I help people deal with the financial side of important changes – these would include retrenchment, retirement, death or illness.
People facing these challenges need to make important financial decisions. They need someone wise, experienced and ethical.
If you or any of your staff are facing retrenchment, speak to me. I can help you maximise your after tax pay out and manage your cashflow during this unsettling stage.
I can do this on a one on one basis or to groups. I am fully set up to run these sessions remotely
I hold an MBA and am a Certified Financial Planner with over 30 years financial industry experience.
In addition to the retrenchment counselling, I help people understand the often bewildering world of investments, retirement and life insurance by doing the following
• Talks employees or groups about basic financial planning
o How to budget
o How to get out of debt
o How to protect you and your family if you cannot earn
o What are the biggest investment mistakes and how to avoid them
o 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
Here I 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
• Individual financial advice
I am a registered and certified financial planner and provide one on one financial counselling and advice. I can do this on a fee or on a commission basis.
Company Details
- Employees
- 3
- Founded
- -
- Address
- Cape Town, Western Cape 7550, Za
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- financialwellnesscoach.co.za
- Keywords
- financial services, trustees, pensions, training, HR, retirement, benefits counselling, retirement benefits counselling, Retrenchment, investments, medical aid.
- HQ
- Cape Town, Western Cape
- Competitors
- Succession Financial Planning, Kula Partners South Africa, Lyra Southern Africa, AlphaWealth, StarShield Technologies Pvt Ltd, Insurance & Investment Shop Brokers CC, Secure My Future, Financial Recovery Group (FRG), Lion of Africa Life Assurance Company Limited, Financial Women in Texas (FWIT).
Financial Wellness Coach Questions
Financial Wellness Coach's website is financialwellnesscoach.co.za
Financial Wellness Coach's LinkedIn profile is https://za.linkedin.com/company/financial-wellness-coach
Financial Wellness Coach has
3 employees.
View email and phone details for 3
employees at Financial Wellness Coach.
Financial Wellness Coach's industry is
Financial Services
Financial Wellness Coach's top competitors are
Succession Financial Planning,
Kula Partners South Africa,
Lyra Southern Africa,
Alphawealth,
Starshield Technologies Pvt Ltd,
Insurance & Investment Shop Brokers Cc,
Secure My Future,
Financial Recovery Group (Frg),
Lion Of Africa Life Assurance Company Limited,
Financial Women In Texas (Fwit).
Financial Wellness Coach's categories are Financial Services
Financial Wellness Coach's founding year is 2019
