Founder and Principal Advisor
About Robert Taylor, Founder of Stocks+Wealth Financial Planning
You hear it everywhere: ‘People won’t be able to retire.’ ‘They’re saving too little.’ It’s the same fear-driven narrative, repeated over and over. But the truth is, most people don’t retire comfortably, not because they can’t, but because the system can make it unnecessarily difficult.
I started Stocks+Wealth Financial Planning to change that. My career began in 1998 at the Momentum Group while working from a humble office in Fourways when it was still mostly farmland. Ten years later, I moved to Cape Town, and by 2016, I launched my independent practice: Stocks+Wealth Financial Planning. My vision was clear: provide clarity where there’s confusion and specialize in retirement and investment planning, not a jack of all trades, but a practice that’s deep in its expertise.
I believe people trust what they understand. That’s why my clients know exactly how their plans work: every fee, every risk, every opportunity. If something’s unclear, we don’t move forward. I’m not interested in financial jargon. My practice is built on real-world strategies that show you exactly where you stand.
And it works. Over the years, I’ve changed clients’ lives for the better, which is why we have a 100% client retention rate. New clients come to us through referrals and reputation alone. Clients understand exactly what they own, why they own it, and how it serves their long-term objectives. They’re based across South Africa, the UK, New Zealand, Australia and Europe, some I’ve worked with for over two decades.
Specialising in retirement and investment planning allows me to continuously research and refine strategies that deliver real, tangible value. I have built a team of world-class professionals in their fields, supporting all aspects of planning – from cross-border tax specialists to offshore fiduciary experts. If their skill set is needed, they are there to assist, billing independently from us. We are solution-driven, and ‘No’ is not in our vocabulary. We find a way.
In terms of pricing, it is fully transparent on my website so you know where you stand from the outset.
A bit about me? I was born in May 1973. My interests are wildlife photography, birding, deep sea diving (Padi Dive Master), music, sport( football, rugby, formula 1) philosophy and self-learning. I’m a critical thinker who values introspection and continuous growth. I believe in old-school principles: manners, integrity, my faith, my family and most of all, being kind. I have been very fortunate and privileged to work with like-minded clients who share these values.
If you feel that any part of my approach resonates with you and you believe my services may provide real value, I would welcome the opportunity to work with you.
Warm regards,
Robert Taylor
About Robert Taylor, Founder of Stocks+Wealth Financial Planning
You hear it everywhere: ‘People won’t be able to retire.’ ‘They’re saving too little.’ It’s the same fear-driven narrative, repeated over and over. But the truth is, most people don’t retire comfortably, not because they can’t, but because the system can make it unnecessarily difficult.
I started Stocks+Wealth Financial Planning to change that. My career began in 1998 with the Momentum Group while working from a humble office in Fourways when it was still mostly farmland. Ten years later, I moved to Cape Town, and by 2016, I launched my independent practice: Stocks+Wealth Financial Planning. My vision was clear: provide clarity where there’s confusion and specialize in retirement and investment planning,not a jack of all trades, but a practice that’s deep in its expertise.
I believe people trust what they understand. That’s why my clients know exactly how their plans work: every fee, every risk, every opportunity. If something’s unclear, we don’t move forward. I’m not interested in financial jargon. My practice is built on real-world strategies that show you exactly where you stand.
And it works. Over the years, I’ve changed clients’ lives for the better, which is why we have a 100% client retention rate. New clients come to us through referrals and reputation alone. Clients understand exactly what they own, why they own it, and how it serves their long-term objectives. They’re based across South Africa, the UK, New Zealand, Australia and Europe, some I’ve worked with for over two decades.
Specialising in retirement and investment planning allows me to continuously research and refine strategies that deliver real, tangible value. I have built a team of world-class professionals in their fields, supporting all aspects of planning—from cross-border tax specialists to offshore fiduciary experts. If their skill set is needed, they are there to assist, billing independently from us. We are solution-driven, and ‘No’ is not in our vocabulary. We find a way.
In terms of pricing, it is fully transparent on my website so you know where you stand from the outset.
A bit about me? I was born on May 1973. My interests are nature, wildlife photography, birding, deep sea diving (Padi Dive Master) music, sport( football, rugby, formula 1) philosophy, and self-learning. I’m a critical thinker who values introspection and continuous growth. I believe in old-school principles: manners, traditions, integrity, my faith, my family and most of all being kind. I have been very fortunate and privileged to work with like-minded clients who share these values.
If you feel that any part of my approach resonates with you and you believe my services may provide real value, I would welcome the opportunity to work with you.
Warm regards,
Robert Taylor
A Personal Vision
To ensure that every client feels confident and secure in their financial future.
A Personal Mission
My mission is to empower clients by simplifying financial services and providing a client-focused, conflict-free approach that aligns with their best interests. Through insightful guidance, I aim to help clients achieve greater financial independence.