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;

Testimonials