Joe Chetty is a seasoned Lifestyle Financial Planner, Coach and Benefits Counsellor who lives by the philosophy “GIVE A MAN A FISH YOU FEED HIM FOR A DAY, TEACH A MAN TO FISH YOU FEED HIM FOR A LIFETIME.”
He believes that the financial education of his clients is as important as the financial advice he gives. Being his clients first point of contact regarding any matters affecting their personal financial position, is his goal. Whilst caring for his clients over the past 26 years, His focus has always been on encouraging them to make their financial goals a reality.
His mission is to empower lives with smart financial choice and in doing so create happy families. Joe seeks to educate and coach his clients into financial freedom rather than just solving a financial need.
Joe is the Founder and Managing member of MONEYDOC Financial Planning and Coaching which is a registered financial planning practice.
Joe holds a post graduate diploma in Financial Planning through the University of the Orange Free State and he holds the designation of “Certified Financial Planner (CFP®)”. He is a member of the Financial Planning Institute of South Africa (FPI) and also a Registered Tax Practitioner.
Joe has taken particular interest in government employees and specialises in GEPF matters. For many moving from a long and illustrious career into retirement can be stressful, nerve-racking and sometimes even traumatic. This is the reason Joe is committed to assisting retirees make this transition a smooth and stress-free one.
As the Founder of MONEYDOC Financial Planning and Coaching, he extends his influence through the School of Savings South Africa, a SETA-accredited financial life skills training company.
The PENNYWI$E Money Management programme that he has written and developed is a money empowerment solution designed to provide practical skills that one can implement in their daily lives enforcing good money habits.
