Juan Van Rooyen - Sanlam Financial Planner | Concept Msula BlueStar | Port Elizabeth
Juan Van Rooyen profile picture

Sanlam Financial Planner

Juan Van Rooyen

About me

With over 17 years of experience in finance, financial management and business consulting, I have developed a deep appreciation for the role that sound financial decisions play in building a secure future. Throughout my career, I have seen how much time, energy and sacrifice go into building a successful business. Yet, in the process of growing their businesses, many entrepreneurs and business owners often put their own financial security, retirement planning and family protection on the back burner. This is where my passion for financial freedom planning comes in. At Concept Msulas, my goal is to help individuals, families and business owners gain clarity about their financial position, protect what matters most and build a plan for the future they want to achieve. Whether it involves protecting your family's financial wellbeing, planning for retirement, growing your wealth or preparing for life's uncertainties, I believe that the right financial plan starts with understanding you, your priorities and what you want your future to look like. My approach is built on listening first, providing clear and practical guidance, and building long-term relationships based on trust, integrity and care. I believe financial planning should never be about simply selling a product. It should be about making informed decisions that support your goals and give you greater confidence in the future. I joined Concept Msulas because I believe in its vision of helping people achieve financial freedom through purposeful, personalised planning. For me, success is not just about helping clients build wealth; it is about helping them create a life where they can provide for their families, pursue their ambitions and enjoy greater peace of mind. Because financial success isn't just about what you build today. It's about the future you're building for yourself and the people who matter most.

My interests

  • Bowling
  • Exercise
  • Bible study and spiritual growth
  • Personal development
  • Spending quality time with family

My qualifications

Qualifications

  • Graduation Bachelor of Accounting Science

PRODUCTS AND SERVICES

What we offer

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Insurance Solutions

Get insurance cover with expert guidance from our team.

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Gap Cover

Stay financially protected when medical costs fall short - learn more here.

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Health Solutions

Let us help you decide on the right medical aid solution for you.

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Disability Cover

Financial support through a lump-sum payout if permanent disability occurs.

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Cancer Cover

Sanlam Cancer Cover offers a cash payout to help cover cancer-related costs.

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Severe Illness Cover

Helps cover the unexpected costs of a dread disease, leaving you to focus on your health.

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Income Protection

Sanlam Income protection protects you and your family against temporary and permanent illness or disability with a monthly payout that helps support your current lifestyle.

CAMPAIGNS

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