WHY ROXBURGH TRUST?
OVER 160 YEARS OF COMBINED FINANCIAL PLANNING EXPERIENCE
As the Directors of Roxburgh Trust, we have more than 160 years of combined financial planning experience, economic knowledge and business expertise to add to the reliable, consistent and focused platform it offers to clients. Our investment team of seven financial planners is supported by 15 meticulous administrative staff that ensure that all client needs are efficiently taken care of.
At Roxburgh Trust, we place a high premium on our core values of integrity, honesty and fairness, guided at all times by the code of ethics of the Financial Planning Institute (FPI), The Financial Advisory and Intermediary Services Act (FAIS) and all other prevailing legislation.
Our financial planning practice focuses on the analysis, planning, recommendation and implementation of informed financial decisions to help our clients achieve their goals.
We combine advice and education to empower our clients, and we continuously analyse new products and systems to offer the best possible financial planning solutions for our clients.
We acknowledge that life happens, and we engage with our clients frequently to ensure that we are serving their best interests at all times.