Meet Rahul Singh

Creating wealth and financial independence is what we work
and strive for at Rockfin. It is my passion and goal to see you reach
the financial goals you dream of. I assist you to achieve these
dreams through a holistic and integrated wealth planning
process.

 

Our journey together will include various forms and regular

interaction to continually revise and evaluates your needs and
goals according to your life changing circumstances. 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”. With my help, your financial plan will be
appropriate to the future you desire.
Top Skills

  • Health and Wealth
    Management
  • Risk Solutions
  • Wills and Estate Planning
Education

  • Moonstone – NQ5 Wealth
    Management
  • FPI (Financial Planning
    Institute) – Regulatory Exam for
    Representatives
Experience

  • Rockfin Wealth Management
    Business Consultant (2020 to present)
  • Capital Legacy Solutions
    Business Consultant (1 Year and 3 months)
  • Bonitas Medical Fund
    Business Consultant (1 Year and 5 Months)
  • Liberty
    Specialist Health Financial Advisor (4 years)
  • Capitec Bank
    Sales and Service Consultant (4 years)
Solutions

  • Wealth Management– Retirement & Investment Planning
  • Health Management– Medical Schemes and Gap Cover for
    Individuals and Corporate’s
  • Risk Management and Business Assurance
  • Wills and Estate Planning