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Here's the deal: You may read the information on the site for free and ask questions. As and when I have the time I'll answer the questions on the website and add new articles. Please do not consider it to be advice - the only free investment advice is to apply your own mind. If you are worried about your investments, I am willing to have a look and improve it. If you are destitute I will try to help free of charge (but you join at the back of the queue). If you are not destitute then email me and we can agree a lower fee (percentage terms, repeating monthly, is fine) than you are currently charged. I have limited time available, and will prioritise the work accordingly, so please be patient. Email me at detailing the situation for which you'd like advice. Rob Baker

Rob Baker

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Rob has 23 years of experience working in the investment and financial services sector of South Africa, including 15 years as an investment actuary. He enjoyed extensive stints at Sanlam and Old Mutual, where he headed the team responsible for giving investment advice to the life company, and was national principle consultant for annuities.  He has a BSC Hons degree in Actuarial Science & Mathematical Statistics from UCT, and was admitted as a Fellow of the Actuarial Society of South Africa.   Rob specialises in the provision of independent investment advice. On the academic front, he has lectured to  students at the University of Cape Town on:

He has been involved in the reviewing of coursework for Actuarial Science Investment Fellowship students, in particular on the South African Equity Markets & Personal Investments.

"Shortly after joining Old Mutual in Sep 2007, I was appointed as Head of their Mandate Management team, which was responsible for providing investment advice on some R200bn of OMLACSA's assets, including setting strategic allocations and manager selection. I sat on the Equity Boutique Investment Committee, Local Alternatives Investment Committee, Global Alternatives Investment Committee, Policyholder Investment Committee, Financial Sector Charter Committee, was a trustee on the Housing Impact Fund, an alternate director of the Triangle India Fund, and headed up the Product Mandate Committee."

Over the period from 1994 to 2007, Rob served in numerous roles at Sanlam, in Bellville. At Sanlam Employee Benefits he was product owner and product developer of the pre-retirement smoothed bonus products, multi-managed products and post-retirement annuities.

picture of Rob Baker with his niece

Rob is the owner of

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