"Your time is limited, so don’t waste it living someone else’s life."

Steve Jobs

TIM ROSS

Expert Financial Advisor | Let's Do This Together

073 242 5582

Certified Financial Planner®

There are some questions that Google can't answer. But more importantly - there are some things that Google can't ask you! With the increasing automation around us, you need to choose to have people in your life with whom you can build relationships of trust and can help you ask the right questions about your future.

With over 15 years experience - building, preserving and empowering wealth - I bring extensive value and knowledge from the industry to provide you with sound ethical advice. You can contact me for retirement planning, estate planning, medical cover and investing. As a financial advisor - this is what I'm good at. It's not about what financial products you choose, or what investment vehicles you select; it's about why you make those choices, and knowing exactly what choices may serve you and your family best.

I firmly believe that regular goal reviews are essential maintaining focus and staying flexible inside of your plan. Ultimately - I am committed to growing with you on your journey.

Let's ask powerful questions together and create unique solutions that will craft your legacy.

LATEST BLOGS

Updated every week to keep you informed

“Every risk is worth taking as long as it’s for a good cause, and contributes to a good life.”

Richard Branson

YOUR FINANCES

Helping you choose the right products to create a portfolio that will fit the life you want to plan

"Most people don't plan to fail, they fail to plan."

John L Beckley

TESTIMONIALS

Hear it from my clients

I engaged with Mr Ross around March 2017 when I was seeking advice on my retirement. My company Media24 informed me last January that as I would be 66 years old in January 2018 they would not be offering me a new contract. The company offered me a watered down freelance deal which I rejected.

Instead, I opted to retire. Mr Ross was a big help in this major decision. It was a life changing decision and I was concerned about retiring. But Mr Ross assured me that he would be there for me and help me make the right financial choice. What I like about him is the personal touch and his professionalism. He has gone the extra mile by always coming to my home to discuss my financial affairs.

Just to underline the confidence I have in Mr Ross I decided he was the right person handle my pension fund. I therefore moved my pension fund from FNB to Liberty for him to manage it. I have also invested, on Mr Ross’ advice, a fairly significant amount in a Stanlib investment account which he manages on my behalf.

In conclusion, I would recommend Mr Ross to my friends and associates.

William Cooper

I have been using Tim’s advisory and insurance services for many years and I find him extremely efficient and responsive to my needs. I would recommend him to anyone and in fact do!  

Daryl van Arkel

CEO - Vicinity Media

I have the pleasure of having worked with Tim Ross as my personal financial advisor. He is a patient person and always willing to answer any questions you might have. I have worked with Tim for over 4 years and it has been great. He is knowledgeable and knows how to advise a client well – weighing the pro’s and con’s on investments that a person wants to make.


When a family member or a friend is looking for sound advice in terms of their financials or future wealth building, I recommend Tim because I know his work ethic and his dedication to serving his clients. Overall I happy with having Tim as my financial advisor and would recommend him to any client wishing to building a strong working relationship with a person that has the heart of a teacher and patience with his clients.

Georgina S. Mononela

"Innovation distinguishes between a leader and a follower."

Steve Jobs

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