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.

FINANCIAL PLANNING SPECIALISTS


OUR MISSION

 

At Roxburgh Trust, our mission is to improve and protect our clients' financial standing, growing their wealth and financial stability by offering attentive, personalized financial planning services.

The financial services industry is extremely complex and is best navigated by experienced experts who know how to chart its unpredictable waters. 

Individuals and businesses requiring financial, risk and investment management guidance should choose financial advisors who can show (and not just say) that they know what they're doing through the success of their own portfolios.