| Address |
Office 7, 2nd Floor, Imperial Bank Terraces - Tyger Waterfront Office Park, Carl Cronje Drive, Tyger Valley
|
| Languages |
Afrikaans & English (in order of proficiency) |
| Qualifications |
Educational History
· Matric 12 / 1990
o Hentie Cilliers High School
o Virginia
o Free State
· B.Soc.Sc 12 / 1997
o University of the Free State
o Bloemfontein
Industrial Psycology Degree |
| Financial Advisors Fields of Specialisation |
Personal and Business Insurance |
| Services |
Retirement Planning Investments Estate Planning Life and Disability Assurance Medical schemes Short term insurance Business Assurance Group Schemes
|
| Other Services |
For free advice and services concerning the following
Life Cover
Disability Cver
Trauma Cover
Retirement Planning
Saving Plans
Education Plans
Estate Planning
Last Will ant Testaments
Business insurance
Medical schemes
Single premium investments
Key person Insurance |
Testimonials
Y & C Cattaneo-Lawrence
This will confirm that, Ms Cheryl van Rooyen, has been our Financial Advisor for many years and she has our most enthusiastic recommendation.
She has the unique ability to identify your needs and advise accordingly with respect and care, because she keeps up with what is happening in the financial world.
She is destined to achieve new heights and set new records in her career, which will benefit both her employer and clients.
Cheryl is more than an advisor, she is a dear friend and a valuable asset to any company.
B van der Toorn
My husband and I have had the pleasure of dealing with Cheryl van Rooyen for the past 4 1/2 years.
I believe Cheryl to be a honest, reliable and knowledgeable financial broker with great empathy and good interactive skills.
Her insight and patience when dealing with us has been an absolute pleasure and she has given my husband and I valuable and cost saving advice which has benefited us greatly.
I personally believe that her new company Bulls Eye has a very valuable asset in Cheryl as she would make a wonderful contribution to their team.
D Austen
Just a quick word of thanks for the great service and high standard of professionalism. Very much appreciated – you’ve raised the bar substantially.
Anonymous
So – having found myself in my thirties... And looking ahead at the next big milestone being forty (thank goodness 40 is the new 30!) - I decided that I should pay a bit more attention to my finances; in particular such things as insurances that would cover me if I can’t work due to illness or disability as well as getting a life insurance policy to ensure Sergio wouldn’t be stuck with a hefty bond in the event of my 'moving on'...
I was put in touch with a gentleman by the the name of Terence Tobin who works for Bulls Eye Financial Consulting... He was great!! He spent time finding out about my financial situation and current policies and compiled a financial analysis; based on that he made suggestions of what he felt I would require moving forward. Once he gave me his suggestions and various options of costs etc.. We worked together to come up with a package that was in my best future interests without too much damage to my present pocket.
Terence has asked me to refer my friends and colleagues to him - Hence this mail – I thought I would send you all with his details, that way you’re not being bothered by him if you’re not interested. However, if you are interested – I highly recommend that you give Terence a call. I have met with a couple of financial advisors in my time and have found them to be pushy and I end up feeling bullied, this is not the case with Terence. There are no costs involved apart from obviously whatever insurances you add to your portfolio. Terence also doesn’t try and ‘push’ any one company – he looks through all the various company offerings to find the best suited to the individual. |
Educational History
· Matric 12 / 1990
o Hentie Cilliers High School
o Virginia
o Free State
· B.Soc.Sc 12 / 1997
o University of the Free State
o Bloemfontein
Employment History
· SANDF / Tank Gunner 01 / 1991 – 12 / 1991
o Tempe
o Bloemfontein
· Student Psychology / Part time 01 / 1992 – 12 / 1995
o University of the Free State
o Bloemfontein
· Old Mutual / Financial Advisor 01 / 1996 – 08 / 1998
o Old Mutual
o Bloemfontein
o Ref : Willem van Der Merwe
§ 0829289027
· Liberty Life / Broker Consultant 08 / 1998 – 12 / 2005
o Kimberley Northern Cape
o Benoni East Rand JHB
o Ref : Andre van der Linde
§ 053 831 5224/5/6/7
· P.F.C Brokers / Financial Advisor 01 / 2006 – Current
o Owner
o Benoni, East Rand JHB
o Durbanville, Western Cape |
We at Bull's Eye are a team of highly ethical and competent financial mentors & planners. We take absolute pride in helping all our valued clients achieve their financial goals through a detailed process that looks at all aspects of income, expenses and goals. We then link these to realistic and achievable targets, which can be tracked and monitored.
Our aim is to build realistic wealth returns whilst periodically keeping you up to date on your progress. We specialize in planning to protect wealth for individuals and small businesses' through asset protection, wealth creation and our in-depth understanding of risk.
One of our golden rules is that we are not afraid of bad news - What does concern us is what we are not told or don't know, as this puts us all in a position where we are not aware of the problem, and its subsequent potential to do harm and how this then affects our joint decision making process.
This "rule" is applied as our ethos when dealing with clients, as we will always give you all the facts - good or bad. This way you will always have all the information you need to make informed and appropriate decisions.
We have a tremendously successful track record and would appreciate the opportunity to demonstrate how we can make a huge difference for you and your family and if applicable, your business.
We look forward to meeting you in the near future.
In the meanwhile please register and make use of our free budget planner. There are a number of very useful tools and we will be adding new and exciting functionality to these tools in the near future.
Best regards,
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| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R25,000 |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
> 50 |