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VerifiedFinancial Services· Founded 2002

Celtis Financial Services

Diligent and strategic in the financial planning process and its outcomes that ultimately benefits the client in achieving their desired position in the most comfortable way. Andre Prinsloo is the original founder of Celtis Financial Services and is now co-directed by Deon Louw. Celtis meaning broadleaved tree indirectly represents the mission of our firm – to guide clients to grow financially. The firm boasts 14 employees where the focus of business is short-term and long-term insurance. Client needs are identified through different vehicles of planning and outcomes are addressed with appropriate instruments such as; life insurance, investments (short- and long-term), drafting of wills, etc. Our senior advisors are highly skilled and knowledgeable individuals, encompassing holistic values. These values are encouraged under upcoming advisors and enforced throughout the business. Under the Celtis umbrella, the secondary focus is personal and commercial short-term insurance with advisors specializing in advice for insuring your assets such as; car, house, household contents, business, equipment, etc.

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HeadquartersRustenburg, South AfricaEmployees23(11 to 50)Founded year2002Websiteceltis.co.zaLinkedIn profileLinkedIn

Verified contacts

7

available on Kipplo

LinkedIn employees

23

11 to 50 range

Open roles

no listings

Distinct roles

6

indexed titles

Tech stack

0

tools in use

Monthly traffic

organic / mo

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Top roles at Celtis Financial Services

6 distinct titles indexed · top 6 shown.

  • 2financial planner
  • 1administrative assistant
  • 1business office manager
  • 1client relationship manager
  • 1paraplanner
  • 1senior front office coordinator

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