Meet
Robert Taylor
Founder, Stocks+Wealth Financial Planning
Welcome, and thank you for taking the time to learn more about how we work.
After entering the financial planning profession in 2000, I founded Stocks+Wealth Financial Planning in 2016 to build an independent advice practice centred on the principles and values I believe financial planning should stand for.
Those principles are simple: planning before products, transparent pricing, flexible support and fees, and conflict-free advice.
At Stocks+Wealth, we lead with understanding, so your money serves you.
Because meaningful planning starts with people.
To make a positive difference, the starting point isn’t a product. It’s care.
That’s why this practice is built around strategic 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 move forward with confidence.
We use financial products where needed, but never as the focus. We offer the thinking that makes them work for you.
Where traditional advice can be product-led and fee-led, we take a different approach.
We put the planning first. Your needs and desired outcomes shape the advice, fees are clear from the outset, and the level of ongoing support remains your choice.
And we know it works.
Over R650 million in assets under management, a client retention rate of 98.5% and not a single formal complaint since our founding in 2016.
You are welcome to view our client reviews for further perspective.
We measure success by the lives we improve
Stocks+Wealth Financial Planning
Putting Advice Back Into Financial Advice
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