Roberta Rossouw

Roberta has a dedicated passion for people unique holistic approach to every client’s financial needs. Combining this
with current solutions provided by the industry, she appropriately addresses a myriad of diverse needs, requirements
and expectations. With this said, her approach is solutions-driven rather than product-driven, as is commonly seen in the
industry. This gives clients the advantage of knowing that their risk and investment strategies are in line with the latest
financial structures.
Utilising the knowledge and experience gained during the past 29 years, Roberta has successfully managed her
independent practice for 26 years and merged with Efficient Wealth, 1st of October 2020.
Her top five values (Futuristic, Activator, Belief, Responsibility and Strategic) and her passion for people make her an
excellent Financial Planner and definitely someone you can talk to in helping you with your planning.
Her mission is to use her knowledge to provide you with solutions to achieve your financial goals.