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.
| Tel: | 084-782-2026 |
| Email: | troy@troylaas.co.za |
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PRIMARY SERVICES
Give me a call: 084-782-2026
Retirement
Investments
Estate Planning
Life & Disability
Business Assurance
Group Schemes
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
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.
Troy has an understanding second to none of how my money should be invested wisely. He crafts complex financial plans backed up by years experience and makes them simple for me to understand. He is also always available and I highly recommend him!
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.
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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Please expect a call from Shepherd Advisory as my team will need to confirm the appointment date.
9-6pm
084-782-2026
Suite 17 Block B – Featherbrooke Office Park, Eagle Street, Featherbrooke, Krugersdorp
