Justin Els CFP®

Director at TVC Wealth & Health Managers
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Contact Information
us****@****om
(386) 825-5501
Location
City of Cape Town, Western Cape, South Africa, ZA
Languages
  • Afrikaans Native or bilingual proficiency
  • English Native or bilingual proficiency

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5.0

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Christelle Theron

Justin is a goal-driven and focused go-getter. Innovative and definitely a step above the rest. He provides individuals and companies financial freedom with financial plans and structures that works for you and your future. He is a dynamic mix of creativity and ambition. Business savvy and provides clear direction for your financial dreams. I can highly recommend Justin for any type of finance advice you need!

Ronnie Els

Energetic and quick learner with great people skills.

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Credentials

  • Certified Financial Planner (CFP)
    The Financial Planning Institute - SA
    Sep, 2021
    - Oct, 2024
  • FINANCIAL SERVICES ADVISER
    The Financial Planning Institute - SA
    Aug, 2020
    - Oct, 2024
  • RE1
    Moonstone Compliance & Risk Management
    Dec, 2017
    - Oct, 2024
  • RE5
    Moonstone Compliance & Risk Management
    Aug, 2017
    - Oct, 2024

Experience

  • TVC Wealth & Health Managers
    • South Africa
    • Financial Services
    • 1 - 100 Employee
    • Director
      • Jan 2017 - Present

      At TVC WEALTH & HEALTH MANAGERS we structure our offering around you.Established in 1997, we continuously strive to improve our service. Our independence allows us to remain customer centered and tailor our advice to your specific financial needs. A Certified Financial Planner ® will work with your current professional Auditor/Accountant and Legal Counsel to provide ongoing updates and solutions for the below Financial Services:Estate PlanningFinancial AdviceLife InsuranceMedical AidPension FundsShort Term InsuranceWealth Management & Portfolio AnalysisWe are an authorised Financial Services Provider (FSP Nr: 10923).

  • Cap Ur Tax
    • South Africa
    • Consumer Services
    • Co-Founder & Director
      • May 2019 - Present

  • C2M Financial Services
    • Investment/Medical Aid Consultant
      • Feb 2016 - Dec 2016

Education

  • Milpark Education - School of Financial Planning and Insurance
    Postgraduate Diploma in Financial Planning, Financial Planning and Services
    2019 - 2020
  • Milpark Education - School of Financial Planning and Insurance
    Bachelor’s Degree, Financial Planning and Services
    2016 - 2018
  • Stellenbosch University/Universiteit Stellenbosch
    Accounting
    2013 - 2015
  • Stellenberg High School
    2008 - 2012

Community

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