Our Principal Planners
Carel Marx and Wilhelm Tempelhoff act as FinPlanCo’s principal Financial Planners. They hold a combined experience of over 20 years in the financial planning industry and complimentary Honours Degrees in tax law, financial planning and investment management.
“While working together, we developed a unique rapport and approach to gathering client information, considering client objectives and developing wholistic financial plans and solutions to our clients’ needs. The next logical step was to develop a professional financial planning methodology and implement it in an independent financial service provider company.” -Carel & Wilhelm
Our principal planners developed a nose-to-tail financial planning system which they have integrated into the policies and procedures of FinPlanCo. They share a passion for ethical practice, forward-thinking research and an innovative approach to the industry’s challenges.
|Contact details||E-mail: email@example.com / Mobile: 084 588 8339|
|Position||Key Individual, Representative, Director, Shareholder|
|BComm Finance, BComm Investment Management (Hons), Post Grad Diploma Financial Planning|
|Experience||Carel has have over 10 years’ experience in the Financial Services Industry, 7 years’ experience in the Life Insurance Industry and 6 years’ experience in the Shares and Securities Industry.|
|Contact details||E-mail: firstname.lastname@example.org / Mobile: 072 726 4713|
|Position||Representative, Director, Shareholder|
|BComm Finance (Cum Laude), BComm Financial Planning (Hons) (Cum Laude), H.Dip Tax Law, CERTIFIED FINANCIAL PLANNER ® PROFESSIONAL|
|Experience||Wilhelm has over 12 years’ experience in the Financial Services Industry, 9 years’ experience in the Life Insurance Industry and 6 years’ experience in the Shares and Securities Industry.|