We create paths to your financial success, without sacrificing your
Debt Management Training
We offer debt management training for both corporates and groups of individuals.
Cash and Credit Coaching
If you struggle to manage your money and wonder where your savings disappear to each month,
fear not! Our comprehensive program will put you back into the driving seat, using high
impact tracking and reporting technology teamed with expert advice. We’ll help you get your
finances on track, so you can achieve your goals, plan for the futureand say hello to a
happier, healthier life where YOU are in control.
Finance and Loan Structuring
We offer loan structuring advice, refinancing and consolidation advice, assistance with home
owners’ grants, finance offerings, and leasing and insurance for equipment and motor
We’ll sit down with you and advise you on the correct policy, and manage the entire process
so that your family, your business and investments are securely protected for whatever life
throws at you. In the event of a claim, we will help remove the financial burden at an often
stressful time. We will allow you to focus on what is important, making a full recovery..
Our investment team is qualified and accredited to provide direct investment portfolio
advice. We get the highly complex nature of investment markets, and are able to tailor a
specific portfolio of investments to your specific needs and objectives. We will tell it to
you straight with the right steps if you’re ready to invest a little or a lot. We’ll make
sure our advice matches your investment and lifestyle objectives too
Personal Financial Planning
A financial plan is a roadmap that bridges the gap between what you have and what you want.
Our well developed process will create an individual financial plan for you that reflects
your own needs, so you can sit back, relax and let us set you up for life.
Association of Kenya Nurses
St. Paul's Church Youth Group
Grassroots Women Groups, CDF Staff, Constituency Office Staff (Westlands Constituency)
Tutti Construction Workers
Tika Farm Workers
Rainbow Room Foudation - Nalondo Township
Ministry of Defence - Finance
You are one step away from financial freedom. Act Now.