The home of financial planning

Who Are We

We are financial planning advisors. Since 2008, our undivided focus has been provision of professional, unbiased, private financial planning, and investment advice.

Our Mission

We provide the kind of financial planning advice that helps families to build generational wealth.

What We Do

  • Financial Planning
  • Portfolio Recommendation
  • Industry Partnerships
  • Financial Insights

Our Approach

01.

Discover

Tell us about yourself, your plans, and your financial goals.

02.

Fact Find

We ask you what else we need to know.

03.

Solution

We present our financial planning recommendations.

04.

Implementation

We help you to implement our financial planning recommendations.

05.

Review

We review your progress periodically to help you stay on track.

Why Choose Us?

Our experience in the global financial markets is 15 years and counting.

We are independent financial planning advisers. Our financial planning advice is not tied to any particular product provider. This means that we can match your financial planning needs with the best financial product in the market. 

We scout global financial markets for world-class financial solutions for our clients.

We offer holistic financial planning advice. Our advice spans across financial markets and insurance. 

We have embraced technology to put financial planning at your fingertips.

Our undivided focus is on providing professional, unbiased, and private financial planning and investment advice.

Would you like to do your financial planning with us?

Call us or email us

+254 202102481

[email protected]