Meet Graeme Roberts
I have 10+ years of experience within the insurance industry
and I always strive to find the best solution to your
financial concerns and needs.
My strength lies in building lasting relationships thus making
sure that my after sales service is as good as the day you
entrusted me with your business. You expect me to give you
the best financial advice and intend to do just that.
Having access to some of the best financial planning skills in
the industry allows me and our team to deliver on our promise
which is “Beyond Financial Planning”.
- Rockfin Wealth Management
Internal Sales Consultant / Customer Success (current)
- Metropolitan Life
In-house Financial Adviser (9 years)
- Old Mutual
Sales Consultant (1year)
- Wealth Management- Retirement & Investment Planning
- Short term insurance, personal and commercial
- Wills and Estate Planning