Craig Yeats - Cfp Email & Phone Number

Cape Town, Wc, Za

Kenilworth, Cape Town, Za

Braamfontein, Gauteng, Za

Braamfontein, Gauteng, Za

Braamfontein, Gauteng, Za

Johannesburg, Gauteng, Za

The FPI’s Certified Financial Planners member’s mission is to advance and promote the pre-eminence and status of financial planning professionals, while at all times acting in the best interests of the industry and clients whom the financial planner serves by Improving the quality and accessibility of professional financial planning for all in Southern Africa.The Certified Financial Planner must use the FPI process of determining whether and how an individual can meet life goals through the proper management of financial resources. Financial planning integrates the financial planning process with the financial planning subject areas. In determining whether the professional member is providing financial planning or material elements of the financial planning process, issues that may be considered include, but are not limited to:• The client’s understanding and intent in engaging the professional member.• The degree to which multiple financial planning subject areas are involved.• The comprehensiveness of data collection.• The extent of the recommendations.Financial planning may take place even if the elements are not provided to a client simultaneously, are delivered over a period of time, or are delivered as distinct subject areas. It is not necessary to provide a written financial plan to engage in financial planning.

Johannesburg, Za

Kenilworth, Cape Town, Za

At Enriching Life, our purpose is to Enrich the Lives and Fulfil the Dreams of our Employees, our Consultants, our Clients as well as the charity we support, “Reach for a Dream.” Enriching Life is a Liberty affiliated company, started in 1996. Since then Enriching Life has won numerous awards and accolades within the group.At Enriching Life, we strive to become the industry's leading full service Wealth Creation and Wealth Management Company through hard work and by building strong mutually beneficial relationships with our clients, as well as focusing on our unique approach to marketing.As a Certified Financial Planner (CFP) I am one of only 4 600 CFP's (and only 2800 active) out of over 123 000 financial intermediaries in South Africa.I attended Million Dollar Round Table (MDRT) in 2013 which is recognized internationally as The Premier Association of Financial Professionals®. MDRT membership is recognized internationally as the standard of excellence in the financial services industry.I therefore bring the right knowledge, expertise and guidance to identify and help you and your family to achieve your specific lifestyle goals. It means you'll also be partnered with a qualified professional certified financial planner (CFP) who's committed to helping you realize your financial objectives over the long term and who is part of a team of elite financial planners who constantly work together to build on the synergy of a number of CFP's at Enriching Life to ensure you are safeguarding your financial plan over the long term no matter if I am there or not.If owning your life is important to you so that you are able to have the freedom to make the choices of your dreams, then Enriching Life is the company you need to partner with. Feel free to contact me for any financial advice as well as career opportunities.

Cfp, Financial Planning

Public Speaking

Business Mastery

H Dip Tax, Tax Law

Pgdm, Business Management (Marketing)

Bcom, Business Management (Marketing)

Education record