12 Waugh Avenue, 3 Northcliff Manor, Northcliff, Johannesburg, 2195 +27 11 782 7985 sarah@celbo.co.za

Financial Planning

Paul Botha is a CERTIFIED FINANCIAL PLANNER® professional who specializes in financial planning and wealth management. As an independent broker, his advice is objective and unbiased.

All products and advice are compliant with all regulatory bodies and all advice is given according to the GAPP guidelines as laid out by the FPI (Financial Planning Institute).

Paul is accredited to sell the following financial products:

  • Retirement Annuities
  • Retirement Preservers
  • Income Protection Plans
  • Unit Trusts
  • Provision Funds
  • Life Insurance Policies

  • Lump Sum Investment Plans
  • Growth Pensions
  • Corporate Retirement Selection Plans
  • Pension and Provident Funds
  • Short term insurance
  • Medical Aids

Book an appointment with Paul to discuss your financial portfolio or contact us for more information.