Reneè Roe - Independent Financial Advisor

01/07/2024

As we enter the second half of the year, a few things to remember:
✅ July has been designated as National Savings Month.
✅ Tax filing season starts.
✅ Cold weather is on its way, but spring and summer isn't too far away either!

20/06/2024

Being independent means I can shop around between different service providers to find the most suitable products for clients. I can also make adjustments in existing portfolios using various service providers. Clients will always receive the best and most suitable advice for their own unique situations!

10/06/2024

Get to know me a bit better! I shared some thoughts in a recent interview with Find an Advisor.

Reneè Roe, Sandton-based financial advisor, with GrowthHouse Financial Planning Services, centres on holistic financial planning as well as Retirement, Local and Offshore Investment, Estate and General Financial Planning.

15/05/2024

Have a look at some of the services I offer 👇🏻👇🏻👇🏻 Portfolios big and small, those wanting to start a financial portfolio and have no idea how to begin, those needing some advice around their current financial portfolio, I am able to assist you all 📈

📨 [email protected]
📫 Or contact me via the WhatsApp button

19/04/2024

Rather late than never! Now that there's a bit of time to breathe again, I'm able to update my page and announce that I've moved to working as an independent financial advisor through GrowthHouse Financial Planning Services. I am very excited about this change and looking forward to broadening my advice and services to clients.

If you would like to have a chat around your investments and policies, feel free to send a DM or an email: [email protected]

I'll be more active on this page going forward, look out for financial information and tips 📈

10/01/2024

Hello all! Welcome and thank you for following my page. I have been very quiet on this page, but there are some changes coming, so please keep an eye out!

Please note that I am currently only available via a phone call or on WhatsApp - number in the "About" section.

30/09/2021

You should never be scared into taking out life or other insurances. However, it may come in very handy.

➡I have been very busy lately requesting life and other insurance quotes, so if you want to have a look at some options, feel free to send a WhatsApp on 072.998.6889 or send an email to [email protected].

➡I'm happy to look at your existing cover and help you determine whether you need more/less/different cover, or take you through the process of getting cover for the first time.

Companies used: PPS, Sanlam, Momentum, Old Mutual, Liberty, Discovery.

16/09/2021

If you haven't yet, time ti review your will. If you don't have a will yet, time to get one drafted.

As one of the most important documents a person will ever sign, a will deserves careful and regular attention.

26/07/2021

As there have been quite a few new followers, here is a post to give you some insight into who I am and what I can do for you:

✔ I've been working in the financial industry since 2017, after completing a Bcom Finance and Bcom Financial Planning Honours degree, both through the University of Johannesburg.
✔ I joined Edge Wealth in 2019, where I now work as an independent financial advisor.
✔ My focus is on creating holistic financial plans for clients of all ages and backgrounds.
✔ These plans can be created from scratch, or existing plans can be tweaked and changed to provide a better outcome for clients.
✔ Retirement planning, local and offshore investments, and estate planning forms the core of my work, with life and other insurance and fiduciary services such as the drafting of wills done when necessary.
✔ I advise around the core topics, but anything to do with finances really. Don't be shy to ask if you have a question regarding your personal finances!
✔ In my spare time you will find me riding my horse, reading crime fiction novels or enjoying the outdoors.
✔ Have an in-depth look at the Edge Wealth services on our website: www.edgewealth.co.za

26/07/2021

It's a new day, new week and new lockdown level. If you didn't listen to the President's address last night, this Moneyweb article will tell you all you need to know. Industries that have been closed up to now can start trading again.

SA moves to lockdown level 3.