ITS Financial Planning

ITS Financial Planning We are Independent Financial
Planners with over 15 years experience licenced by Masthead FSP 43435.

Our company is GROWING & we need an ADMIN Assistant! Please share if you know anyone looking for an admin job. 1. Needs ...
05/01/2026

Our company is GROWING & we need an ADMIN Assistant!

Please share if you know anyone looking for an admin job.

1. Needs to be living in Port Elizabeth, RSA ( Not remote )
2. Needs to speak English & Afrikaans
3. Needs MS Office understanding & has Admin experience
4. Wants to grow with a vibrant young team & is passionate about people.

Property 🏡 is an investment not just a place to live. Learning to structure and build your income streams is a key area ...
14/08/2025

Property 🏡 is an investment not just a place to live. Learning to structure and build your income streams is a key area in your financial journey 💸

Great event hosted by in PE/GQ.

is looking forward to growing and helping others grow their income with good property advice and structures.

Excited to announce  will be talking FinanceTips on   Radiostation Tuesday evenings 6pm every 2nd-week . 😎Its going to b...
25/02/2025

Excited to announce will be talking FinanceTips on Radiostation Tuesday evenings 6pm every 2nd-week . 😎
Its going to be an exciting year!

Some hot topics from tonights show:
Q- How should young adults start their wealth journey with a salary under R8000p.m

Answer:
1. Know where the money goes ( ) is a great way to track income & expenses. ⚡
2. PayYourselfFirst is such an important principal to learn early on. 💸
3. Start building your emergency fund R5000 goes a long way when you need it. 🚨
4. Start early with your Taxfree&RA use affordable platforms like or PPS Invest📈
5. Build your Financial Knowledge - read finance & wealth books. 📚

is powered by MastheadFP 43435.

Independent Financial Advisors

Wishing you a Merry Christmas 🎄and Happy Holidays. Thanks to all our Clients, Agents, BC's and Team for making 2024 a su...
19/12/2024

Wishing you a Merry Christmas 🎄and Happy Holidays. Thanks to all our Clients, Agents, BC's and Team for making 2024 a super year!

We are excited for what happens next in 2025!✨


  is happening NOW!We are so excited as a team to be part of the Global Leadership Summit 2024.Key Tips:1. You are meant...
24/10/2024

is happening NOW!

We are so excited as a team to be part of the Global Leadership Summit 2024.

Key Tips:

1. You are meant to be exceptional.
2. Leaders change the world.
3. The greatest barrier to production is over-commitment to the wrong things.
4. Gamify your work and play the game to win, you have a lot more fun playing.
5. As leaders we are in the business of serving people.
6. Get Focussed - Get committed
7. If you want to improve, learn to move your average!
8. Press into mind-moving moments
9. Find the love in what you do.
10. Average never changed the world


Unlock Your Future: Join Us as a Paraplanner Are you a dynamic and ambitious individual eager to carve a successful care...
07/02/2024

Unlock Your Future: Join Us as a Paraplanner
Are you a dynamic and ambitious individual eager to carve a successful career in financial planning? We are on the lookout for the brightest young minds who aspire to make a mark in the financial industry while working closely with our senior advisors in a support role. If you have the drive, determination, and a hunger for success, we want to hear from you!

About Us:
ITS FINANCE is at the forefront of shaping the financial landscape, and we're on a mission to empower the next generation of financial planners. Our commitment is to provide a platform for talented individuals to thrive, learn, and grow within a dynamic and supportive environment.
We offer our clients holistic and independent financial advice with our unique experience in business structuring, legal services, accounting, and tax advice. ITS Finance makes up the 4th part of the ITS Group of Accounting, Tax, Legal & Financial services and is powered by Masthead Financial Planning FSP.

The Opportunity:
As a Paraplanner at ITS Finance, you will embark on a journey that not only values your skills but also invests in your potential. We are seeking candidates who are not just looking for a job, but a career that will challenge and inspire them. The Paraplanner duty is an administrative & support role to the senior financial planner. These duties and responsibilities will be discussed in the interview stage.

About Us:ITS FINANCE is at the forefront of shaping the financial landscape, and we're on a mission to empower the next ...
26/01/2024

About Us:
ITS FINANCE is at the forefront of shaping the financial landscape, and we're on a mission to empower the next generation of financial planners. Our commitment is to provide a platform for talented individuals to thrive, learn, and grow within a dynamic and supportive environment.
We offer our clients holistic and independent financial advice with our unique experience in business structuring, legal services, accounting, and tax advice. ITS Finance makes up the 4th part of the ITS Group of Accounting, Tax, Legal & Financial services and is powered by Masthead Financial Planning FSP.

The Opportunity:
As a Paraplanner at ITS Finance, you will embark on a journey that not only values your skills but also invests in your potential. We are seeking candidates who are not just looking for a job, but a career that will challenge and inspire them. The Paraplanner duty is an administrative & support role to the senior financial planner. These duties and responsibilities will be discussed in the interview stage.

What You Need To Apply:
• Someone with a thirst for knowledge and a passion for financial planning.
• Bachelor’s degree in financial planning (BCOM or Postgrad).
• Commitment to obtaining relevant financial planning qualifications (CFP, financial planning degree, or postgraduate diploma).
• At least 2 years of experience in personal financial planning.
• A self-driven, innovative individual who is excited to work hard to become successful.
• Needs to have own car & drivers’ licence.
• Needs to be fully literate on MS Office 360.

What We Offer:
• Mentorship and guidance from seasoned professionals in the industry
• Opportunities for professional development and career advancement
• A collaborative and innovative work environment
• Salary ranges between R10 000.00 – R12 500.00 with performance-based incentives

How to Apply:
Submit your resume (CV), along with a cover letter outlining why you're the brightest mind for this role. Be sure to highlight your work experience, academic achievements, extracurricular activities, and any relevant experiences that demonstrate your commitment to excellence.
Email to: [email protected]

Unlock Your Future: Join Us as a Paraplanner - Junior Financial PlannerAre you a dynamic and ambitious individual eager ...
26/01/2024

Unlock Your Future: Join Us as a Paraplanner - Junior Financial Planner
Are you a dynamic and ambitious individual eager to carve a successful career in financial planning? We are on the lookout for the brightest young minds who aspire to make a mark in the financial industry while working closely with our senior advisors in a support role. If you have the drive, determination, and a hunger for success, we want to hear from you!

About Us:
ITS FINANCE is at the forefront of shaping the financial landscape, and we're on a mission to empower the next generation of financial planners. Our commitment is to provide a platform for talented individuals to thrive, learn, and grow within a dynamic and supportive environment.
We offer our clients holistic and independent financial advice with our unique experience in business structuring, legal services, accounting, and tax advice. ITS Finance makes up the 4th part of the ITS Group of Accounting, Tax, Legal & Financial services and is powered by Masthead Financial Planning FSP.

The Opportunity:
As a Paraplanner at ITS Finance, you will embark on a journey that not only values your skills but also invests in your potential. We are seeking candidates who are not just looking for a job, but a career that will challenge and inspire them. The Paraplanner duty is an administrative & support role to the senior financial planner. These duties and responsibilities will be discussed in the interview stage.

What You Need To Apply:
• Someone with a thirst for knowledge and a passion for financial planning.
• Bachelor’s degree in financial planning (BCOM or Postgrad).
• Commitment to obtaining relevant financial planning qualifications (CFP, financial planning degree, or postgraduate diploma).
• At least 2 years of experience in personal financial planning.
• A self-driven, innovative individual who is excited to work hard to become successful.
• Needs to have own car & drivers’ licence.
• Needs to be fully literate on MS Office 360.

What We Offer:
• Mentorship and guidance from seasoned professionals in the industry
• Opportunities for professional development and career advancement
• A collaborative and innovative work environment
• Salary ranges between R10 000.00 – R12 500.00 with performance-based incentives

How to Apply:
Submit your resume (CV), along with a cover letter outlining why you're the brightest mind for this role. Be sure to highlight your work experience, academic achievements, extracurricular activities, and any relevant experiences that demonstrate your commitment to excellence.
Email to: [email protected]

Kicking off the new year with a Bang! Happy 2024 everyone!! Lets get planning!
08/01/2024

Kicking off the new year with a Bang! Happy 2024 everyone!! Lets get planning!

Closing off the 2023 year to open new and better opportunities in 2024! We celebrate an awesome year end and special tha...
20/12/2023

Closing off the 2023 year to open new and better opportunities in 2024!

We celebrate an awesome year end and special thanks to our fantastic clients for all the support and trust!

Our office is closed till 8th January.

See you all in the new year!!


Address

119 Villiers Road
Port Elizabeth
6200

Opening Hours

Monday 08:00 - 17:00
Tuesday 08:00 - 17:00
Wednesday 08:00 - 17:00
Thursday 08:00 - 17:00
Friday 08:00 - 17:00

Telephone

+27724499508

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