Craig believes that the key to financial freedom lies with Chartered Wealth Solutions’ RetiremeantTM Planning process. RetiremeantTM Planning is about envisaging the life you really want to live and then making sure you merge your money to that life.
“Money, after all, should be your servant, not your master,” he says, whether you are planning for, nearing, or in retirement. Craig heads up the Wealth Creation Team and looks after clients who are not yet ready to retire and are still in the process of building their wealth for their Retiremeant™.
Craig obtained his post graduate diploma in financial planning and is a CERTIFIED FINANCIAL PLANNER® professional. He has been in the Financial Planning industry since 2010 and is a member of the Financial Planning Institute.
Craig is tenacious, sincere and competitive. He is passionate about holistic financial planning, sport and his family. He is married to Lientjie and they have two children, Tristan and Kaylee.
Chartered Wealth Solutions is an authorised financial services provider
(FSP no. 13909)