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It is time to get your finances sorted

I can help you get on top of your financial planning

At the end of our meeting you will know:

  • If your retirement funds are invested in the right portfolios
  • Where you should be investing any money
  • If there are any gaps in your personal cover

If you haven’t seen your broker in years, give me a call to see if you are on track.

I do not charge for my services but am paid the standard commission from any product supplier whose products I recommend.  You are under no obligation to take any product and I do not engage in hard sell techniques.

I am a Certified Financial Planner and am registered with the FSCA.  I have over 30 years’ experience in financial services, hold an MBA and have studied Financial Mathematics through the Institute of Actuaries in London

Contact me on 082 856 0348 or by email at Kenny@financialwellnesscoach.co.za