Comprehensive Financial Solutions for Your Success
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:
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.
Get StartedWe 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:
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.
Learn MoreWe've helped over 500 businesses across Kenya achieve sustainable growth and increase their market value by an average of 300% within 3 years.
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:
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.
Explore InvestmentsNavigating 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:
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.
Get Tax AdviceOur clients save an average of 25% on their tax burden through our strategic planning and optimization services while maintaining full compliance with all regulations.
Choose the package that best fits your needs and budget
Starter
(KES 15,000/month)
Professional
(KES 35,000/month)
Enterprise
(KES 75,000/month)
Schedule a free consultation to discuss your financial goals and discover how our services can help you achieve them.
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