the history of financial wellness coach
About Us
Our passion for empowering individuals has driven us to create impactful solutions that foster financial literacy and well-being.
WHAT WE DO The Story of Financial Wellness Coach
After spending many years as an executive in the financial services industry, Kenny noticed two specific needs both caused by us living longer:
- We are likely to be on pension for as long as we have worked
- We are likely to get a critical illness during our lifetime
OUR HISTORY A look at the FWC timeline
Retirement
Kenny set up the FWC to provide retirement counseling to members of retirement funds as well as individual retirement counseling.
Critical Illness
Susan co-founded FWC to ensure that people have the right medical aids in place and that the financial risk of them getting a critical illness is removed.
SFP
We partnered with SFP to provide us with compliance support and wholesale pricing on administration and investments, making our pricing competitive.
Daily Maverick
During lockdown, the Daily Maverick 168 approached Kenny to write a weekly column on personal finance, which soon became extremely popular.
OUR PEOPLE Meet Our Team
Kenny Meiring
MBA CFP
Kenny specialises in helping people with their retirement and estate planning and has run courses on these topics at the Universities of Cape Town and Pretoria. He is one of a handful of people in the country to hold both life and pensions fellowships from the Institute of Life and Pensions Advisers. This enables him to offer top quality advice on retirement.
Kenny also passed the financial mathematics course offered by the Institute of Actuaries in London and holds an MBA from the University of Stellenbosch. He loves explaining complicated financial concepts in plain and understandable English and is the personal finance columnist fir the Daily Maverick.
Susan Meiring
Founder and director of the Financial Wellness Coach
Susan looks after the risk, medical aid and income tax side of the practice. She holds a degree in Wealth Management and has more than 30 years’ experience.
Susan’s also manages all our claims and is very tenacious when it comes to getting problems sorted out
Jonty Meiring MBA
Alternate director of the Financial Wellness Coach
Jonty holds a B Comm as well as an MBA from Stellenbosch University. He is a registered financial planner and has passed all the regulatory exams.
Kyle Teixeira
Paraplanner
Kyle is a registered financial planner and joined the company as a paraplanner. When he is not crunching numbers for us, he is winning music quizzes – you can see him here
Henda Kotze
Office Manager
Henda is our office manager and ensures that all our cases are issued quickly and correctly. She is ruthless in ensuring that the companies meet their agreed turnaround times.
STRUCTURE How we all fit together
The Financial Wellness Coach is a company that provides financial advice and education. It was founded by Kenny and Susan Meiring who are both registered financial planners. We found it to be a lot more cost effective to partner with the larger operation in order to Manage our compliance and professional indemnity cover. An added advantage here is that we also get wholesale pricing on investments. We chose Succession Financial Planning (SFP) as the company to partner with.
SFP is the second biggest independent brokerage in the country, and we chose them as they allow us to be completely independent. SFP is a licensed financial service provider their number is 41158. You can confirm their registration on the FSCA website. Kenny is a Certified Financial Planner and is bound by the code of conduct of the Financial Planning Institute.
The CERTIFIED FINANCIAL PLANNER® professional designation is internationally recognised as the standard for financial planning professionals which sets them apart. It gives you confidence that the financial planner you are dealing with is suitably qualified to give trusted advise to assist them with their varied financial planning needs. Consumers are assured that a CFP® professional remains up to date with developments in their profession to better serve the needs of their clients.
PARTNERS Who we work with
PUBLICATIONS Where we have been featured
CONTACT Get in touch with us today
CONTACT DETAILS
17 Stepping Stones Road, Everglen, Cape Town, Western Cape, 7550, South Africa
+27 82 856 0348
kenny@financialwellnesscoach.co.za
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We post a variety of useful finance related content on multiple channels. From our weekly Daily Maverick post, to weekly social media posts in our Facebook Group, join our community and make your finances Future-Fit!