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.

Our Services

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.

Our Services
Independent Wealth and Risk Solutions

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.

In 2022, Bill Roberts Wealth and Risk Management is celebrating 40 years of dedication to long-term holistic financial planning.

We Know That One Size Does Not Fit All. Find Out How We Can Help You.

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.

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Our Services

Financial Planning

Our most specialised service is developing strategies to assist in managing your financial affairs so that you can meet all of your life goals, safe in the knowledge that your money is in expert hands.
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Our Services

Business Assurance

We identify, evaluate and deal with the risk of death or disability of your partners, shareholders or key members of the business.
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Our Services

Employee Benefits

As a specialist service, we provide structured retirement packages for corporate and financial planning for your employees to maximise your staff retention, staff security and staff’s peace of mind.
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Our Services

Corporate Cash Management

We offer an extremely competitive and efficient money management system which offers you huge benefits.
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Our Services

Retirement Planning

We assist in contributing to investments, pensions, provident and retirement annuity funds with our expertise and wealth of experience.
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Our Services

Estate Planning

We help to ensure that there is a holistic plan to take care of your personal and financial matters so that your assets are protected and your estate is set up in the most tax-efficient manner.
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Our Services

Individual Risk Planning

We assess your needs for risk cover for liquidity in the estate to cover a number of potential problems
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Our People Are the Difference.Find Out More.

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