Ryan Roberts CFP

16/10/2026

Happy Boss's Day to the Boss Man 🏆
With gratitude and appreciation from all the Ladies in the office 💪

13/10/2026

😂🍦 You can’t avoid taxes, but you can prepare for them!

Financial literacy starts with understanding how to budget, save and make smart financial decisions. The earlier you start, the better prepared you’ll be for the future!

13/10/2026

💰 True wealth is about more than money.

Financial success is important, but so are your time, health and the relationships you build along the way.

09/10/2026

🌍 Which economies are most exposed to US trade?

Explore how global trade ties shape economic opportunities and vulnerabilities across the world.

🔗 Read more: https://www.visualcapitalist.com/mapped-economies-most-exposed-to-trade-with-us/

05/10/2026

🎉 Happy 15-year work anniversary to Cheray — or, as we know her, Mrs E! 🎉

15 years is an incredible milestone, and I’m truly grateful for everything you’ve contributed over the years. Thank you for your dedication, your time, and for being such an important part of our journey and helping us grow.

20 years is just around the corner — here’s to the next milestone! 🥂

Congratulations, Cheray! 👏

02/10/2026

Yesterday, Cheray and I had the pleasure of attending the Hedge Fund Fundamentals breakfast at Willow Way Manor.

A big thank you to Peregrine for hosting such a lovely and informative morning. It was a great opportunity to gain valuable insights into the hedge fund industry while connecting with others in the space.

Always great to learn, connect and grow!

01/10/2026

🎀 PINK OCTOBER | BREAST CANCER AWARENESS 🎀

Breast cancer can affect any woman (or man) — which is why awareness, prevention and early detection matter.

Know your risks. Know your body. Don’t ignore changes.

Family history, age, excess weight, inactivity, alcohol, smoking and certain hormonal treatments can all play a role.

💗 Move your body. Maintain a healthy weight. Avoid smoking. Limit alcohol. Know your family history. Get appropriate screenings.

Most importantly, don’t wait until something feels wrong to take your health seriously.

Early detection can save lives.

This October, let’s raise awareness, encourage screening, support those affected, and close the gap in breast cancer care.

🎀 No woman should face breast cancer alone.

23/09/2026

🇿🇦 Heritage Day is about celebrating where we come from — and the values we pass on.

Financial education is part of that too. 💰 From saving and budgeting to planning for the future, the lessons we teach today can make a difference for generations to come.

Wishing all our clients an amazing Heritage Day and a lekker Braai Day tomorrow! 🔥🇿🇦

23/09/2026

🧮 Good with numbers? Put them to work for your future.

From budgeting to investing, understanding your numbers is the foundation of smart financial planning. 💰📊

See the world’s top math countries in 2026:
https://www.visualcapitalist.com/worlds-best-countries-at-math-in-2026/

See which countries are best at math based on PISA 2025 scores, with China and Singapore leading the global ranking.

17/09/2026

📞 A not-so-fun fact about spam calls…

One thing about Ryan: he is constantly sharing interesting facts, insights and things he’s heard or read with the team.

He’s the kind of person who keeps a close eye on what’s happening in South Africa and around the world 🌍 — and we’re often the ones hearing about it first!

This time, unfortunately, it’s a not-so-fun fact about spam calls 😅📱

Sometimes the little facts you learn during the workday are the ones that stick with you!