HANDCRAFTED, FINANCIAL ADVICE
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.
Give me a call: 084-782-2026
Life & Disability
Personal: Holistic Financial Advice
Advisors: Succession Planning
Employee Benefits: Group Schemes
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?
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.
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.
MEET WITH TROY TO DISCUSS YOUR PORTFOLIO
Please download the applicable form(s), fill in your details and submit prior to our scheduled meeting for compliance records.
Please expect a call from Shepherd Advisory as my team will need to confirm the appointment date.
Suite 17 Block B – Featherbrooke Office Park, Eagle Street, Featherbrooke, Krugersdorp