Most people are so poorly informed about retiring that they often make poor decisions with their hard earned money when they retire.
Planning Retirement educates and coaches people before, during and after retirement. We arm them with plans, facts and tools so that they are empowered to deal with financial service providers from a position of enhanced knowledge. They may also use our continuous monitoring programme to ensure that they make good and consistent progress toward their goals.
We are A BB-BBEE Level 4 rated company.
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Dave Crawford was retrenched in 1989 and watched 800 people go through agony because of a complete lack of understanding of what they should do with their retirement benefits
Our team is made up of experienced, financial planning professionals : Dave. Crawford CFP; Cliff Barnes CFP; Mike Byron CFP BA LLB Admitted Advocate; Wilber Nomvete; Bheki Phakati.
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Our mission is to help people in South Africa take control of their retirement planning and understand the mechanics of finance, so that they are empowered and not blinded with jargon.
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PO Box 652
011 465 7940
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