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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

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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 attai...


Investment minimums:

R1m < R5m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income