Personal Services Offered
Corporate Services Offered
Approved Service Providers
Karen is your holistic Financial advisor who will not only expertly guide and advise you on growing your investments, but also on how to protect yourself and your family from financial losses which may arise due to death, disability or illness. She views each client and their families as her own, and wants to make sure that all aspects of the life cycle are catered for, from cradle to grave.
Karen has been an Independent Financial Planner since 2013 and holds a B Com (Honours) Degree in Business Economics from the University of the Witwatersrand. She also has a Post Graduate Diploma in Financial Planning from the University of the Free State and is a practicing CERTIFIED FINANCIAL PLANNER® professional and a member of the Financial Planning Institute of South Africa.
What We Do
VCIB Wealth acknowledges that each client has a unique set of financial needs. Our role as your Financial Planner is to assist you with analysing your current financial circumstances, and compile a financial plan to help you set and achieve your financial planning goals. The solutions that we recommend as a result of this process, are generally financial product based and are reassessed on an annual basis to ensure that you are tracking towards your goals.
VCIB Wealth is an independent advice based company, which means that we are not obligated to sell specific financial products. Being independent allows us to provide objective advice on financial products suited to our client’s requirements.
VCIB Wealth provides both Personal and Corporate Services:
Local and Offshore
Life & Disability Cover, Income Protection, Dread Disease
Including Wills and Trusts
Pre and Post Retirement Planning
Financial Planning is about more than just good advice or investment returns.
It’s about providing guidance that you can trust!
Business Succession Planning
Buy and Sell Arrangements
Key Man Insurance
Group Life/Risk Schemes
Corporate Retirement Annuities
Corporate Retirement Funds
Financial Planning Process
The 6 steps to financial planning
Approved Service Providers
We have chosen to outsource our compliance monitoring to a registered professional third party compliance monitoring company: Moonstone Compliance (Pty) Ltd, a compliance practice approved by the Financial Services Board.
Address: 25 Quantum Street, Technopark, Stellenbosch, 7600
Tel: 021 883 8000
Fax: 086 212 1753
VCIB Wealth is registered with the Financial Services Board. “Our Registration Number is FSP 46118.”
Click on the below to download our various policies:
Conflicts of Interest Policy
Complaints Resolution Policy
Treat Customers Fairly (TCF) Policy
Protection of Personal Information Policy
“The great thing about VCIB Wealth is their agility; being agile they are nimble and because they are nimble, they are able to satisfy every need I have, be it my investments, my provident funds or my insurances. My Independent Financial Advisor, Karen, keeps me up to date on, not only local market trends and movements, but also what my money is doing in the offshore scene. With Karen looking after one’s hard earned cash, VCIB Wealth is really all one needs.”
— Byrne Millard
“My financial adviser, Karen van Rooyen is reliable, dependable and hard working. She has demonstrated the ability to keep my investments robust and healthy despite adverse economic conditions. I highly recommend her.”
— Mark Jonas
“Karen’s personal and professional approach to financial advisement puts my mind at ease in the somewhat unpredictable environment of investment. I trust Karen’s judgement and advice implicitly and I know my financial future is in great hands. I intend to have Karen as my Financial Advisor / Planner indefinitely.”
— Greg Huddle
P.O. Box 46476
Orange Grove 2119, Johannesburg
Morningside Close Business Park
Block G, 1st Floor, Michelle St
Morningside 2196, South Africa