Our team have the technical and financial skills to get people on the right track so that they can take control of their own financial planning.
Dave Crawford CFP®
Dave started doing employee retirement education in 1993. He is a Certified Financial Planning Professional in good standing and has been one since 1986. Dave worked at L&GV as a broker consultant, technical trainer, and strategic planning manager from 1980 to 1989. After being retrenched in 1989 he began to try and provide an independent education service for retirement fund members that suffered from no conflicts of interest. He had a radio show “Aspects of Liberty” on Radio Today from 2004 to 2008 and has written for most newspapers and Today’s Trustee magazine. He is a member of the Institute of Retirement Funders Trusteeship and Education committee. Teach individuals how to get their retirement planning right so that they can manage the process remains his passion.
Cliff Barnes CFP®
Cliff started doing employee retirement education in 1986 while with Southern Life and has returned to it in every way possible in the intervening years. He is a Certified Financial Planning Professional in good standing as well. Cliff is a qualified SAQA assessor and facilitator and works with us on a contract basis.
Beki spends a lot of time tracing beneficiaries for pension and provident funds. He comes with a long history in pensions having worked for both Old Mutual and NBC. He has worked with us since 2004.
Mike Byron BA LLb admitted Advocate CFP®
Mike works as a university lecturer in Natal and helps us in that province. He is a Certified Financial Planning Professional in good standing as well. Mike is also a SAQA rated Assessor and Facilitator and came to retirement education from a very distinguished career at Sanlam. He runs the Natal Retirement Council and works with us in partnership.
Wilber is based in Natal with Mike and is enormously experienced in debt education as well as preparing for retirement. He has been working with us since 2004.
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 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.
More on retirement counselling and education services
PO Box 652
011 465 7940
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