Your CoDA: Steve van Rooyen

 

Steve van Rooyen

Area: Gauteng

Tel: +27 (0)12 346 9645
Fax: +27 086 630 6287
Cell: +27 (0)83 326 2709
Email: svanrooyen@oldmutualpfa.com



Steve van Rooyen & Span – Old Mutual PFA

It’s a tough task to find an excellent financial adviser these days – especially if you need that exceptional person who’s dedicated to understanding you and your unique financial needs. CoDA Advisers are in a league of their own, and they are absolutely dedicated to make a difference to people’s lives. One such CoDA adviser is Steve van Rooyen.

After 32 years in the financial services industry with Old Mutual, Steve decided to take his practice and service to the next level by obtaining his Post-Graduate Diploma in Financial Planning qualification. 

WAARDEVERKLARING

Ons groep professionele adviseurs bied ‘n volledige finansiële beplanning vir die kliënte wat ‘n vol lewe lei en ernstig is oor gesonde finansiële advies en wat hulle nalatenskap in ag neem.
Ons fokus spesifiek op die neergelegte beplanningsproses waar elke kliënt op sy lewensreis is deur finansiële doelwitte te identifiseer met in-agneming van familie, belasting-effektiwiteit, gesondheid; nalatenskap aan geliefdes.

Deursigtigheid van die proses verseker kliënte se gemoedsrus. Alle persoonlike inligting van die kliënt word vertroulik verwerk in ‘n gedokumenteerde padkaart vir sy reis vorentoe. 

Die hersieningsproses is ons absolute passievolle gebeurtenis, veral met die spesifieke doelgerigtheid waarmee dit uitgevoer word. Langtermyn-finansiële doelwitte word verseker, juis oor die beplande aanvanklike strategiebeplanning.

________________________________________________

Steve van Rooyen Praktyknuus

Baie geluk aan Steve van Rooyen met sy prestasie in 2019 in Ou Mutual PFA. Steve en Franci gaan buiteland toe as erkening vir hierdie uitsonderlike prestasie.


Ons wil ons kliente bedank vir hulle bydrae tot ons sukses in 2019. Ons sien saam met ons kliënte baie uit na ‘n geseënde 2020 en al die groot dinge wat die jaar inhou.

Vriendelike Groete

Personeel van Steve van Rooyen praktyk

Contact us today: 
Office: +27 (0)12 346 9645
Office Cell: +27 (0)82 659 3331 or Steve
+27 (0)83 326 2709
email: svanrooyen@oldmutualpfa.com


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With the right financial advice, the possibilities are indeed infinite.