


CRS - Retirement & Estate Services
Financial Services • Brakpan, Gauteng, South Africa • 1-10 Employees
Company overview
| Headquarters | Block B Bradford House, 12 Bradford Road, Bedfordview, Gauteng 2007, ZA |
| Phone number | +27870042099 |
| Website | |
| NAICS | 52 |
| SIC | 641 |
| Keywords | Investment Planning, Cash Flow Management, Risk Analysis, Retirement Planning, Financial Planning, Client Services, Bespoke Solutions, Interpersonal Relationships, Retirement Coaching, Investment Coaching, Individual Service |
| Founded | 1973 |
| Employees | 1-10 |
| Socials |
Key Contact at CRS - Retirement & Estate Services
Angela Saltas
CERTIFIED FINANCIAL PLANNER®, Director and Owner of Corporate Retirement Services, FSP82
CRS - Retirement & Estate Services Email Formats
CRS - Retirement & Estate Services uses 1 email format. The most common is {first initial} (e.g., j@retirementservices.co.za), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@retirementservices.co.za | 100% |
About CRS - Retirement & Estate Services
CRS - Retirement & Estate Services is involved in creating, monitoring and maintaining holistic financial planning solutions for individual and corporate clients according to their needs and means. Constant research and analysis ensures that solutions are appropriate both to client requirements as well as to the ruling economic environment. Our excellent support staff ensure that the service offered is professional, efficient and comprehensive. Our Estate and Trust Management services enable the formulation of thorough and appropriate Estate Plans that are more than a few simple documents. An Estate Plan is a vital structure to ensure that your family is well cared for - both financially and practically. The death of a loved one is stressful without the added concern of financial support and the administrative issues of dealing with practical matters. The skills of our planners as Professional Business Coaches are employed to reinforce the belief that the client’s finances should support your goals rather than being a goal in itself. Through the use of coaching practices, clients are encouraged to identify their life goals so that the Financial Plan can be developed in support thereof. Specialties: CRS concentrates on long-term personal financial planning with a bias towards retirement and investment planning.
CRS - Retirement & Estate Services revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
CRS - Retirement & Estate Services has never raised funding before.
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