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
The Financial Wellness Coach provides financial planning advice and education.
We implement and manage financial plans for individuals.
We are completely independent and are part of the larger Succession Financial Planning Group who support us with compliance, professional indemnity cover and getting bulk discounts on fees.
OUR HISTORY A look at the FWC timeline
2004
Financial Wellness Coach is started by Kenny and Susan Meiring.
2012
FWC starts focusing on retirement planning and income services.
2021
The FWC expands, adding 4 more team members and additional services.
2023
FWC moves into the financial wellbeing talks and webinars space.
OUR PEOPLE Meet Our Team
Kenny Meiring
Investment, Retirement and Estate Planning specialist
Kenny Meiring is not just a specialist in investment, retirement, and estate planning; he is a beacon of hope for those navigating the often complex world of finance. With a deep-rooted passion for financial empowerment, Kenny has dedicated his career to demystifying the intricacies of financial planning, making it accessible and manageable for everyone.
Susan Meiring
Risk, Tax and Medical aid specialist
With a wealth of knowledge in risk management, taxation, and medical aid, Susan Meiring stands as a trusted guide in navigating the often perplexing maze of financial decisions. Her commitment to fostering financial wellness is evident in her personalized approach, where she not only addresses immediate concerns but also crafts long-term strategies tailored to individual needs.
ACHIEVEMENTS Our expertise spans multiple decades
Clients Served
We have successfully coached over 10,000 clients, guiding them towards financial wellness.
Workshops Conducted
Our team has conducted more than 500 workshops and seminars, educating communities on financial management.
ACCREDITATION Who are we registered with?
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
FOLLOW US ON SOCIAL MEDIA
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!