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Investment minimums

R1m < R5m

Charl Roos

I have accumulated over 14 years of experience in the financial services industry, and my main focus is assisting clients in attaining and preserving their financial independence. I provide comprehensive advice encompassing financial, estate, risk, and investment planning.

Back in 2009, I embarked on my career journey as a Financial Adviser at Old Mutual PFA after obtaining a Higher Certificate in Financial Products. Although I progressed to the positions of Development Manager and Work Site Manager, my true passion lies in working directly with clients. This led me to transition back into the role of a Senior Financial Planner.

In September 2021, my team and I proudly established the Private Wealth Management Bloemfontein office. Alongside my professional endeavors, I find joy in playing golf and spending quality time outdoors with my family.


President Reitz Avenue, Westdene, Bloemfontein, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

082 XXX XXXX

croospa********************o.za

Reveal contact details

Charl Roos

I have accumulated over 14 years of experience in the financial services industry, and my main focus is assisting clients in attaining and preserving their financial independence. I provide comprehensive advice encompassing financial, estate, risk, and investment planning.

Back in 2009, I embarked on my career journey as a Financial Adviser at Old Mutual PFA after obtaining a Higher Certificate in Financial Products. Although I progressed to the positions of Development Manager and Work Site Manager, my true passion lies in working directly with clients. This led me to transition back into the role of a Senior Financial Planner.

In September 2021, my team and I proudly established the Private Wealth Management Bloemfontein office. Alongside my professional endeavors, I find joy in playing golf and spending quality time outdoors with my family.

   Visit website

Investment minimums:

R1m < R5m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

President Reitz Avenue, Westdene, Bloemfontein, South Africa

Get directions

Contact details:

082 XXX XXXX

croospa********************o.za

Reveal Contact Details

About

About Private Wealth Management – Bloemfontein

Private Wealth Management is a registered Financial Services Provider established to meet the lifestyle financial planning needs of individuals in the affluent and professional market.

We have provided trusted advice and wealth management solutions, giving purpose to our valued clients' wealth since 2000. Each of our financial planners are required to stay up to date with the latest developments in financial and estate planning; the advantages and disadvantages of many international and local investments; and tax, legal, life and risk environments.

We have a robust lifestyle financial planning advice philosophy and access to bespoke solutions offered by selected product providers.

Service offered

Investments & savings

Get help choosing the best way to invest for your goals, whether it be buying a home, a child’s education or to save an emergency buffer for unforeseen expenses. Assess investments matched to your time frame and your risk appetite to achieve you goal.

Offshore investing

Get help diversifying your investments beyond South Africa’s border and assessing offshore investment opportunities.

Pre-retirement planning

Get help making sure you have enough to live on when you stop working.

Retirement income

Get help ensuring that your retirement income covers your costs and lasts your lifetime.

Additional services

Get help protecting you and your family and ensuring future financial support to your beneficiaries.

Get help planning your legacy, minimising any future tax burden and ensuring the expressed distribution of your assets.