The journey begins here
ABOUT US
Charting your way to financial wellbeing.
BETH WALLACE
FINANCIAL PLANNER
Beth Wallace has a vast knowledge of financial planning, having been a Financial Planner/Advisor since 1989. Beth was a Senior Financial Advisor with Old Mutual for 10 years after which she was a Financial Advisor with Canada Life in Ireland for two years. She established her independent financial planning practice, Wallace-Rubidge Financial Services cc in 2001 to provide individuals and companies with holistic financial services which include investments, estate planning, healthcare, group schemes and short term insurance.
DIANNE CRAYTHORNE
PERSONAL ASSISTANT
Dianne is an accomplished Personal Assistant and Operations Manager receptive to client needs. She commenced employment at Southern Life, an insurance company, and moved into the pharmaceutical environment. She joined Wallace Rubidge Financial Services in October 2017.
BETH'S QUALIFICATIONS
National Certificate in Financial Planning | Associate Financial Planner™ (AFP™) | Certificate in Wealth Management
Member: Financial Planning Institute (FPI)
OUR APPROACH
Our Ethos
- Place clients’ interests first;
- Provide professional services objectively and with integrity;
- Be fair and reasonable in all professional relationships;
- Demonstrate exemplary professional conduct;
- Regularly update our skills and knowledge;
- Protect client confidentiality;
- Remain independent of any Product Provider;
- Utilize resources;
- Offer sound, impartial advice;
- Summarise a situation and explain recommendations simply and concisely;
- Generate custom-made solutions, based on clients’ particular circumstances;
- Provide regular reviews.
Our Process
- Establish and define our business relationship;
- Gather data and identify your goals;
- Analyze and evaluate your financial situation;
- Develop and present our recommendations;
- Implement recommendations; and
- Monitor your long term progress;
Latest Blogs
-
Pre-Lockdown vs Post-Lockdown Spending Trends
-
Why we need losers in our portfolio
-
ETF not EFF
-
Stay abreast of your healthcare cover
-
Markets don’t make you money
-
Why hobbies help
-
The impact of the economy on small businesses
-
What did you do with your first paycheck?
-
Crack the ice ahead of you
-
Start marketing yourself
Testimonials
-
I have been involved with Beth for over fifteen years and have always found her to be thoroughly professional. The retirement, life assurance and investment advice I have received from Beth has been sound and of good quality with never a hint of bias or self interest. If Beth is not sure of something she will go the extra mile to find the correct answer or solution. Beth has a wonderful personality and manner with a good sense of humour thrown in and I can highly recommend her services.
Martin Barry
Chief Accountant - Clothing at Pick 'n Pay -
I have worked with Beth for many years in my capacity as HR Manager at Carrol Boyes. The company employed the services of Beth Wallace in managing the Group's medical aid and provident fund. She always delivered superior service to both our company and employees. Her high ethics and interpersonal skills has made her the service provider of choice. I also used the services of Beth Wallace in my personal capacity for insurance and estate planning. I would recommend Beth Wallace as a Financial advisor to anyone who is looking for someone with exceptional levels of service and high ethics.
Aliwiya McMinn
Kalahari Kind (Pty) Ltd - Owner
-
Beth Wallace has been an integral part of our business and personal insurance for a number of years. Her advice and the manner in which she conducts herself is one of absolute professionalism. She really understands our business, and is quick to advise us of what is best for the business and our personal lives. With this attitude and understanding she has not only saved us money, but ensured that our investments have grown and that our risk is covered. We trust Beth’s judgement, and, together constantly re-look at the best options that suit our ever changing needs. I can honestly say that ever since Beth has become an extension of our lives and our business, I can now focus on living and building the business, instead of worrying about insurance and Provident Funds and all the paperwork that goes with it. We are certainly proud and fortunate to have Beth as part of our Team.
John Whitelaw
Deli Spices Cape (Pty) Ltd Managing Director -
I have had nothing but efficient and highly professional dealings with Beth Wallace and Wallace-Rubidge. Her concern and careful tending of her customers' needs is an example of how it can be done.
Tony Jackman
-
Over the years Beth has managed my financial portfolio professionally and with integrity. Most importantly she always considers my short-term as well as my long-term financial needs.
Sharon Slater
-
I have been dealing with Beth for more than 10 years. She is the most perfectionistic person I know and that is why for me she is the perfect person to handle all my affairs. I trust her completely and she has such a broad knowledge of all the available products on the market that she can help me to make the best decisions for me and my family. I not only use her for my personal wellbeing, but also for my business where she look after the staffs wellbeing as well. If any other agent try to sell me anything – I just say “NO THANK YOU – I HAVE BETH WALLACE!
Elsabe Hoal
Garner Wafers and Confectioners MD
-
CONTACT US
