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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

Certified Financial Planner TM

Post Graduate Diploma in Financial Planning

B Com (Honors) Degree in Business Economics

Member of the Financial Planning Institute of South Africa.



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

Other Services:

Wills / Estate Planning / Tax
Latest News & Views

THE ABSOLUT PROMISE to our clients

We promise to honor the trust that you have placed in us, by       treating you fairly, and engaging you in a transparent and professional manner.

We promise to offer you quality advice that at all times that is in your best interest.

We promise to keep our business model aligned with our clients interests, so that we can share a long and mutually beneficial partnership.

We promise to always offer you maximum value and efficient service at a competitive price.

 

Experience

 

I hold a B Com (Honors) Degree in Business Economics from the University of Witwatersrand. I have a Post Graduate Diploma in Financial Planning from the University of the Freestate. I am a practicing Certified Financial Planner and a member of the Financial Planning Institute of South Africa.

After successfully completing my B Com (Honors), I started a boutique retail Point of Sale Software company, which I sold to move into the financial sector.

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
Other Companies represented:
Brightrock, Cidel
 
Business Practices
Minimum Levels of Premium/Investment accepted Lump Sum: R200,000
Recurring monthly: R2,000
Financial Advisor Fees   Remuneration Fee OR commission
Legal structure of employer
Number of staff in Financial Advisor organisation 3 - 5
Professional indemnity Insurance  Indemnity insurance Insurance: yes
Value: R5,000,000
MAP
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