I began to try to find work with employers teaching their employees to understand enough about their financial planning to do it themselves. Financial advisors are so conflicted that their planning skills are often corrupted by their need to sell to earn money. They also have no interest in people who do not have substantial disposable income. So the idea of providing independent unconflicted education drove me to purue this direction.
I have developed my own financial models which again were not created to sell products but to help people understand the consequences of investing in some of the currently available products which are unnecessarily complicated.
2000 to 2005 saw me host my own radio show on Radio Today on financial issues and I have written for the Sunday Times, Business Day, Pensions World Magazine, Today’s Trustee Magazine and Plus 50 Magazine.
My vision is to empower people who are exploited because of their lack of knowledge of the basics of financial planning. To help them take control of their own retirement planning and to understand that many of the financial advisors know less than they do about the mechanics of finance but blind them with jargon.
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.
More on the Planning Retirement team
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
WILL YOU STILL NEED ME, WILL YOU STILL FEED ME, WHEN I’M 64? ~ Beatles – Sgt Pepper Album Read More..
Ducks in a row Read More..
How much can you invest in retirement funds by way of tax-deductible contributions? Read More..