Dignified
Outcomes
We help create cash assets that
deliver dignity
for all.
We are
Pension and investment products Specialists
We fact-finding and make recommendations on cash assets.
PENSION CONSULTING
sound advice from experts on pension and investment products.
We help you select and customize lifetime income streams by guiding you in selecting the best vehicles in the market. We make our recommendations purely on available research. We delight in enabling our clients enjoy smooth transition into retirement.
ESTATE CREATION
What cash asset will you leave your loved ones?
Fact: As a breadwinner, you provide for your dependents both in life and in death. You can create an estate using life insurance to give your dependents a love gift.
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VALUABLE BENEFITS
Get Answers And Advice From Experts
When it comes to financial planning, all decisions are important. You may be uncertain as to whether the decision you are making is the correct one.
We help you transition into a dignified retirement.
For professionals, we walk you through how to set up and manage your pension, and other financial investments, which will give you the same quality of life that you currently have.
WHY CHOOSE US
We are professionals with decades of industry experience.
We have intricate knowledge about Kenyan Pension landscape and of the laws, regulations and policies around pensions in Kenya.
Combined Years Of Experience
Active Clients
Billion Portfolio
PRODUCT ONE
Annuities and Income Drawdowns
An annuity is a series of payments made at equal intervals, for our case, after retirement. These basically act as a "salary" after one retires. We can help you choose the best, set up and manage this product.
PRODUCT TWO
Micro Medical Cover
This cover enables informal workers pay a daily contribution to purchase medical cover for their families. This gives one the peace of mind to work their trade with the knowledge that their health and that of their loved ones is safeguarded.
PRODUCT THREE
Group Personal Accident
Provides compensation to the insured for physical and visible body injury caused in an accident. It also covers injuries that result in the death or disablement of an insured.
HOW DO WE WORK?
We partner with state parastatal retirement benefits schemes as a their agents.
1
Contact us to book a 28 minutes discovery session.
We review our clients Investment Policy Statements (IPS) to ensure that they align with the prevailing market conditions. We then offer advice of ways in which the Scheme Trustees can meet and exceed their mandates on investments.
2
Meet With Us To Analyze Where
You Stand
In this meeting we determine your risk and financial position. It takes 2 -3 hours.
3
Monitor and Manage Your
Risk and Finances
We monitor your risk exposure and the performance of your financial instrument. We inform you if there is any action that you may need to take.
WE SPECIALIZE IN PENSIONS AND INVESTMENT SOLUTIONS
Whom Do We Work With?
We work with state parastatals pension scheme trustees to maximize on growth of the scheme assets in line with their mandates from the members.
We are trusted by many
We have worked with hundreds of clients over the years. Here are what some of them had to say about us: