Investment minimums

R1m < R5m

Bobby Greeff

As someone deeply committed to the financial advisory industry, I bring a blend of expertise, experience, and a personal touch that stems from my values as a family man. My journey in this field is driven by a genuine passion for helping others achieve financial security and independence.

With years of experience, I've honed my ability to understand the unique needs of each client, crafting tailored strategies that align with their specific goals. What truly sets me apart is my approach to building relationships. Being a family guy, I understand the importance of trust, communication, and long-term thinking—values that I bring to every client interaction.

I believe that financial planning isn't just about numbers; it's about understanding people's dreams, concerns, and aspirations. I work closely with my clients, treating their financial well-being with the same care and attention I would give my own family. In a rapidly changing financial landscape, I stay ahead of the curve by continuously expanding my knowledge and adapting to new trends and challenges.

My goal is to provide clients with not just advice, but a partnership that supports them in making informed decisions for their future and the future of their loved ones.


Main Building, 13 Paul Kruger St, Robertson, 6705

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Contact details:

078 XXX XXXX

bobby@f*************o.za

Reveal contact details

Bobby Greeff

As someone deeply committed to the financial advisory industry, I bring a blend of expertise, experience, and a personal touch that stems from my values as a family man. My journey in this field is driven by a genuine passion for helping others achieve financial security and independence.

With years of experience, I've honed my ability to understand the unique needs of each client, crafting tailored strategies that align with their specific goals. What truly sets me apart is my approach to building relationships. Being a family guy, I understand the importance of trust, communication, and long-term thinking—values that I bring to every client interaction.

I believe that financial planning isn't just about numbers; it's about understanding people's dreams, concerns, and aspirations. I work closely with my clients, treating their financial well-being with the same care and attention I would give my own family. In a rapidly changing financial landscape, I stay ahead of the curve by continuously expanding my knowledge and adapting to new trends and challenges.

My goal is to provide clients with not just advice, but a partnership that supports them in making informed decisions for their future and the future of their loved ones.


Investment minimums:

R1m < R5m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Main Building, 13 Paul Kruger St, Robertson, 6705


About

About FSP Wealth

FSP Wealth is a boutique financial advisory firm that specialises in personalised wealth management services tailored to individual and family needs.

Unlike many larger financial institutions that operate on a one-size-fits-all model, FSP Wealth emphasises a bespoke approach, taking the time to understand each client's unique financial goals, risk tolerance, and life circumstances. This allows the firm to craft highly customised financial plans and investment strategies that align with clients' long-term objectives.

What sets FSP Wealth apart from other financial advisory businesses is its commitment to a high-touch, client-centric service model. The firm prioritises building long-lasting relationships with clients, ensuring that advice is not only sound but also aligned with clients' evolving needs.

Furthermore, FSP Wealth operates independently, meaning their advice is free from the conflicts of interest that can arise in commission-based environments, ensuring that clients' best interests are always the top priority.

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

Get help protecting you and your family and ensuring future financial support to your beneficiaries.


Get help making sure that your medical aid is the right one for you ensuring enough cover for your medical treatment and expenses both now and in the future.


Get help ensuring your financial affairs are efficiently structured.


Get help planning your legacy, minimising any future tax burden and ensuring the expressed distribution of your assets.