Ours are relationships that provide security for life.
We focus on developing an investment and risk solution that is in line with each individual’s own personal life goals.
BR Wealth boasts a substantial and highly-regarded national client base, both for individuals and corporates.
We offer each client careful planning, accurate and in-depth portfolio analyses and the best possible protection for the future.
Ours are relationships that provide security for life.
We focus on developing an investment and risk solution that is in line with each individual’s own personal life goals.
BR Wealth boasts a substantial and highly-regarded national client base, both for individuals and corporates.
We offer each client careful planning, accurate and in-depth portfolio analyses and the best possible protection for the future.
The business was established in 1982 by Bill Roberts and is headed by Kyle Warr, a Certified Financial Planner.
BR Wealth is an influential financial planning business and independent financial advisory firm.
As a firm we have received many awards over the years, including being a finalist for the prestigious Best Practice in South Africa.
01.
Long-Term RelationshipsWe build long-term, meaningful relationships with our clients and their families which, over time, gives us a clear understanding of their goals, needs and financial objectives. This, in turn, allows us to tailor-make their portfolios to consistently match their stated objectives.
02.
Holistic AdviceThe complexities and challenges that each of our clients are faced with during their life phases are fully understood in order to provide comprehensive wealth and risk management advice and solutions.
03.
Knowledge Meets InnovationOur holistic client understanding means that, over the past 40 years, we have developed our own technology, together with some of the most advanced financial tools available on the market.
We Are Independent, and Believe This Is Our Competitive Advantage
BR Wealth is an independent, holistic wealth management advisory practice with a professional reputation; gained through our depth of experience in ensuring financial security for both corporate and individuals in diverse areas of financial planning. The business was established in 1982 by Bill Roberts and is headed by Kyle Warr who is a Certified Financial Planner.
Our Leadership Team
Our Leadership team is assisted by a team of ten, who have carefully been selected for their merits which include competence, dedication and the utmost professionalism in every sphere.
Kyle Warr
Managing Director and Key Individual
Kyle was born and schooled in Pietermaritzburg. He attended UKZN in Pietermaritzburg and qualified with a BCom degree and a post-graduate diploma, majoring in Accountancy. He qualified as a Chartered Accountant, having completed his articles with Deloitte. After qualifying, he spent two-and-a-half years in the Cayman Islands with Deloitte, working primarily in the hedge funds space.
Kyle wrote and passed the Level 1 Chartered Financial Analyst exam in 2016, has a post-graduate diploma in Financial Planning and has passed the Financial Planning Institute’s Professional Competency Exam. Kyle is a Certified Financial Planner®.
Hendri Vorster
Representative and Key Individual
Hendri was born in Pretoria and schooled in Pietermaritzburg. He attended the North West University in Potchefstroom where he obtained his BCom and honors degree’s in accounting. Hendri completed his articles at Colenbrander Incorporated in Hilton with exposure to large manufacturing companies, corporate restructurings, and special projects.
Hendri qualified and registered as a Chartered Accountant in 2022 and is a Certified Financial Planner ®
Andre Fourie
Representative
Andre was born in Pietermaritzburg and matriculated from Grace College in Hilton. He attended Varsity College where he obtained his BCom in Financial Management and has also completed a post-graduate diploma in Financial Planning. Andre is a Certified Financial Planner®.
Our Founder
Bill Roberts
Founder
Bill Roberts founded Bill Roberts Wealth and Risk Management in 1982, with his first office at 280 Loop Street in Pietermaritzburg. He eventually outgrew the iconic Victorian, red brick office and relocated to the current office at the beautiful Victoria Country Club Estate. Bill obtained his Certified Financial Planning post-graduate certificate, a highly important qualification which is widely recognised as the gold standard for financial planning professionals.
Bill brought a high level of professionalism and expertise to the industry and built a reputation of honesty, integrity and trust amongst his peers and most importantly with his clients. Bill was the initial driving force and innovator in the business, and slowly started his exit plan in 2019, finally stepping out of the business early in 2025 to pursue his own interests.
Associates
In addition to our financial planning services, we use the services of experts who are suitably qualified in law and taxation. We draw extensively on our partners’ expertise and skills in all the various areas of financial planning and investments, both locally and offshore. These partners are amongst the most well-respected and prestigious investment houses in South Africa and abroad, and whilst we are proudly independent financial planners, some of the finance houses we are associated with are as follows:
