Theunis Steyn - Sanlam Financial Planner | FinPrufe Wealth BlueStar | Somerset West
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Theunis Steyn CFP®

Sanlam Financial Planner

Bio

Get to know me

Theunis Steyn is a senior financial planner at Sanlam and started his career in 1995. He is co-principal of FinPrufe Wealth BlueStar that lives our core values, namely: Integrity, service, and respect. He always acts in the interest of his clients and received 21 International Quality Awards. Although he focuses on retirement and investment planning, he offers a holistic planning for each client and is committed to a long-term relationship. Theunis holds a National Diploma in Analytical Chemistry, National Certificate in Financial Markets & Instruments (AFM) and completed his Level 1 Regulatory Exam for Representatives (RE5). He is a member of the Financial Planning Institute of South Africa, where he is a licenced CFP® professional.

Services

How I help my clients

  • Insurance
  • Retirement
  • Investments
    • Financial Planning
    • Business Insurance
    • Sanlam Reality
    • Fiduciary Services
    • Gap Cover

Qualifications & Awards

Qualifications

  • ILPA (Life Insurance)
  • Awards

  • Eagle Status: Adelaar 1 Star
  • International Quality Awards: 22

Interests

Things I like to do

  • Swimming
  • Hunting
  • Fishing