Take Your First Step
Towards achieving financial wellbeing.
BETH WALLACE
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 HUTTON
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.
QUALIFICATIONS
National Certificate in Financial Planning | Associate Financial Planner™ (AFP™) | Certificate in Wealth Management
Member: Financial Planning Institute (FPI)
OUR APPROACH
We're here to enhance your financial wellbeing for a secure future.
EXPLORING YOU
CREATE CHOICES
CHOOSE
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.
Latest Blogs
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The relationships we cherish and celebrate
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Less scrolling, more strolling
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The Ballad of Golden Means
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The balance of heart and mind in financial contentment
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Why we may never have ‘enough’
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Don’t bank on it being the bank…
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Where habits and wealth intersect
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Finding playtime in your planning
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How do you express stress with your money?
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Your assets should fulfil your ‘why’
Testimonials
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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
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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
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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
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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
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