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
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Bachelor of Accounting Science
PRODUCTS AND SERVICES
What we offer
Severe Illness Cover
Helps cover the unexpected costs of a dread disease, leaving you to focus on your health.
TOOLS & CALCULATORS
Explore resources to help you connect with a financial adviser.
CAMPAIGNS
Discover more
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