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Investment minimums

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Deon Louw

As a financial advisor, I create trust and confidence to motivate my clients to realise their goals through the financial planning process, and I’m committed to creating choices for their financial security and personal growth.

I started my career as a financial advisor with Celtis Financial Services in September 2002 and specialise in comprehensive financial planning, estate planning, investments and retirement. Previously, I’ve worked as a personal tax team leader (1st Contact, UK) and financial advisor at First National Bank. I’m a Certified Financial Planner® with an Advanced Postgraduate Diploma in Investment Management (Golden Key International Honor Society), the Regulatory Examination for Representatives (RE5), Key Individuals (RE1) and Category II and IIA (RE3).

28 Koorsboom Avenue, Kloofzicht Building Unit 7, Rustenburg, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

014 XXX XXXX

deon@ce*********o.za

Reveal contact details

Deon Louw

As a financial advisor, I create trust and confidence to motivate my clients to realise their goals through the financial planning process, and I’m committed to creating choices for their financial security and personal growth.

I started my career as a financial advisor with Celtis Financial Services in September 2002 and specialise in comprehensive financial planning, estate planning, investments and retirement. Previously, I’ve worked as a personal tax team leader (1st Contact, UK) and financial advisor at First National Bank. I’m a Certified Financial Planner® with an Advanced Postgraduate Diploma in Investment Management (Golden Key International Honor Society), the Regulatory Examination for Representatives (RE5), Key Individuals (RE1) and Category II and IIA (RE3).

   Visit website

Investment minimums:

<R1m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

28 Koorsboom Avenue, Kloofzicht Building Unit 7, Rustenburg, South Africa

Get directions

Contact details:

014 XXX XXXX

deon@ce*********o.za

Reveal Contact Details

About

About Celtis Financial Services

Celtis means ‘broad-leaved tree’, which indirectly represents the mission of our firm – to guide clients to grow financially. We are diligent and strategic in the financial planning process, which ultimately benefits our clients in achieving their desired outcomes in the most comfortable way. Our senior advisors are highly skilled and knowledgeable individuals who embody holistic values. These values are encouraged among upcoming advisors and enforced throughout the business. We are content in the knowledge that our motto – ‘Wealth creation through expertise’ – provides clients with trust and the assurance of protection. We strive to be non-conventional and non-traditional, and rather embrace a relaxed and creative approach to professional advice.

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.