Professional Financial Services
We provide trusted financial solutions designed for Individuals, Businesses, Companies, and Chamas — helping you save, invest, and grow with confidence.
FREE PACKAGE
- • Savings Accounts.
- • Retirement || Pension Planning
- • Setting up an Emergency fund || MMFs
- • Setting up Sinking funds
- • Generational wealth || Trust fund
- • Child Education fund
- •NSSF Tier II
- • Pension Schemes || Annuities
- • All insurance solutions, medical, motor, etc...
PERSONAL FINANCIAL ADVISOR
- • Budgeting
- • Goals setting
- • Debt management
- • Mapping your financial freedom journey
- • Wealth creation || Passive income
- •Build an investment portfolio
- • Bonds,stocks,REITS,special Funds
FINANCIAL ACCOUNTABILITY PARTNER
- • 90mins session
- • Structured Money Check-Ins
- • Goal Tracking & Action Accountability
- • Budget Reviews
- • Financial Habit & Behaviour Support
- • Savings, Investment & Debt Review.
- • Real-Life Financial Decision Support
- • Consistent Guidance & Support
- • Available in physical and online session.
BASIC PACKAGE
- • One comprehensive session
- • 2 hrs session
- • Budgeting, Goal setting, Debt management
- • Financial freedom journey mapping
- • Wealth creation & Passive income strategies
- • Available online and physical
PREMIUM PACKAGE
- • 3 comprehensive sessions
- • 2 hrs per sessions
- • All basic package features
- • Advanced wealth creation strategies
- • Ongoing financial accountability
- • Priority support & follow-ups
- • Available in physical and online session.
MONTHLY SESSIONS
QUARTERLY PACKAGE
After every 3 months
HALF YEARLY
After every 6 months
Business Packages
Comprehensive financial consulting for businesses.
BASIC PACKAGE
- • Business plan review
- • Books of account review
- • SWOT analysis
- • New business model recommendations
- • Available online and physical
KSH 11,500
PREMIUM PACKAGE
- • 3 comprehensive sessions
- • Business plan review & structuring
- • Complete books of account setup
- • SWOT analysis & implementation
- • Business model recommendations
- • Goal setting & target planning
- • 1 FREE accountability session
KSH 29,000
Corporate Financial Solutions
Enterprise-level financial planning and employee wellness programs.
FREE PACKAGE
- • Employee financial wellness programs
- • Corporate retirement plan consulting
- • Insurance consulting
- • Risk management & asset protection
- • Employee benefits package design
- • Available online and physical
Select Package
PREMIUM PACKAGE
- • Executive financial planning
- • Business succession planning
- • Investment management for corporate funds
- • Mergers & acquisitions financial advisory
- • Tax planning strategy (with accountants)
- • Available online and physical
KSH 45,000
Chama Package
Specialized financial guidance for investment groups and chamas.
- • One session
- • Discovery session
- • Goal setting session
- • Money personalities exercise
- • Aligning your goals with available investments
- • Credit options
Kindly note this is an online session and an additional facilitation fee applies for physical sessions.
Pricing Structure
10,000 KSH for groups less than 5 | 2,000 KSH per person for groups above 5