CELTIS FINANCIAL SERVICES
Financial Services in Rustenburg

Celtis Financial Services was established as an independent Financial Services Provider intent on implementing independent and objective investment and risk management solutions to our clients. For all investment and health insurance services, we help you find the best solution for yourself or your business. We have built our business on the concept of providing holistic and independent advice. We believe in providing advice on all aspects of our client’s financial well being. Our team works together with our clients to complete a thorough review of all aspects of their financial situation. This enables us to fully understand your needs and then provide implemented financial solutions to meet them. In brief, you should know the following about us: Celtis Financial Services was established in 2002 and have been known for providing outstanding Investment and Financial Planning solutions. Our goal is the creation of your future wealth and financial security. At Celtis Financial Services we believe in offering you the best options when it comes to your financial security and health. We provide independent and objective advice from a wide range of service providers. The primary investment objective of the portfolio is to provide the investor with a high level of income and stable capital growth, and will seek to follow an investment policy which will reflect a spread of investments aiming at income and capital growth normally associated with the investment structure of a retirement fund with a cautious risk profile. The Celtis Flexible Fund of Funds is a flexible fund of funds portfolio. The investment objective of the portfolio is to provide investors with an above-average medium to long term capital growth. It will invest in a broad range of participatory interests and other forms of participation in collective investment schemes or similar schemes. Investments to be included may, apart from assets in liquid form, consist solely of participatory interests in portfolios of collective investment schemes investing in equity securities, property shares, property related securities, non-equity securities, bonds, preference shares and money markets instruments. The primary objective of the Celtis BCI Managed Fund of Funds is to offer investors a moderate to high long term total return. Investments to be included in the portfolio will, apart from assets in liquid form, consists of participatory interests and other forms of participation of local and global collective investment schemes.