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Private Wealth
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Budget & Cashflow Management, Debt restructuring Management, Saving planning and Goal setting, Emergency Fund , Sinking Fund
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Structured Travel Budget, Wedding & Event Planning, Major Purchase Planning, Plan for Vehicle, Land & Business Capital
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Investment Advisory Services
Money Market Fund (MMF), Unit Trusts (Equities, balanced funds), Fixed Income, Government Securities (Bonds, Bills)
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Special Funds, Digital Assets, Global or Offshore Opportunities, Diaspora Advisory
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REITs, Home Ownership, Rental Properties, Airbnb, Property Flipping, Real Estate Development & Leasing
Portfolio Management
Asset Allocation, Portfolio Reviews, Discretionary Fund Management
Family & Legacy Planning
Estate Administration, Estate Succession & Planning, Trust Funds, Inheritance
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Protection Planning
Insurance Needs, Life, Health, Income Protection, Asset Protection
Retirement Planning
Personalized Plannings
Individual Pension Plans, Annuities, Income Draw Down Plans
Corporate Solutions
NSSF Tier 2 Contracting Out, Umbrella Schemes, Provident Funds, Occupational Schemes, Segregated Funds
Corporate Advisory
Corporate Financial Wellness
Cashflow Management, Investment, Debt, Capital Raising
Chama & Group Advisory
Chama/Investment Group Investing, Retirement Education, Portfolio & Debt
SMEs Financial Advisory
Smart finance for sustainable business growth.
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