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What we do

We help people deal with the financial side of important changes – these would include:

  • retrenchment
  • retirement
  • death
  • illness

People facing these challenges need to make important financial decisions.

They need someone wise, experienced and ethical.

We are fully set up to help you remotely.

In addition to the specific counseling, we help people understand the often bewildering world of investments, retirement and life insurance by doing the following.

  • Individual financial advice

Kenny is a registered and certified financial planner and is licensed to provide one on one financial counseling and advice.

  • Talks and workshops to employees or groups about basic financial planning

We offer talks and workshops to groups and companies on various aspects of financial planning.

We can cover areas like:

  • How to budget.
  • How to get out of debt.
  • How to protect you and your family if you cannot earn.
  • What are the biggest investment mistakes and how to avoid them.
  • How much money will you need to live when you stop working.

These can be tailored to meet the needs and benefits offered by specific companies.

  • Benefit counselling to members of retirement funds

We unpack the benefits offered by a retirement fund and help the members make the right decisions. Getting a person into the right investment portfolio at the right time can have a massive effect on their overall quality of life.

Kenny holds an MBA and is Certified Financial Planner with over 30 years financial industry experience. You will be dealing with someone who is experienced, licensed, knowledgeable and ethical.