Independent Financial Planning
Tailored To Your Needs
Bill Roberts Wealth and Risk Management is an independent, holistic financial services company in South Africa, which has been managing clients’ portfolios since its inception in 1982. We operate from Pietermaritzburg, KwaZulu-Natal.
Independent Financial Planning
Tailored To Your Needs
Bill Roberts Wealth and Risk Management is an independent, holistic financial services company in South Africa, which has been managing clients’ portfolios since its inception in 1982. We operate from Pietermaritzburg, KwaZulu-Natal.
We offer clear solutions in a complex world to help guide you in achieving your life goals and to regularly review your portfolio and circumstances.
Individual & Corporate
Get financial planning, retirement planning, risk management, and estate planning services for financial peace of mind around your personal and professional life.
Independent
We are not tied to any asset manager or any institution, which allows us to advise on the investments which will be best suited to match our client’s individual needs and objectives.
Client-Focused
Through our client-focused approach and abiding relationships, we provide holistic advice and solutions around the changing needs and long-term aspirations of our clients.
Award-Winning & Acknowledged
Our success lies in the trust and satisfaction of our clients. Over the past 40 years, we have won many individual and team excellence awards.
Our Mission
We strive to achieve financial independence, security, and peace of mind for our clients and their families, as well as providing the best possible advice to contribute towards your financial freedom and the preservation and growth of your wealth.
Our Commitment
Our commitment is to offer every client personal and independent advice on all aspects of investment management, estate planning, pre- and post-retirement planning. We also offer corporate solutions, such as employee benefits with regards to all forms of retirement funding and group risk benefits.
An individual assessment of each client’s portfolio, their objectives and their needs forms an integral part of our investment process. This covers areas which include estate planning and risk (disability, dread disease and assurance).
We source reputable, well-known and long-established investment houses, both local and offshore, with a leading edge in being able to create and preserve long-term wealth for our clients.
The trust and faith our clients have in us is of paramount importance. This trust has been earned over a period of time from unquestionable business ethics, transparent and independent advice and consistent communication.
Some Of The Finance Houses We Work With
