Dark blue ocean surface seen from underwater
Empowering Dreams
Securing Futures
Dark blue ocean surface seen from underwater
Empowering Dreams
Securing Futures

A Licensed, Independent, Fee-Based
Financial Planning Practice

Stocks + Wealth Financial Planning, a Cape Town-based financial practice, is proudly owner-operated with an extensive 20-year track record of delivering exceptional client service. Our commitment is to offer financial freedom, peace of mind, and empower our clients to lead the life they choose.

 

How we add value

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  • 10202210Africa/Johannesburg

    Financial Planning

    Financial Planning

    October 1, 2022
  • 120221Africa/Johannesburg

    Tax & Estate Planning

    Tax & Estate Planning

    January 1, 2023
  • 120221Africa/Johannesburg

    Income & Distribution Management

    Income & Distribution Management

    January 1, 2023
  • 120221Africa/Johannesburg

    Industry & Technical Information

    Industry & Technical Information

    January 1, 2023
  • 120221Africa/Johannesburg

    Asset Allocation

    Asset Allocation

    January 1, 2023
  • 120221Africa/Johannesburg

    Manager Selection

    Manager Selection

    January 1, 2023
  • 120221Africa/Johannesburg

    Wealth Education

    Wealth Education

    January 1, 2023
  • 120221Africa/Johannesburg

    Succession Planning

    Succession Planning

    January 1, 2023
  • 120221Africa/Johannesburg

    Lifestyle & Leisure

    Lifestyle & Leisure

    January 1, 2023
  • 120221Africa/Johannesburg

    Career & Work

    Career & Work

    January 1, 2023

Why Us?

We are motivated not by how many assets we manage but by
how many lives we improve.

 

Our clients select and remain with us because we consistently prioritize their interests above all else.
From the very beginning, we provide clarity on our services, fees, and the value we deliver.

We are motivated not by how many assets we manage but by how many lives we improve.

 

Our clients select and remain with us because we consistently prioritize their interests above all else.
From the very beginning, we provide clarity on our services, fees, and the value we deliver.

Why Us?

We are motivated not by how many assets we manage but by how many lives we improve.

Our clients select and remain with us because we consistently prioritize their interests above all else.
From the very beginning, we provide clarity on our services, fees, and the value we deliver.

How Our Services Set Us Apart and Benefit You

The cornerstone of our financial practice is our steadfast commitment to clients, with a focus on investment planning and wealth management.

What sets our practice apart? Two key factors:

Dedication to You: Our unwavering commitment to ethical and transparent service is at the heart of everything we do. We deeply understand people, valuing the importance of sound financial planning and decision-making in their lives.

Specialization Matters: We choose not to be generalists but rather specialists, excelling in the fields of investment planning and wealth management. The result for you, our client is evident: transparent value and solutions perfectly aligned with your clear objectives.

 

At our core, we provide impartial advice, completely free from conflicts of interest. We don’t endorse commission-driven products, charge upfront fees on your investments, or engage in proprietary selling – our sole commitment is to your financial well-being.

PERSONALIZED APPROACH

We understand that your financial needs and aspirations are distinct. We take the time to listen and learn about your specific goals, family dynamics, risk tolerance, and aspirations. By gaining a deep understanding of your unique circumstances, we can craft a financial plan that is customized to you and evolves with you over time.

HOLISTIC FINANCIAL PLANNING

Our approach goes beyond just investments and financial products. We believe in a comprehensive, holistic financial planning strategy that encompasses all aspects of your financial life. From retirement planning and tax optimization to estate planning and risk management, we cover every angle to ensure your financial success.

TRANSPARENT AND FEE-ONLY STRUCTURE

Trust is the cornerstone of our relationship with clients. That’s why we are proud to be a fee-only financial planning practice. This means our compensation comes directly from you, our client, ensuring transparency and eliminating potential conflicts of interest. We are committed to always acting in your best interest.

PROVEN TRACK RECORD

Our clients can attest to our successful track record in helping them achieve their financial goals. We have guided numerous individuals and families through different market conditions and economic cycles, consistently delivering positive results (Refer to what ‘What our clients say’).

ONGOING SUPPORT AND EDUCATION

We view our relationship with clients as a long-term partnership. Our commitment to your financial well-being extends beyond the initial plan implementation. We provide ongoing support, regular performance reviews, and educational resources to empower you with knowledge and confidence in your financial decisions.

UNBIASED INDEPENDENT ADVICE

As a certified, independent financial planning practice, our allegiance lies solely with our clients. We are not tied to any financial product or institution, which means our advice is completely unbiased. Our fiduciary responsibility ensures that your interests are always at the forefront, guaranteeing transparent and objective recommendations that are in line with your best interests.

What Our Clients Say

Provided us with clarity & complete peace of mind

Robert Taylor became our financial advisor in May 2021. We can highly recommend his financial practice: Stocks + Wealth Financial Planning. He has provided us with excellent personalized and transparent service. Rob is very generous in sharing his knowledge and has helped us immensely with our financial planning, in particular, his assessments and interpretation of our financial matters have provided us with clarity and complete peace of… “Provided us with clarity & complete peace of mind”

Bettina Haug & Dr Peter Haug
Euroflora Landscaping | Neurologist

Greatly appreciated his help in supporting me through my investment journey

My wife and I have been working with Robert Taylor since January 2021 when I took early retirement from a management consulting firm after nearly 33 years of employment. Rob initially assisted me with the development of a holistic investment and financial strategy considering my pension payout and other investment assets that I had accumulated to that point. He helped finalise and implement my investment strategy and has since assisted with minor adjustments that I needed to make due to my changing circumstances. I spent many months engaging with different financial advisers/institutions before venturing forth with Rob as my trusted… “Greatly appreciated his help in supporting me through my investment journey”

Glenn Harvey
Management & Information Systems Consultant

Returns in excess of the market benchmark and my overall objectives

Stocks +Wealth Financial Planning c/o Mr Robert Taylor have managed my investment portfolio since May 2017. I would like to take this opportunity to thank Robert Taylor for a superb service .I commend him in terms of meeting all my requirements in terms of sincerity, transparency and competency. Rob has been proactive in managing my investment strategy which has resulted in generating returns in excess of the market benchmark and my overall objectives. I find with Rob, I can call him any time of the day or on weekends to query information and his response and service is unquestionable. He… “Returns in excess of the market benchmark and my overall objectives”

Mr. John Rogers
Ex CEO Secequip LTD - Retired

Highly impressed with his relentless energy & passion

I became a client of Robert Taylor in February 2019. I value his transparent advice and I am highly impressed with his relentless energy & passion demonstrated every time I reach out to get direction in financial labyrinths, no matter how small they might be. I am happy to recommend his services and practice Stocks + Wealth Financial Planning to my friends and anyone looking for direction & advise in financial… “Highly impressed with his relentless energy & passion”

Mr.Janusz Szuta
Logistics Management

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… “Changed my entire outlook on finance”

Garth Welman

His exceptional knowledge ensures there are no questions left unanswered

Passion, knowledge and a genuine interest in achieving the best results for his clients are what makes Robert Taylor a truly professional Financial Adviser. His expertise within the financial sector and his outstanding business acumen allow him to provide exemplary returns for his clients. Rob has a very welcoming, professional and personable nature, and he works with absolute integrity to provide his clients with sound financial advice. His exceptional knowledge within his industry ensures there are no questions left unanswered in determining the right strategy for his clients. It is an absolute pleasure working with Rob and he earns my… “His exceptional knowledge ensures there are no questions left unanswered”

Ms. Sharmila Ragunanan
Dream Resorts and Hotels - Group Marketing Manager

Always ensures my portfolio is managed in line with my expectations

I have had the pleasure of knowing Rob for many years and he has assisted me in implementing and managing my risk and investment planning for over a decade. When my firstborn arrived, Rob assisted me in setting up my portfolio and made it effortless for me. I cannot express enough how he always goes above and beyond to ensure my portfolio is managed in line with my expectations and myself and my wife are always kept up to date with opportunities in the offshore arena as well as changes in legislation. We emigrated from SA last year and Rob… “Always ensures my portfolio is managed in line with my expectations”

Jon, Michelle, James & Amy Roth
General Manager at Your Palawan Property in the Philippines

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… “Rob has gone above and beyond the call of duty”

Kevin and Jill Yates

Extremely professional, honest and transparent

Robert Taylor has managed my husband Mark and I’s investments for over 10 years and we have found him to be extremely professional, honest and transparent with our options.  He also offers very competitive rates which are hard to beat.  He has recently taken over my retired mother’s investment and doubled her income as soon as the policies were effective.  I’d recommend him to anyone who aims to invest intelligently and… “Extremely professional, honest and transparent”

Penny Reid and Mark Wicking Baird
SABC Account Executive | CEO - Agricorp

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… “His enthusiasm is catching”

Greg & Sophia Spires
Former Director IBM

Wonderful way of simplifying what can be very complicated scenarios

Having been a client of Rob Taylor’s for many years now – after somewhat disastrous dealings with so-called “financial advisors” in the past- I cannot recommend him highly enough. Rob has a wonderful way of simplifying what can be very complicated scenarios and a keen sense for what best works for what you require, with no agenda of pushing a product that doesn’t suit those requirements. He is thorough, things are done promptly and with absolute minimum admin (for the client!). On top of this, Rob Taylor is constantly progressing in his field through continuous studying in his field which… “Wonderful way of simplifying what can be very complicated scenarios”

Gavin Williams
Creative Director and Partner, NorthVCA

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… “Offers a wealth of knowledge in terms of financial planning and guidance”

Shelley McMaster
Accountant Medi Health

Always up to date with the latest markets & financial trends

Robert Taylor has been my Financial Adviser for some 15 years. It is my pleasure to give a reference, he is knowledgeable, honest, helpful & always up to date with the latest markets & financial trends.   He keeps a close eye  on investments under his portfolio & acts swiftly on any market changes, always giving sound advice and recommendations. I am happy & satisfied with his management of my portfolio & the results he has achieved. I gladly & confidently recommend him to potential… “Always up to date with the latest markets & financial trends”

Peter Clifton
Former Director of Morcor Pty Ltd and Dunlop | Retired

Takes the current and future wellbeing of his clients very seriously

Having personally experienced some of the consequences of growing up in a time when financial products were often more commission driven than for the long term benefit of the client it is very reassuring to find someone who takes the current and future wellbeing of his clients very seriously. The investment market is uncertain and needs commitment of those that guide us through the maze of decisions which need to be made. Rob’s fees are reasonable and clearly articulated. Rob has the special ability of being able to guide one through the legal jargon and leading one to logical outcomes.… “Takes the current and future wellbeing of his clients very seriously”

Walter and Margaret Licata
Management Information Specialist

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… “We are extremely happy”

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… “Ethical, professional and knowledgeable”

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… “His abilities & integrity provides me peace of mind”

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

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

Rob has an ability to decipher and solve complex financial situations

I had previously been with a financial advisor for around 10 years. I lost around 10-15% of my investment value in early 2020, I subsequently approached Sygnia Asset Managers for advice as to who they would recommend as advisor. They recommended Robert Taylor the founder of Stocks + Wealth Financial Planning, I switched to him in April 2020. After a thorough investigation Rob made certain structural investment recommendations. He brought down my investment management fees from 2.35 % to less than 1%. More importantly, within about 6 weeks from moving the funds to the new investments, the losses of earlier… “Rob has an ability to decipher and solve complex financial situations”

Dr Johan Strumpfer
Lecturer UCT Business School

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… “A forward thinking and flexible professional”

Jacobus and Marietjie Malan
Prokureurs /Notarisse/ Aktebesorgers

Thorough, professional and he has earned my highest respect

In the short time I have come to know Rob and used his services as my financial advisor for my retirement plan, I have learnt so much about the world of investment. Rob is very thorough and professional and he has earned my highest respect for his approach to my portfolio both local and overseas. He is not someone who merely does the proverbial tick-box exercise that a lot of “so-called” FAs do when they assess their client’s needs. He does a thorough assessment, gets to understand your concerns and needs, and guides you through the process with experience and… “Thorough, professional and he has earned my highest respect”

Susan Geyser
Former Chief Financial Officer for the DA (retired 2021)

At last! The financial advisor I have dreamed of and can trust!

We are creative business owners who are great at what we do but have very little interest in the nitty-gritty of what it actually takes to build wealth – or even just be free of financial worries. And yet we sure know how to spend money! Over the years I have had several “financial advisors” who mounted to nothing but policy salespeople, steering me towards excessive live insurance, or dubious policies with what turned out to be absurd hidden costs. This is why I was actively looking for an advisor who charges a fee upfront and then gives objective advice.… “At last! The financial advisor I have dreamed of and can trust!”

Ms. Amy Allais & Yaniv Chen
OlaFilms Director | Interior Architect

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… “Expert advice and service”

Wayne Grace and Ronnie Dennison
Directors Sekunjalo Piping and Manufacturing

We help you achieve more and pay less.