ABOUT US
Client Centricity Financial
Planning is our business.
377 ROA Capital is a registered financial services provider, FSP 46168 that provides
employees benefits, rick cover nd tailored investments. The company was established in 2015
and is 100% Black ownered.
Our objective is to provide simple solutions to our clients and deliver world class services.
We provide our clients with independent financial advice, products, services and execution.
Our goal is to help client create, protect wealth, Portfolio balancing, life coach and tax planning.
OUR OBJECTIVES
Our objective is to provide simple solutions to our clients and deliver world class services.
We provide our clients with independent financial advice, products, services and execution.
377 ROA CAPITAL VISION
To be The BEST independent provider of financial planning services; implementing Six steps of financial
planning.
377 ROA CAPITAL STRATEGY
> Know the client
> Establish client's needs
> Identify gaps
> Provide independent advice
> Create wealth
> Retain clients for life
OUR MISSION
Building a Sustainable Future
To help our clients to create, protect wealth, balance investment portfolios, life coach and tax planning.
Our business is wealth creation for our clients and protection of clients' legacy.
