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.