About Bill Roberts Wealth and Risk Management

Bill Roberts Financial Planning is an independent, holistic wealth management advisory practice with a professional reputation, which was gained through our depth of experience in ensuring financial security for both corporates and individuals in diverse areas of financial planning. We fully understand the complexities and challenges our clients face during their life phases and with this in mind, we’ve developed our own technology and some of the most advanced financial tools on the market over the past 38 years. Our influential business boasts a substantial and highly regarded national client base and we offer each client careful planning, accurate and in-depth analyses, and the best possible protection for the future. We build long-term, meaningful relationships with our clients and their families. This allows us to tailor-make their portfolios to consistently match their objectives. We’ve received many service excellence awards, including being a finalist for the prestigious Best Practice in South Africa.