Founder and Principal Advisor
Welcome to Stocks+Wealth Financial Planning! I am Robert Taylor, Independent Financial Planner and the proud founder of this esteemed financial planning practice known for its history of exceeding client expectations.
With over 26 years of unwavering dedication, I’m fortunate to be in a career that allows me to continue making a positive difference in people’s lives.
From my early days as a financial planner in Fourways, starting in 1998 (when Fourways was still predominantly farmland), to launching my practice in Cape Town in 2016 as an independent financial planner, my focus has always been on providing a truly personalized service that transcends traditional financial models and is grounded in ethical values.
The essence of my approach is twofold:
The first and most important part of my work is engaging with clients to fully understand everything important to them in their personal and financial lives, including their aspirations, concerns, and fears. This deep understanding forms the foundation of a collaborative process that defines the purpose their money should serve, addressing overlooked aspects and uncovering opportunities they may not have considered.
Second, I design, implement, and manage highly efficient financial plans that are straightforward, clear and optimised to achieve each clients goals. By empowering clients with insight, I help them make decisions that maximize their financial potential and experience peace of mind, secure in their financial future.
Clients often share that, for the first time, they feel genuinely in control of their financial future, free from the confusion and worry that once weighed them down. This sense of empowerment, coupled with the peace of mind that comes from having a clear, actionable plan, is what I strive to deliver for every client.
As you explore my website and consider your financial journey, I warmly invite you to reach out to me personally. I look forward to working with you.
Warm regards,
Robert Taylor
Welcome to Stocks+Wealth Financial Planning! I am Robert Taylor, Independent Financial Planner and the proud founder of this esteemeed financial planning practice known for its history of exceeding client expectations.
With over 26 years of unwavering dedication, I’m fortunate to be in a career that allows me to continue making a positive difference in people’s lives.
From my early days as a financial planner in Fourways, starting in 1998 (when Fourways was still predominantly farmland), to launching my practice in Cape Town in 2016 as an independent financial planner, my focus has always been on providing a truly personalized service that transcends traditional financial models and is grounded in ethical values.
The essence of my approach is twofold:
The first and most important part of my work is engaging with clients to fully understand everything important to them in their personal and financial lives, including their aspirations, concerns, and fears. This deep understanding forms the foundation of a collaborative process that defines the purpose their money should serve, addressing overlooked aspects and uncovering opportunities they may not have considered.
Second, I design, implement, and manage highly efficient financial plans that are straightforward, clear and optimised to achieve each clients goals. By empowering clients with insight, I help them make decisions that maximize their financial potential and experience peace of mind, secure in their financial future.
Clients often share that, for the first time, they feel genuinely in control of their financial future, free from the confusion and worry that once weighed them down. This sense of empowerment, coupled with the peace of mind that comes from having a clear, actionable plan, is what I strive to deliver for every client.
As you explore my website and consider your financial journey, I warmly invite you to reach out to me personally. I look forward to working 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.