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 backed by more than 26 years of experience helping individuals and families navigate some of life’s most important financial decisions.
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.
Since opening our doors in May 2016, we have helped clients navigate some of life’s most important financial decisions and move forward with greater certainty.
The real value of advice is not found in a product. It is found in knowing what to do next.
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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