Take Your First Step
Towards achieving financial wellbeing.
Beth has been working as a Financial Planner and Advisor since 1989, consistently enhancing and broadening her knowledge and experience to provide added value to her clients.
She spent the early years of her career as a Senior Financial Advisor with Old Mutual, where she honed her skills for a decade. This was followed by a two-year stint in Ireland as a Financial Advisor with Canada Life, a role that allowed her to serve her clients on an international scale.
In 2001, Beth founded her independent financial planning practice, Wallace-Rubidge Financial Services cc. The firm was established with the aim of providing both individuals and companies with comprehensive financial services. This includes the management of investments, estate planning, healthcare provisions, group schemes, and short-term insurance.
Ian started his career at a Boutique Wealth Management company in 2001, where he gained his experience in Wealth Management, Portfolio & Investment Management, Financial Advice & day to day running of a Wealth Management Business. It was a great satisfactory & learning curve where he then decided in 2013 to take his 11 years’ experience in the Financial Industry to help & support the Independent Advisor to build a successful & sustainable business, by joining Amity Wealth. He serves as Non-Executive Chairman, Director & Key Individual on various company boards and companies.
Qualifications: Certified Financial Planner ®, RE5 (Representative), RE1 (Key Individual), RE3 (Discretionary) FAIS Regulatory Exams. Bachelor of Commerce degree in Economics Money & Banking with International Marketing from the University PU for CHE, post graduate diploma in Financial Planning from the University of the Free State.
National Certificate in Financial Planning | Associate Financial Planner™ (AFP™) | Certificate in Wealth Management
Member: Financial Planning Institute (FPI)
We're here to enhance your financial wellbeing for a secure future.
REVIEW AND ENHANCE
Are you ready to take charge of your financial future?
At Wallace-Rubidge Financial Services, we understand that financial wellbeing is an essential foundation for a fulfilling and stress-free life. That's why our commitment to your financial wellbeing is rooted in a client-focused ethos. We place your interests first, provide professional services with integrity, and offer sound, impartial advice.
Custom-made solutions for you.
With years of experience and a deep understanding of the unique challenges faced by mature women and retired individuals, we are dedicated to providing personalised financial advice and strategies tailored to your specific needs. Our holistic approach focuses on maximising your financial potential, preserving your wealth, and ensuring a comfortable lifestyle for years to come.
Why Choose Wallace-Rubidge Financial Services?
Expert Guidance: Our seasoned knowledge and expertise empower you with the right information and strategies.
Personalised Approach: We recognise that every client is unique, and we take the time to understand your goals, concerns, and aspirations. Our customised solutions are designed exclusively for you.
Trust and Integrity: Upholding the highest standards of ethics and professionalism is part of our ethos. Your best interests always come first, and we maintain complete transparency throughout our partnership.
Comprehensive Services: From retirement planning and investment management to tax optimisation and estate planning, our wide range of services covers all aspects of your financial journey.
Peace of Mind: By partnering with Wallace-Rubidge Financial Services, you can relax knowing that you have a trusted advisor by your side, helping you navigate complex financial decisions and keeping you on track towards a secure future.
Don't let financial uncertainty hold you back from living your best life.
Contact us today to schedule a consultation and take the first step towards achieving financial freedom and security. We look forward to being part of your journey towards financial wellbeing.
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.
Chief Accountant - Clothing at Pick 'n Pay