Visit website

Investment minimums

R1m < R5m

Duncan Band

I hold a BCom degree in Financial Accounting from Stellenbosch University, a BCTA from the Rand Afrikaans University, and qualified as a Certified Financial Planner® professional at the University of the Free State. I’ve been working in financial services for 15 years and joined Roxburgh Trust in 2014.

My diverse experience of work at large corporates and small businesses has provided me with deep insight and an understanding of the wide range of products and investment solutions that are available in the marketplace. I believe I have an established platform of knowledge which positions me to offer well-rounded and insightful advice to my clients.

Roxburgh House, 24 3rd Ave, Parktown North

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

082 XXX XXXX

duncan@*************o.za

Reveal contact details

Duncan Band

I hold a BCom degree in Financial Accounting from Stellenbosch University, a BCTA from the Rand Afrikaans University, and qualified as a Certified Financial Planner® professional at the University of the Free State. I’ve been working in financial services for 15 years and joined Roxburgh Trust in 2014.

My diverse experience of work at large corporates and small businesses has provided me with deep insight and an understanding of the wide range of products and investment solutions that are available in the marketplace. I believe I have an established platform of knowledge which positions me to offer well-rounded and insightful advice to my clients.

   Visit website

Investment minimums:

R1m < R5m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Roxburgh House, 24 3rd Ave, Parktown North

Get directions

Contact details:

082 XXX XXXX

duncan@*************o.za

Reveal Contact Details

About

About Roxburgh Trust

Roxburgh Trust is a unique financial planning company with one goal: to use a holistic approach to meet the investment and risk management needs of businesses and private individuals alike.

Founded in 1986, the company is renowned for its integrity and stability. Our eight directors have a combined experience of over 160 years and clients benefit significantly from this foundation of integrity, consistency and focus.

Through well-researched financial planning, innovative and appropriate financial solutions, and an ethos of client care, we assist in creating wealth and financial stability.

We place a high premium on our core values – integrity, honesty and fairness – while living up to the Code of Ethics of the Financial Planning Institute of Southern Africa (FPI), the Financial Advisory and Intermediary Services (FAIS) Act and all other legislation.

Our clients have shown their confidence in the company by entrusting us to manage over R4 billion of their assets.

Service offered

Investments & savings

Get help choosing the best way to invest for your goals, whether it be buying a home, a child’s education or to save an emergency buffer for unforeseen expenses. Assess investments matched to your time frame and your risk appetite to achieve you goal.

Offshore investing

Get help diversifying your investments beyond South Africa’s border and assessing offshore investment opportunities.

Pre-retirement planning

Get help making sure you have enough to live on when you stop working.

Retirement income

Get help ensuring that your retirement income covers your costs and lasts your lifetime.

Additional services