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:

  1. We are likely to be on pension for as long as we have worked
  2. We are likely to get a critical illness during our lifetime

OUR HISTORY A look at the FWC timeline

OUR PEOPLE Meet Our Team

Kenny Meiring

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

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

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

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

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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