HOLISTIC

financial planning

OUR MISSION

Anybody can achieve financial freedom by putting in place a financial plan and to monitor this plan on a regular basis. By incorporating the advice on this website and our personal financial analyses in your everyday life and by evaluating your lifestyle choices, you have an excellent chance of achieving financial success.

If we can assist you to make the right choices and to continue with a structured financial plan for the rest of your life you will achieve financial freedom sooner than you might think. To help you get there we have organised some very helpful financial tools in a set of guidelines which we refer to as "Financial literacy".

Marius van Rooyen

CERTIFIED FINANCIAL PLANNER®️

Marius has an background in tax, accounting and auditing, completing his studies in 2000 and his accounting internship in 2002. Marius was an assistant advisor at Sanlam, obtaining his Post Graduate Diploma in Financial planning in 2005 at which time he became and independent financial advisor. Van Rooyen and Raath Financial Advisors (Pty) Ltd was set up in 2007 serving our clients till present.

Ilse Louwrens

Administrative Assistant

Ilse has been part of our team since 2008. She is the Administrative Assistant to Marius van Rooyen. She completed her NQF 5 Higher Certificate in Financial Planning in 2019.

OUR PROCESS

explore | create | choose

EXPLORING YOU

Most financial plans begin and end with the products. Your plan needs to begin and end... with you.

CREATE CHOICES

Having asked the right questions about your life, we will research and create the financial choices that you can choose to best suit you.

CHOOSE

With a clear understanding of who you are, and what you want, you can make powerful and informed choices.

REVIEW AND ENHANCE

Your life will keep changing, and you should be able to change your choices too. We can review your plan and enhance it when needed by exploring, creating and choosing.

ALWAYS IN THE KNOW

Empowering you to create
the choices you need to make.

RECOMMENDED BY

hear it from our clients

Since I earned my first paycheck,  Marius has guided me with solid financial advice . His financial planning strategy was tailored to service my immediate needs, followed up with yearly assessments to re-evaluate my ever changing financial circumstances.

Paul Evans

Marius en Ilse doen fantastiese werk. Hulle werk vinnig en het my nog altyd tegemoed gekom met hul flink diens. Dankie Marius en Ilse.

Rudi Venter

Through the years I have experienced Marius and his team to be trustworthy and consistent financial advisors. I always found their fast, efficient and friendly service to be accompanied by a personal touch. Not only have I learned to appreciate Marius’s financial advice but also his wide general knowledge, ranging from matters of faith to the inner workings of car engines.

Gerrit du Preez

I have entrusted my policy and investment profile with Marius since 2012. Marius motivated me to start saving for retirement and although it was just a small amount at a time, it was one of the best decisions made. Every year, Marius will send you an update on your policies and investments and make recommendations to either change the product or distribute the funds differently into the different portfolios which investments are being made on your behalf.  The latter is especially useful in times like these and Marius strives to always provide his clients with the best benefits and outcome. Any person can definitely trust Marius with their investments, saving for retirement age, etcetera. I would highly recommend the use of Maris' expertise.  A further bonus with having a business relationship with Marius is that he will always give you a call on your birthday just to wish you a happy birthday. I love birthdays and the fact that Marius takes time out of his busy schedule just to wish you a happy birthday is extrordinary and seldom found.

Monica Louro

Financial Advice that is tailored
to you and your choices.

CONTACT US

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