I am Sheila-Ann Robey, a Certified Financial Planner and practicing Attorney, driven by the calling to change the way people feel about money. I don’t just offer advice, I help people reclaim control, heal their financial fears, and step into a life where money becomes a tool for freedom, confidence, and love.
My work is rooted in authentic connection. I meet clients where they are, emotionally and practically, and guide them toward clarity, security, and a future they can trust. The impact reaches far beyond finances, it changes lives, relationships, and the way people show up in the world.
My professional motto is: “Where your heart goes, your money follows!
Connect with me
What PEOPLE are saying about SHEILA-ANN
Unmatched dedication
Her knowledge and skill are impeccable and unmatched. Sheila treats her clients across the board with kindness, compassion and provides her advice with dedication.
Manti Silase
Program Coordinator
Future is sorted
She is truly committed to helping a person, with a great eye for detail and gives the honest truth on what will help you with your future finances.
Zijhaat Coenraad
Branch Manager
Quick response time
I must say that ever since Sheila took over my account, I have never had problems for getting clarity and understanding on queries. It’s a blessing to have her as my advisor.
Muhle Mngomezulu
CEO
Services
Fuel growth. One insightful decision at a time.
Financial Planning
Financial Advisory
Retirement Planning
Life & Health Insurance
Professional Indemnity Law
Legal Consulting
Public Speaking
Estate Planning
Consultation
Ready to transform your life?
Schedule your free consultation and begin to make your money troubles a thing of the past while we focus on your present and future wealth.
MEDIA INTERVIEWS
Success Synergy: Bridging passion and purpose through finance
This snippet from The Morning Show ETV eNCA showcases my heart for merging passion with purpose for peak performance within your financial setting. Hear tips on how to navigate your debt and get into better financial shape! Experience success synergy and see the potential ahead for your financial future.
FAQs
What is a financial advisor, and why do I need one?
A financial advisor is a professional who helps individuals and businesses manage their finances, investments, and overall financial well-being. I’ll help you navigate complex financial decisions, plan for the future, and optimise your financial situation.
How do I plan for retirement?
Retirement planning involves setting specific financial goals, estimating future expenses, and developing a savings strategy. I’ll help you create a personalised retirement plan that considers factors like inflation, investment returns, and tax.
What is the importance of having an emergency fund?
An emergency fund provides a financial safety net for unexpected expenses, job loss, or medical emergencies. After an assessment I’ll recommend maintaining three to six months’ worth of living expenses in a liquid and easily accessible account.
How do I determine my risk tolerance?
Risk tolerance is influenced by factors like your financial goals, time horizon, and comfort level with market fluctuations. A thorough risk assessment conversation with me will help determine an appropriate risk tolerance for your investment strategy.
How can I plan for my children’s education expenses?
I will help you create a savings plan, explore education-specific accounts, and consider investment strategies that align with your goals and time horizon.
What is the significance of diversification in an investment portfolio?
Diversification involves spreading investments across different asset classes to reduce risk. A well-diversified portfolio can help mitigate the impact of poor-performing assets and enhance overall portfolio stability.
How often should I review my investment portfolio?
Regular portfolio reviews are essential. However, the frequency may vary based on your financial goals and market conditions. We’ll discuss a review schedule typically ranging from quarterly to annually.
SHEILA-ANN ROBEY 