A good reputation is measured by how much you can improve the lives of others
What our clients have to say
"My family's well-being is the most important aspect in my life. If something should go wrong, I need to know my family's financial future is well secured. Based on the business and personal relationship I have with Rowan Raath, there is no doubt in my mind that I have the best financial planner securing my family's financial future. There are two elements of customer service which are of major importance and these are reliability and integrity. Rowan Raath is the epitome of these attributes. As a customer, I would refer him to anyone who is requiring the service of a financial planner or requiring advice regarding financial issues."
Craig King, Logistics Manager"Dealing with Rowan I've experienced excellent client service, ongoing contact throughout the year, prompt annual meeting reminders, regular updates on current investment trends and changes in the market as well as prompt feedback designed to give you the best advice with regards to your investments"
Goodness Luphoko, Senior Manager - Audit"My financial planning had been put on hold for a rather long time and I was finally introduced to Rowan at just the right time. I immediately knew from the beginning when I first met Rowan that I was talking to someone who cared about my financial well being for now and the future. Since I am hard of hearing, communicating over the phone is a difficulty but despite this, not once did I ever feel like I had to phone someone throughout the whole process. All arrangements were made using SMS or e-mail which are my primary means of communication. The entire process was hassle free. And the buck did not stop there. Rowan follows up with me whenever he can and ensures that a good relationship is maintained. He may be your financial adviser but he will also be your friend."
Ryan Brunette, Senior Accountant"I placed my assurance portfolio with Rowan 4 years ago, I have found Rowan to be an extremely professional and dedicated individual who takes a personal interest in his clients well being . I have enjoyed the many discussions with Rowan and feel confident that he has undertaken the necessary research to provide me and my family with solutions and guidance that meet our unique requirements, he certainly does go the extra mile to ensure that he has a happy customer at the end of the day. I have recommended Rowan to a number of my fellow colleagues and friends and have received the same feedback regarding his professionalism, interpersonal skills, industry knowledge and his ability to service their unique requirements. Thank you Rowan for the fantastic service, I look forward to many dealings going forward."
Mark Schech, Executive Manager: Financial Services"Rowan Raath has been my financial consultant for the past few years. He knows and understands my financial situation and has always ensured that my financial portfolio meets my long term and current needs. He has also ensured that I don't have cover that is not beneficial to me (like too much life cover). As a single mother, my goal has always been to be able to provide for myself when I retire. Thanks to Rowan, I have been able to consolidate my financial affairs into a portfolio that will ensure that I am able to do this. Rowan's knowledge of and interest in the investment market has enabled my investment portfolio to grow in value at a steady pace, which is in line with my risk profile. Rowan keeps in regular contact with me via email, sms, weekly and monthly newsletters and will often send me articles of interest. Rowan always comes to our annual reviews well prepared, with suggestions as to how I can improve my financial situation. I know that Rowan has won many prestigious awards at Liberty and I can assure you that they are well deserved!"
Lee Klette, Business Analyst"Rowan Raath has been my financial advisor since 2006. He has helped me put a plan together that suites my future expectations. My financial future was something I always thought would somehow take care of itself. I then realized that it is up to me to make the right choices today so that today's comfort is not threatened by tomorrow's uncertainty. Since working with Rowan I feel more comfortable with my plans for the future and I find it comforting that I have a second opinion to always guide my choices in the right direction."
Tanya Cesare CA(SA), Manager - Learning & Development"Rowan helped me to understand the importance of planning for the future and I have always felt confident that the advice received was in my best interests. His work has been thorough, his dealings professional and he does not hesitate to go the extra mile. I have recommended and will keep on recommending his services to friends, family and colleagues."
Lauren Meyer, Project Manager"My previous experiences with brokers and financial advisor's have not been great. I had a "financial advisor", but I saw her when she wrote the policy with me and never again in 5 years! In Rowan's case, it is quite different. The updates we receive and the phone calls and mails are a pleasure. Rowan's commitment to his clients is refreshing and I would recommend him to anyone that is looking for an active partner in their financial matters."
Minize Victor, Marketing Consultant"I have known Rowan Raath for just over a year now, and in that time he has taken over all my finances, investments and policies as well as structured my will. He has proved to be invaluable and extremely trustworthy with all his advice and offerings. It gives me great peace of mind knowing that Rowan is ensuring that I am always kept abreast of the happenings in the market and that my family and I are always fully covered and protected in the event of a death or illness. I have no doubt that Rowan could do the same for you."
Rhys Foster, Managing Director, Global Pool products"I found dealing with Rowan an absolute pleasure!
For most of us, the uninitiated, financial planning is not only the most complex area of our personal dealings but also the most emotional and sometimes our emotions and short term wants trump our rational long term thinking when it comes to financial planning.
Rowan is very thorough in his approach, reliable and well informed with respect to developments in the industry.
I would have no hesitation in recommending him to anyone."
"Rowan, I just have to say, you are super jacked...! It's a pleasure dealing with you and I honestly don't think I've ever had better service. Thanks!"
Aidan Oosthysen CA (SA), Senior Accountant"Rowan has proven to be highly professional, available and engaging. I have been very grateful to have him around through all sorts of financial seasons!"
Tracey Cumming, Environmental Economist"Rowan is a perfect example of the most efficient, professional and dedicated Financial Advisor! Apart from providing sound financial advice, he also provides excellent after-service to his clients, which is only one of the factors that differentiates him from other Financial Advisors. He probably has the best knowledge of products, services and systems that I've ever encountered in over a decade of working in the industry. This includes more complex aspects of Financial Planning such as: tax; estate planning; investment; retirement and post-retirement planning. He is also always willing to share his knowledge and expertise with other Financial Advisors. He is an expert in doing a comprehensive Financial Analysis for his clients and continuously receives new referrals from his existing clients. Rowan's active approach to Client Value Management aims to establish a financial planning practice that focuses on the attraction and retention of high net worth clients. As part of his dedication to building a Lifetime Relationship with his clients, Rowan maintains communication with clients through an informative monthly newsletter, website, e-mails & periodic phone calls. Rowan is also currently the number one Financial Adviser in his division in Liberty Life and for all the reasons mentioned above he also truly deserves winning the Liberty Life Financial Planner of the Year - 2008 Award! Well done, Rowan!"
Alta Joubert - Manager, Liberty Life"If there is one piece of advice I can give to anyone in need of financial guidance it would be to get Rowan Raath on your side. In just over two years Rowan has transformed our financial portfolio from a haphazard assortment of various policies and insurance deals into a single consolidated portfolio with his guidance and advice having a profound impact on the way we spend, allocate and save our money. He has either set up or improved structures to ensure we save for our sons education effectively, put away sufficient funds wisely for retirement, structured our will professionally and given us the perfect tailor-made life insurance option that fits our lifestyle. His commitment in assisting us is outstanding and his financial advice and guidance is surely the wisest out there. He certainly deserves the accolades received from Liberty Life as one of the most outstanding financial planners out there. We really appreciate all the advice he has given to us which he has actioned even more professionally and efficiently."
Andrew & Liz de Klerk, Geologists