Steve Van Rooyen & Associates

Steve Van Rooyen & Associates Steve van Rooyen & Associates – Old Mutual PFA
Certified Financial Advisers specializing in Personal and Retirement Financial Planning.

Steve van Rooyen & Associates – Old Mutual PFA

It’s a tough task to find an excellent financial adviser these days – especially if you need that exceptional person who’s dedicated to understanding you and your unique financial needs. CoDA Advisers are in a league of their own, and they are absolutely dedicated to make a difference to people’s lives. One such CoDA adviser is Steve van Rooyen. Afte

r 32 years in the financial services industry with Old Mutual, Steve decided to take his practice and service to the next level by obtaining his Certified Financial Planning qualification. Steve is especially passionate about helping customers who are near or at retirement, to structure their packages in the most tax efficient manner to give them continued financial well-being. If you want to partner with an adviser of this caliber contact us on office 012 346 9634 or email [email protected]

With the right financial advice, the possibilities are infinite.

Changes for 2026 you need to know
09/03/2026

Changes for 2026 you need to know

24/11/2025

Geagte kliënte,

Neem asseblief kennis dat ons kantoor gesluit sal wees vanaf 19 Desember tot 5 Januarie. Gedurende hierdie tyd kan u die volgende alternatiewe kontaknommers gebruik vir enige hulp:

-Kliëntedienssentrum: 0860 50 60 70 (Binne Suid-Afrika)
-Internasionale Kliëntediens: +27 21 509 2765
-Old Mutual Wealth: 0860 999 199
-Old Mutual Insure: 0860 63 73 73
-Effektetrust: 0860 234 234
-WhatsApp: Stoor 0860 933 333 en stuur "Hi"

Dankie vir al u ondersteuning gedurende 2025.

We’re proud to announce that OM Bank is officially taking over the OM Money Account — bringing you more value, more cont...
09/09/2025

We’re proud to announce that OM Bank is officially taking over the OM Money Account — bringing you more value, more control, and more possibilities!

💳 What does this mean for you?

-Seamless transition with no disruption to your account
-Enhanced banking features and security
-Access to a wider range of financial services
-Continued commitment to your financial wellness
-Whether you're saving, spending, or investing — OM Bank is here to support your journey every step of the way.

📲 Visit the website or download the app for updates and helpful tips on how to make the most of your OM Bank account.
https://www.oldmutual.co.za/bank

Ever wondered what you're really worth and if you have made enough provisions? 🤔Use these quick calculators to find out ...
09/06/2025

Ever wondered what you're really worth and if you have made enough provisions? 🤔

Use these quick calculators to find out how much your income is worth, should you become impaired or unable to earn an income 🤕 — and how much your family would need if you weren't around ⚰.

It only takes a few clicks to get powerful peace of mind 🧑‍💻👩‍💻

What is your income worth? 💸
https://oldmutual.co.za/app/public/calculators/how-much-am-i-worth/income

How much are you worth to your family? 👪
https://oldmutual.co.za/app/public/calculators/how-much-am-i-worth/cover

Should you need assistance to make the necessary provisions, feel free to contact your Financial Adviser 📊

If you have not yet started saving for your retirement, now is an ideal time to begin. Take advantage of this exclusive ...
30/05/2025

If you have not yet started saving for your retirement, now is an ideal time to begin. Take advantage of this exclusive offer and invest in your future today.

Feel free to make contact with myself or my office personnel for more information or to schedule an appointment.

18/03/2025

Why not earn rewards while actively investing in your future and achieving your goals?

25/12/2024
02/09/2024

Address

272 Bronkhorst Street, Nieuw Muckleneuk, Brooklyn
Pretoria
0187

Opening Hours

Monday 08:00 - 16:00
Tuesday 08:00 - 16:00
Wednesday 08:00 - 16:00
Thursday 08:00 - 16:00
Friday 08:00 - 16:00

Telephone

+27123469634

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