Romeo has 15 years’ experience in the financial services and trust industry that has enabled him to develop a proven strategy. Advice first, backed up with appropriate risk and investment solutions, tailored to each client’s personal circumstances because each client’s needs are unique, Romeo has worked very hard to tailor each portfolio to meet those needs. Capital preservation and growth is the number one goal. Romeo’s clients are typically family trusts, high net worth individuals, charitable organizations and other entities. As an authorized financial adviser, Romeo can offer the following services:
- Estate Planning
- Local & Offshore Pension Advise
- Retirement Planning
- Tailored Investment Portfolios
- Tax Efficient Investment Solutions
- Wealth Creation
Romeo has consistently been a top performer and achieved production and quality awards consistently over the last 15 years as an advisor. One of his employment highlights was being appointed as the head of Risk, a role which required that he build a profitable risk management team which he successfully achieved.
Favourite Quote: “It always seems impossible until its done” – Nelson Mandela
Hobbies: Gym, Formula 1, Hockey & Traveling.
What Romeo’s Clients Say
“Mr Stefanutti has been my financial adviser since 2016 & has conducted himself with integrity and has been prompt and efficient in his responses to my needs as a client. I am very happy with his services” – Dr Shermain Mannah-Targett.
+27 39 312 0421
LinkedIn Profile: Romeo Stefanutti