Ruan Meyer

Financial Advisory

Financial Advisory - Wealth Management

I have a diverse set of interests spanning from all things business to outdoor sports. I like to keep fit by jogging, playing golf and hiking. I love interacting with people and networking to create strong, meaningful and sustainable relationships. I pride myself on keeping a finger on the pulse of economics, financial management and Investments and I’m continually reading literature to further myself in this field. I find a balance in my life by spending evenings with family, friends and loved ones. I am also aware of the need nowadays for successful individuals to possess social networking skills as well as social capital and am actively working at improving myself in this regard as a proud member of BNI.

Financial Solutions

Offerrings

Administration Services

Providing independent guidance and advice on appropriate administrator appointment relative to costs, fund requirements and demographics.

Group Risk

Independent risk provider relationships, Risk pooling, Annual risk costing review ,Service provider risk costing negotiation.

Retirement Fund Investment

Fund investment risk profile analysis, Investment strategy recommendations, Regularly reporting on fund returns and market trends.

Retirement Fund Portfolio Assistance

A full financial needs analysis will be performed so as to ensure informed and educated decisions concerning retirement fund contributions are made

Retirement Fund Withdrawal Counselling

Resigning and retrenched members are contacted and are offered guidance and advice, Members who have reached retirement age are offered guidance and advice.

General Financial Planning Services

All members have access to financial professionals who are able to assist them in setting and achieving their long-term financial goals.

Asset and Liability Consulting

Asset-Liability Modelling is a sophisticated statistical technique that aims to provide clients with an investment strategy that is suitable for their unique liabilities.

Actuarial Consulting Services

In-house actuarial services, We are able to work with the administrator appointed actuary.

Member Net Replacement Analysis

A member replacement ratio is a measurement of whether current retirement savings will be adequate to provide for retirement.