Meet Hilary Schroder

Building your wealth isn’t easy. It’s an immense personal achievement that takes time, perseverance and sacrifice. It’s only appropriate that I truly get to know you. I ask the right questions and dig deep when it comes to understanding what your financial needs are , and what wealth means to you and where you want to take it in the future.

 

Whether you are about to retire , are an entrepreneur looking for security or an executive planning for your future, I will design a bespoke financial plan, specially tailored for you, that gives you peace of mind and ultimately the freedom to explore what your wealth allows you to do and be.

 

Throughout our journey , we will meet face to face on a regular basis and continue to revise and assess your needs and ensure that your financial plan adapts to your changing circumstances. I am not a passive financial planner who waits for problems to be solved, rather, I actively identify, pursue and recommend adjustments that enable your portfolio to constantly adapt to the changing world.

 

My personal, proactive and comprehensive method of managing your wealth, means that I can implement a financial plan that is

robust, flexible and appropriate for your future. I will work with your other trusted advisors, such as your accountant and/or attorney to ensure a holistic multidisciplinary solution.

Top Skills

  • Retirement Planning
  • Portfolio Performance Analysis
  • Strategic Financial Planning
Solutions

  • Wealth creation, management and preservation
  • Bespoke Financial planning
  • Retirement planning
  • Risk management
  • Offshore investments
  • Estate planning
  • Business assurance
Education

  • UCT Graduate School of Business
    Financial Services Marketing
  • FSB
    RE5 Certificate
  • FPI
    Registered Financial Planner – RFP
  • Inseta
    NQF5 Wealth Management
Experience

  • Rockfin Wealth Management: Wealth Management Advisor (September 2018 – Present )
  • Regal: Wealth Planner (11 years)
  • Standard Bank Group: Investment Advisor – Private Banking (4 years 1 month)
  • Franklin Templeton Investments: Marketing and Business Development Manager (2 years 1 month)
  • Old Mutual Investment Group: Instutional Marketing Manager (Africa) and Brand Manager (1 year 4 months)
  • PSG Asset Management: Head of Sales and Marketing (2 years 4 months)
  • Coronation Fund Managers: Retail Business Development (2 years 5 months)