Rory Phillips, independent financial planner

About

The clear explanations I could not find, so I started writing them.

I understand investors whose lives cross borders, because mine has for most of my adult life: Mexico, Canada, Malaysia, the UK and across Europe. Building a life in someone else’s country, banking in currencies that aren’t your own, planning a future that spans borders: none of it is theory to me.

My background is in science and engineering, with research and development at its core: a career that ran through the oil and gas industry and working as a specialist tax consultant before financial planning. That’s an analytical mind trained to model complex systems and follow the evidence, and it’s the same discipline I bring to explaining how portfolios and cross-border structures actually work.

Join 6,000+ followers on LinkedIn →

Key facts about Rory Phillips Wealth →

Why I work this way

I came into this industry from the outside, and built against what I saw.

I moved into financial services in 2025, from a career spent analysing how complex systems really work, not from a sales floor. Seen with fresh eyes, too much of the industry is built to serve the adviser: hidden commissions, products you can’t leave, advice you can’t independently check.

So I built the opposite: independent, in plain English, and with the working shown so you can check it yourself. I’m building a practice in Cape Town for international investors worldwide, with conversations held by video across time zones. I’m relocating there, which anchors the South African side of what I do.

What I hold myself to

Independent

No product quotas and no house funds. The guides explain how things work, and what is right for you is a question for a qualified professional.

Transparent

Nothing on this site is for sale, and the call carries no obligation. If you’ve been burned by “free” advice before, you already know why this matters.

Honest about fit

If you need personal advice, I’ll say so on the call and point you to the kind of qualified professional who can give it.

Let’s talk it through: the call costs nothing.

Thirty minutes, straight into my calendar with automatic confirmation.

Book a 30-Minute Call