RBwealth does Independent Wealth Management. Thus you will receive a tailor-made plan to help make your financial objectives a reality based on the service provider of your choice.
Managing your financial affairs can be as easy as reading our regular updates on your mobile device. We do all the work while you do the things you enjoy most. We will tailor your plan based on your beliefs, personality and what you want in life.
Why choose RBwealth?
We are independent
We are not tied to any financial service provider. Our plans are based on what best suites you to achieve your financial objectives.
We listen first
All plans are based on your beliefs, personality and life-style. We believe that you are an individual and one size does not fit all.
Consultations are free
We do not charge for consultations and come out to meet with you physically, or online which-ever is your preference.
What our clients say
Our Solutions
Individual Solutions
Implement a plan to improve the management of income & expenses while generating superior returns on your investments. Get a free will and affordable estate planning with no hidden costs.
Business Solutions
Firstly, design and implement Pension Fund savings and Risk-Cover for you and your employees. Secondly, save on costs but enjoy increased benefits as part of a group arrangement. Thirdly, attract and retain top talent to grow your business.
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We have years of experience in managing employer retirement funds.
Our management team has a combined working experience of over 35 years at a large corporate financial institution (at a senior levels). As a result, we are capable of being effective and nimble at managing your employee benefits arrangements.
- We are independent and free from third party influence.
Our Testimonial
Based on my 25 years of experience making peoples financial dreams come true, the most successful clients had the following ingredients
• Always had a financial plan for success
• Total discipline in saving and investing
• Never timed the market but occupied as much time in the market
• Understood the concept of risk and return
I encourage employers to enter into an umbrella fund savings and or risk arrangement as soon as possible. You will retain and attract top talent and differentiate your business from competitors. Employers and employees will benefit from reduced risk cover costs by participating in a group policy. Also, you’ll receive immediate access to the investment markets.
How we work with you
We connect with you
First of all, we meet with you to understand your needs and objectives
Then we plan
Then we create a plan taking into account your personality and beliefs
Then we execute
We execute the plan, monitor, and feedback to you. Letting you focus on the things you enjoy.
Our Company
The idea for starting this company was born from a love of building relationships and serving the community, combined with working experience.
Let us start up your investment portfolio or review and improve your current investment returns. Need a holiday? No problem, we can tailor a short term savings plan for you!
General Questions
Yes. Your money is paid directly to the investment house. RBWealth receives a commission that is approved by you as part of the sign-up. All investments, switches, and disinvestments take place at the investment house. Each transaction is audited for which statements are provided. The investment house is monitored by regulatory bodies, auditors, a board of directors, shareholders, and by RBwealth.
We value our client’s hard-earned money. Therefore capital protection and an above-inflation return are paramount in our investment philosophy and strategy. Its all about wealth management.
Shariah-compliant investments are investments that exclude income from gambling, pornography, pork, and alcohol & tobacco. The three key financial ratios for determining shariah compliance include the following: 1)total debt must be less than 33% of equity2) Total debtors must be less than 49% of total assets and 3) Interest income must be less than 5 % of total income
Our current consultants have a minimum of 10 years insurance experience ranging from investments, savings and risk benefit product on an individual or group basis.
We are a small company with big company experience. To date we have a 100% customer satisfaction rate. Understanding the potential growth of our company, we are already developing tools to ensure we remain at a 100% satisfaction rate as we grow.
The short answer is any amount though we encourage amounts starting from R500 per month. The important factor is to start wealth management now in order to gain the maximum returns in the medium to long term.
Anyone who has a dependent. A dependent is anyone who is financially reliant on you (example – spouse, children, parent, sibling).
Important factors determining cost are:
- Amount of cover you want or type of policy
- Your age
- Your health currently and historically
- Indulging in smoking and alcohol consumption
- Your occupation
- Your hobbies; and
- Gender (women tend to live longer than men)
We can be contacted using our contact details situated at the bottom of this page. We can also have a live chat with you, just click the ‘chat icon’ situated at the bottom right corner of any page and leave us a short message or introduce yourself. You can also submit a ‘callback request’ by completing the form at the bottom of this page and submit. We generally respond to ‘contact request’ on the same day.
We partner with industry leading service providers
We have also partnered with Pacioli audit solutions. Click the logo to visit their website for more information
Contact!
Request a callback by completing the below form or send a WhatsApp message using the button below or chat live with us right now!
Email – info@rbwealth.co.za
You can also send us a message on WhatsApp right now by clicking the below button and select WhatsApp Web!
