Our Services

Comprehensive Financial Solutions for Your Success

Personal Financial Planning

Our comprehensive personal financial planning services help individuals build wealth, secure their future, and achieve their financial dreams. We take a holistic approach to your financial well-being, considering all aspects of your financial life.

What we offer:

  • Retirement planning and pension optimization
  • Investment portfolio design and management
  • Tax planning and optimization strategies
  • Insurance needs analysis and recommendations
  • Estate planning and wealth transfer
  • Debt management and financial education

We work with clients at all stages of life, from young professionals just starting their careers to retirees looking to preserve and grow their wealth. Our personalized approach ensures that your financial plan aligns with your unique goals, values, and circumstances.

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Business Growth Consulting

We help businesses of all sizes scale and grow through strategic financial planning, operational optimization, and access to capital. Our business consulting services are designed to address the unique challenges faced by Kenyan businesses in today's competitive market.

Our business services include:

  • Business strategy development and implementation
  • Financial modeling and forecasting
  • Capital raising and investor relations
  • Business valuation and M&A advisory
  • Operational efficiency optimization
  • Risk management and compliance

Whether you're a startup looking for seed funding, an SME seeking expansion capital, or an established business planning an exit strategy, our team has the expertise to guide you through every step of your growth journey.

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We've helped over 500 businesses across Kenya achieve sustainable growth and increase their market value by an average of 300% within 3 years.

Investment Management

Our investment management services combine local market expertise with global best practices to help you build and maintain a diversified portfolio that maximizes returns while managing risk effectively.

Investment solutions we provide:

  • Global and local equity investments
  • Real estate investment opportunities
  • Fixed income and bond portfolios
  • Alternative investments (commodities, private equity)
  • Digital assets and fintech investments
  • ESG and sustainable investing options

We offer both discretionary and advisory investment management services, allowing you to choose the level of involvement that suits your preferences. Our investment team continuously monitors market conditions and adjusts portfolios to optimize performance and manage risk.

Our track record speaks for itself - we've consistently outperformed market benchmarks while maintaining conservative risk management practices that protect our clients' capital.

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Tax & Compliance Services

Navigating Kenya's complex tax environment can be challenging for both individuals and businesses. Our tax and compliance services help you minimize your tax burden while ensuring full compliance with all applicable laws and regulations.

Our tax services include:

  • Tax planning and optimization strategies
  • Personal and corporate tax preparation
  • Tax audit support and representation
  • International tax planning and compliance
  • Tax dispute resolution and appeals
  • Regulatory compliance and reporting

Our team of certified tax professionals stays current with all changes in Kenyan tax law and international tax treaties. We work proactively to identify tax-saving opportunities and ensure that our clients benefit from all available deductions, credits, and exemptions.

For businesses, we also provide comprehensive compliance services including VAT registration and filing, payroll tax management, and statutory reporting requirements.

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Our clients save an average of 25% on their tax burden through our strategic planning and optimization services while maintaining full compliance with all regulations.

Service Packages

Choose the package that best fits your needs and budget

Starter

(KES 15,000/month)

  • Basic Financial Planning
  • Investment Advisory
  • Quarterly Reviews
  • Tax Planning
  • Email Support
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Professional

(KES 35,000/month)

  • All Starter Features
  • Portfolio Management
  • Monthly Reviews
  • Business Consulting
  • Priority Support
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Enterprise

(KES 75,000/month)

  • All Professional Features
  • Dedicated Advisor
  • Weekly Updates
  • Custom Solutions
  • 24/7 Support
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Ready to Transform Your Financial Future?

Schedule a free consultation to discuss your financial goals and discover how our services can help you achieve them.

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