I was retrenched in 1989 and watched 800 people go through agony because they didn’t know what they should do with their retirement benefits, and how to plan their finances for the future.
As a result I set out to teach people how to understand retirement preparation in both normal and retrenchment conditions. It took from 1989 to about mid 2007 for my ideas to gain any traction but now the idea of impartial education of this nature without any conflicts of interest has been written into legislation.
In the process I developed my own financial modelling tools to enable people to keep track of the promises they were made. I had started out with a diploma in agriculture from Elsenburg Agricultural College, part of Stellenbosch University, and farmed for a few years before starting in financial services. This taught me that “The eye of the master fattens the beast.” All our training is to help you understand what is happening with your investments so that keeping a regular eye on them can be easy and rewarding.
Our team is made up of experienced, financial planning professionals : Dave Crawford CFP; Dave Steel; Cliff Barnes CFP; Mike Byron CFP BA LLB Admitted Advocate; Wilber Nomvete; Bheki Phakati.
More on the Planning Retirement team
Our mission is to teach people in South Africa how to create a better retirement for themselves.
More on retirement counselling and education services
PO Box 652
011 465 7940
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