The fastest way to achieve financial success!

HANDCRAFTED, FINANCIAL ADVICE

I believe the key to financial success is understanding my clients’ needs as though they were my own.

I work from an Independent standpoint. Simply put, I am not locked into a specific brand’s products or services and am able to select from the best of breed fund managers, product houses and product solutions to find the perfect blend for your life goals.

Throughout my site I’ve shared practical advice, thought leadership and key details, so you can make the right decisions with your finances.

Please feel free to connect and engage further.

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PRIMARY SERVICES
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Give me a call: 084-782-2026 

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Retirement

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Investments

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Estate Planning

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Life & Disability

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Business Assurance

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Group Schemes

Personal: Holistic Financial Advice

Advisors: Succession Planning

Employee Benefits: Group Schemes

ABOUT TROY
EXPERIENCE

I have been involved in the running of financial planning businesses for over 10 years. My focus has been on retirement planning. As such, I have focused mainly on investments. Due to the nature of my client base, estate planning also plays a vital part of my offering to clients.

I joined the industry in 2002 with Liberty and have subsequently become independent. I have worked with Multi-award winning Investment houses and will continue to support the best of breed funds (for my clients sake). My belief is that having an independent advisor allows you to have an unbiased view and to structure a better, tailor-made solution to fit the need. I also believe that having an asset management team behind you, with a good track record, adds to consistent, stable results.

Please don’t hesitate to connect with me if you need assistance with your financial planning?

CLIENT TESTIMONIALS
Troy is extremely thorough in his analysis of his client’s needs and passionate about making a positive difference to their lives.
It is a refreshing change to find somebody with so much knowledge in his field who still sees the little things that are important to his clients.
Gideon Du Toit

Founder, Journey Investments Ltd

Troy has an understanding, second to none, of how my money should be invested wisely to take care of my family and grow exceptionally well. Troy is always available and willing to meet or discuss questions I may have and I highly recommend him.
Brad Demos

Digital Innovation Manager

Troys’ advice on how to invest my pension package, was of immeasurable advantage to me.
He has kept me regularly updated as to how various funds were performing, as well as why it was necessary to change from one to another.
Ian G Watts

Retired Civil Engineer

THOUGHT LEADERSHIP BLOG

Make sure to connect with me and stay in the know as we share strategic advice and market commentary.

Read my latest articles here:

COVID Investment Planning

2020 will be a year to remember. Unfortunately, not for all the right reasons. The year we find ourselves in the middle of a pandemic, that has changed the world. However, with every thunderstorm, much needed rain follows. The silver lining in these dark clouds, is...

Financial Planning, from a Father’s perspective (Part 2)

2. INVESTING This, to me is the area that is something we must cater for, regardless if we have life-cover or not. A common mistake I believe we make is putting funds into an endowment or long-term product that provides for tertiary education. I don’t believe that it...

Financial Planning, from a Father’s perspective

I am a new and very Proud Dad. I am also a financial advisor (FA) and in recent months have had many changes, some planned and many more unplanned, to weave my way through. My viewpoint in terms of life, finances, goals, and concerns has changed considerably. Let me...

VIDEO ENTRIES

“While I enjoy long-form articles and understand email is often used as primary communication, I am fully aware that video is an easy means of teaching financial matters or sharing insights in bite-sized chunks”.

If you would like to meet up to discuss your portfolio and run a needs analysis, please connect to set up an appointment.

Let me know if you have any questions related to my videos and I’ll get back to you asap!”

Cheers,
Troy

MEET WITH TROY TO DISCUSS YOUR PORTFOLIO

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CONTACT ME
Working hours:

9-6pm

Phone:

084-782-2026

Address

Suite 17 Block B – Featherbrooke Office Park, Eagle Street, Featherbrooke, Krugersdorp