We help create cash assets that
enhance dignity
for our clients.

We are
Group Life and Pension Specialists

We fact-finding and make recommendations on cash assets.
Get Organised!

We help you execute an initial check of where you are financially and your current risk.

Establish Targets

Assuming you wish to retain your current quality of life, we work with you to set these financial targets in a series of personalized meetings.

Secure Growth

We recommend risk underwriters and fund managers that are tested, tried and true.


Excellent advice from experts on pension products.

We help you demystify pension terms such as Income Draw Downs, Annuities and Guarantee Periods. We take away the doubt and help you transition smoothly into retirement.

We also offer a robust pension administration system.


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.


Get Answers And Advice From Experts

When it comes to financial planning, all decisions are import. You may be uncertain as to whether the decision you are making is the correct one.

We are Financial Experts

Since we are industry experts, we have the information and insight to help you make the correct decision.

Tailor-made Solutions

We treat all our customers as unique and we offer them options as per their circumstance. We take away the burden and pain of being unsure.

One on One

As a growing company, we can afford to give all our customers personalized attention to totally understand what they need to achieve.

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.

Make informed, Timely Decisions.

We make it easier for you to make decisions when it comes your finances as we will give up to-to-date information backed by our professional advice.

Securely Earn More Money

Different fund managers give different returns, and, some are better than others. We help you make the right personal decision for your pension.

Solve Pension Issues

Most professionals may have worked for different organizations meaning their pension may not be consolidated. We help with transfers and performance monitoring.


We are professionals with integrity.

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


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.


Group Funeral Cover

Also known as Last Expense cover. This cover helps your family cater for your funeral expenses in the event of death.


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.


We Offer Our Clients A Pain-Free
Process To Address Your Needs


Make A Commitment
To Begin

We give our clients a glimpse of what we can achieve with them. Once our clients make a commitment, we can begin on the journey to a secure financial future.


Meet With Us To Analyze Where
You Stand

In this meeting we determine your risk and financial position. It takes 2 -3 hours.


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.


Whom Do We Work With?

We generally work with anybody who is committed to setting up or managing their pension schemes. The following groups are best placed to maximize on the services that we offer.

It is never too late to start. We answer questions like, “How do I start?”, “What do I need to know to begin?”. We also help you with utilizing additional voluntary contributions (AVC) for tax planning
We help you close the back door and prevent leaks after quoting for Annuities and/or Income Drawdowns.
We source for the most competitive quotes for annuities or income draw downs. We also advise on selection of guarantee periods.

We are trusted by many

We have worked with thousands of clients over the years. Here are what some of them had to say about us: