Celtis Financial Services (Pty) Ltd

Celtis Financial Services (Pty) Ltd

Our mission is to serve our clients by guiding them in their ever-day financial dealings and decisions to create long term wealth. Although our primary focus is advising clients on their financial portfolios and decisions as all financial advisers do, we have realized that there is another element that our clients need – peace of mind that the funds that are invested are managed by someone they know and trust. And so, like the silhouette of a Celtis tree, with its broad leaves and sprawling branches, our scope of expertise is more substantial than the surface layer of planning for life’s major risks and events but extends to the underlying layer of deciding what assets and instruments will be most appropriate to fulfil and meet our clients’ goals and mitigate their financial risks.

We work with clients who are serious about committing to ensuring their financial well-being. Most of the individuals we advise are employed or were employed in the mining sector, which follows naturally from being based in Rustenburg, North-West, but a substantial amount of the clients have identified the unique business opportunities that our ‘mining town’ presents and are thus business owners and senior executives of small and medium-size businesses.

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MDDs

Minimum Disclosure Document Date: 31 December 2024

Fund Name NAV Price (CPU) NAV Price Date Minimum Disclosure Document
Celtis BCI Conservative Fund of Funds (A) MCEC 212.59 13 February 2025 pdf
Celtis BCI Flexible Fund of Funds (A) MCEL 365.36 13 February 2025 pdf
Celtis BCI Managed Fund of Funds (A) CBMFA 177.30 13 February 2025 pdf