"An Investment In Knowledge Pays The Best Interest."

Benjamin Franklin

About Us

Rubin Wealth is a boutique advisory and wealth management practice providing financial solutions to a select client base. Personal relationships are the cornerstone of our business, we always want to know our clients and look after their needs first and foremost. We are fiercely independent and are not owned either directly or indirectly by any product provider whom we choose to associate with and provide solutions to our clients.

Our Team

Brett Rubin

Financial Advisor

Brett Rubin

Financial Advisor

Since 1991, Brett has built a flourishing practice of clients through total dedication and service excellence in the areas of personal and corporate financial planning. Brett holds a postgraduate diploma in financial planning and is a certified financial planner (CFP®).

Kelli-Ann Jones

Practice Manager / Para-Planner

Kelli-Ann Jones

Practice Manager / Para-Planner

Kelli-Ann is a wealth and investment professional with over 10 years' experience in the financial planning environment. Kelli-Ann holds a postgraduate diploma in financial planning and is a certified financial planner (CFP®).

Jo Botha

Senior Administrator

Jo Botha

Senior Administrator

Jo has extensive experience in client relationship management and administration within the financial services industry spanning over 25 years, her commitment and dedication to all tasks is unwavering.

Anthony Hall

Investment Consultant

Anthony Hall

Investment Consultant

Anthony is a key member of Rubin Wealth’s investment committee, he is a senior portfolio manager at Corion Capital where he heads up manager research. Anthony has over 20 years investment experience working in both local and multinational institutions. Qualified as a chartered accountant (CA(SA)) and a CFA charterholder, Anthony began his investment career in risk and quantitative analysis and later moved into portfolio management focusing on equity-centric funds.

Our Solutions

investment
Planning

Investment planning is the process of matching your financial goals and objectives with your financial resources and is a core component of a financial plan. Discretionary investment vehicles such as Unit Trust, Tax Free Savings Account and Endowment offer tax advantages and efficiencies.

Retirement
Planning

Retirement planning is the planning one does to be prepared for life after paid work ends, not just financially but in all aspects of life. A Retirement Annuity Fund is an investment vehicle to accumulate pre-retirement capital offering significant tax saving and estate planning advantages.

Risk
Planning

Risk planning would include having sufficient life assurance cover in the event of death, insurance against a temporary or permanent disability, or on diagnosis of a severe illness.

Corporate
Financial Planning

This would include business continuity (buy & sell, keyman, contingent liability insurance) and employee benefits such as group life, retirement funds and medical aid.

Articles

The Corion Report – June 2026

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The Corion Report – April 2026

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