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”.
Education

  • Milpark Business School
    RE5 certificate
  • CKP Development
    Wealth Management NQF5
Experience

  • Rockfin Wealth Management
    Internal Sales Consultant / Customer Success (current)
  • Metropolitan Life
    In-house Financial Adviser (9 years)
  • Old Mutual
    Sales Consultant (1year)
Solutions

  • Wealth Management- Retirement & Investment Planning
    (Risk Management)
  • Short term insurance, personal and commercial
  • Healthcare
  • Wills and Estate Planning