Carua – Financial Advisors

Welcome to

Ruann Steyn Adviser

“Attingunt Vitam” – Making an impact

About Us

Services

see the services we offer

Testimonials

News

read our latest news

Contact Us

Feel free to contact us if you have any other enquiries

About Us

Services

see the services we offer

Testimonials

read what the people say

News

see our latest news

Contact Us

Feel free to contact us if you have any other enquiries

About Us

Services

see the services we offer

Testimonials

see what the people say

News

read our latest news

Contact Us

Feel free to contact us if you have any other enquiries

about

Ruann's Story

I joined the financial industry in May 2012 with the Hereford group. In 2020 I decided to become an independent adviser affiliated with the Financial Solutions 4 Professionals group (fsp41158) with a focus on an advice driven practice.

My mission statement is to “IMPACT LIVES” through holistic advice.
In every interaction and engagement with my client, my goal is that they know they are valued and that, through my interaction with them, their lives are impacted for the better.”

I pride myself on the fact that I become an extension of the family. I enjoy working with young families (be it professionals or business owners) to assist in building their plans, and then action the specific and agreed upon financial plans that will bring their goals and dreams to fruition.

services

Services we offer

As a registered FS4P Adviser I use the following methodology

Discovering your current financial position together
Analyzing your financial reality
Developing and presenting your financial solution
Implementing the solution
Evaluation and review of your plan

There is no “one size fits all planning” – All plans are custom designed for the individual.

Medical aid and GAP Cover

I deal with the majority of the Medical Aid and Gap Cover companies in the market. I take the time to understand the product offerings and make this very technical field understandable. This is how I find the plan that best suites you, my client

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Individual risk planning

Income protection - your ability to earn an income is your greatest asset. This allows you to live your life as you wish. We need to protect this asset and ensure that you and your family are financially secure.

Estate planning – making sure that you know what will happen to your family and assets in the event of your death.

Retirement planning – most South Africans will not be able to retire with the current income they receive. We put strategies in place to ensure that you are one of the few that will retire financially secure.

Investment and Wealth planning – prudent, individual investment advice with guaranteed monthly feedback and annual reviews of investments and strategies.

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Business planning

What needs to happen to your business in the event of your death?

Are you in partnership with somebody else?

As director, did you sign surety for any loans in the business? (Personal Liability Insurance)

What is your retirement exit plan from your business? Do you have a retirement strategy for your employees? (Retirement Fund)

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testimonials

What people say

Mr Ruann Steyn is our financial advisor/broker and over the years he has displayed a genuine concern for our investments, always giving sound advice. This is due to his deep-seated integrity which, without doubt, is tantamount to the Christian principles by which he lives by and performs in his interaction with his clients. He is highly competent as a financial advisor and is well-versed in the field of financial matters, which has always been an advantage in our financial gains. We regard him in high esteem and can recommend him, both as a consultant and friend.

From his friendly, yet professional demeanor to his vast array of knowledge, his ability for clarity and guidance is impressive and reassuring. No query, question or concern was deemed too small or disregarded and we mattered. We simply cannot recommend Ruann Steyn enough.

Ruann has been my Financial Advisor for almost 8 years, and he provides good, sound advice, and great service. I can confidently recommend him.

Since 2016 Ruann has been my Broker. My financial security is all due to him. He is diligent, honest, trustworthy and a person of high integrity. He will go the extra mile for clients.