Meet
Robert Taylor
Founder, Stocks+Wealth Financial Planning
Welcome, and thank you for taking the time to learn more about what we do and why it matters.
As the founder and principal advisor at Stocks+Wealth Financial Planning, I’m fortunate to be in a position where the outcomes of what I do have a lasting and positive impact on individuals and their families. It’s deeply rewarding to see clients worry less and have more time to spend on what matters most to them.
We lead with understanding, so your money serves the right purpose.
Because meaningful planning starts with people.
To make a positive difference, the starting point isn’t a product. It’s care.
Financial security, health and wellbeing are interlinked and highly emotive parts of a person’s life. That’s why this practice is built around listening, clarity, and strategic thinking and planning, not sales targets.
Our role is to help you clearly identify and understand the purpose your money must serve, the risks that may hinder that, and how to optimise your path forward.
We use financial products where needed, but never as the focus. We offer the thinking that makes them work for you.
Where much of the industry runs on distribution and volume, we take a different approach.
This is strategic financial planning. Thoughtful, measured, and built with care.
And we know it works.
We’ve maintained a 100 percent client retention rate. We’ve improved peace of mind, reduced uncertainty, and helped every client we have worked with move forward with clarity.
This is not a transactional business. It’s an outcome-based one that values every client it serves and has done so since we opened our doors in 2015.
The future of advice, already here.
Stocks+Wealth Financial Planning.
Securing Financial Futures One Plan at a Time
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