Reneè Roe - Independent Financial Advisor

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!

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!

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

Sandton Financial Advisor, Reneè Roe, describes her journey in the financial advising industry. 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.

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

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 📈

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.

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.

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

10 compelling reasons to review your will As one of the most important documents a person will ever sign, a will deserves careful and regular attention.