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 KAREN VAN ROOYEN Comments I Send to a friend I Print
 
 Karen Van Rooyen
Firm Absolut Wealth Management
Suburb Benmore | Map
Address 2nd Floor, Benmore Gardens Shopping Centre, Cnr Benmore Rd & Grayston Drive, Benmore, 2010
FSP License  FSP Licence
Languages English or Afrikaans (in order of proficiency)
Email
Tel 0860 999 925
Cel 0825542131
Fax 011 784 1390
Website www.absolutwm.co.za
Qualifications

I hold a B Com (Honours) Degree in Business Economics and Finance from the University of Witwatersrand. I have also completed my Post Graduate Diploma in Financial Planning from the University of the Freestate.



 
>Services
Financial Advisors Fields of Specialization: Investments & Retirement Planning
 
Services Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Offshore Investments
Group Schemes
 

Other Services:

Wills / Estate Planning / Tax
Experience

For the past few years I have been working for Cidel Bank and Trust as a Wealth Manager specializing in Offshore Investments for high net worth individuals.

In February 2013 I joined a Financial Planning practice - Absolut Wealth Management in the capacity as an Independent Financial Advisor. Absolut Wealth Management was founded in the new regulatory environment of the FAIS and FICA Act’s, allowing it to be positioned using best practices and new financial thinking in the industry.

About Firm

My value proposition to my clients is to empower them to make wise financial decisions and to understand their vision for their lives and help facilitate the materialization of that Vision.

I do this by playing three key roles:

  1. As a Partner where I need to understand your life journey and your dreams and objectives.
  2. As a Guide where I will use my financial expertise and in-depth knowledge of my clients to develop and individualize a financial life plan.
  3. I act as an educator or financial tutor to explain financial products or concepts in plain English.

I personally own the investments and products that I recommend or advise my clients to own.

I am an independent Financial Planner meaning that I am not employed or tied to any specific financial institution. This allows me to create solutions that will best meet my client’s needs. Please visit our Website www.abolutwm.co.za

Companies Represented  Financial Institutions South Africa
Business Practices
Minimum Levels of Premium/Investment accepted Lump Sum: R
Recurring monthly: R
Financial Advisor Fees   Remuneration
Legal structure of employer
Number of staff in Financial Advisor organisation 3 - 5
Professional indemnity Insurance  Indemnity insurance Insurance: no 
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