE

Independent advice means advice you can trust. No hidden agendas. No product bias. Just clear, objective decisions made with one goal – what’s best for you

Couple looking at options for an independent fee-based financial planning

TRANSPARENT - FEE BASED PRICING

You pay us for advice. Not for selling you a product. Not for earning a commission. Just for getting it right.

Happy Couple. Independent fee-based financial planning

Personalised Planning

Most financial plans start with a template. Ours start with you. We build strategies that adapt to your goals, your life, and the real-world changes that come with it.

 

 

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Retirement
Planning

Offshore
Investments

Consultations by the Hour

Education
Planning

Client Experiences

Changed my entire outlook on finance

I have always been sceptical of so-called “financial advisors” who are usually there to broker a product which in my experience suited their needs more than mine. One meeting with Robert Taylor of Stocks + Wealth Financial Planning changed my entire outlook on finance. His thorough, honest and straightforward approach to managing my money showed me that getting the correct professional investment advice is not something that only cocktail sipping billionaires should consider.

Garth Welman

Rob has gone above and beyond the call of duty

I would like to thank Rob Taylor for his honesty and for all that he has done for us by showing what sound, professional financial service is all about.  Rob has gone above and beyond the call of duty to assist us with our retirement funds and by educating us about how we should invest our money.  I highly recommend Rob to take care of your financial needs.

Kevin and Jill Yates

His enthusiasm is catching

Robert has been our trusted financial advisor for what must be close to 20 years, possibly even longer, it’s been that long. His enthusiasm is catching and his knowledge of financial planning and economic trends are unsurpassed. We have always appreciated his good advice. If you are looking for an honest and dependable financial adviser, then we can highly recommend Robert.

Greg & Sophia Spires
Former Director IBM

Offers a wealth of knowledge in terms of financial planning and guidance

I was introduced to Rob Taylor about 10 years ago when he set up a retirement annuity policy for me through the company I worked for at the time.  Rob has been managing my portfolio ever since with the utmost integrity and offers a wealth of knowledge in terms of financial planning and guidance.  I really could not recommend anyone better to entrust your financial affairs with.

Shelley McMaster
Accountant Medi Health

We are extremely happy

Rob has been our financial advisor since 2017.
As pensioners, we would like to thank you for the careful way you keep our costs down, yet manage to grow and protect our investments in these volatile markets. We are extremely happy since moving to Stocks and Wealth and appreciate all your excellent advise, knowledge and professionalism.

Charmaine & Robert Hosmer

Ethical, professional and knowledgeable

I have known Rob since 2010 first as a friend and then as my financial advisor. Rob is passionate about what he does and is very ethical, professional and knowledgeable! He is patient and will go the extra mile for you to ensure you understand all the financial jargon to ensure that all your needs and preferences are met. His dedication to clients, business excellence and education sets him apart and I would highly recommend him for sound financial advice.

Tejal Kalan
Auditor

His abilities & integrity provides me peace of mind

Mr Robert Taylor has been my personal broker since 2009.
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.

Mrs Bonnita Botha
Professional Photographer

He gave me a sound understanding of the risk, rewards & fine-print

Rob Taylor has been my broker & financial advisor for 10 + years, the most important thing for me with any policies that I have in my portfolio, is to have a sound understanding of the risk, rewards & ultimately the fine print with these commitments. Rob personally flew up from Cape Town & took me through every detail. His future financial planning systems & processes has given me the confidence to not only invest with all my affairs but with my families.

Ricardo da Costa
Director Soul Candi LIVE, Altitude Beach, The Ivy

A forward thinking and flexible professional

Rob has been our financial adviser for more than 10 years and he is always available to help.  He has extensive knowledge of the various products on the market and always recommend the best options suitable to individual or family needs.  We will continue to use his service as a forward thinking and flexible professional. Dit is wonderlik om 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.

Jacobus and Marietjie Malan
Prokureurs /Notarisse/ Aktebesorgers

Expert advice and service

We have known Robert Taylor for more than thirty years and for the last 20 years Rob has looked after our financial planning requirements. We have been extremely happy with the expert advice, and service received during this relationship. Over the years our risk profiles have altered, and Rob has always been available to offer us various options and sound advice for us to make the right decisions. Due to this we have experienced great growth compared to market norms within the risk profiles we agreed too. We trust Rob’s insights in understanding the markets status and expected changes in the future. The constant communications and updates on our profiles and market information gives us lot of comfort in our dealings.

Wayne Grace and Ronnie Dennison
Directors Sekunjalo Piping and Manufacturing
WHAT OUR CLIENTS SAY