We combine financial education, market insight, product guidance and practical tools to help individuals, SMEs and organisations make better money and investment decisions in Kenya.
Whether you need a once-off workshop, an ongoing advisory relationship or tools for your team, we design engagements around your context – not generic templates.
Service overview
Below is a quick overview of our core service lines. Explore each, or book a discovery call and we’ll help you design a mix that fits your needs.
Independent guidance on financial strategy, portfolio design and decision-making for individuals, families, SMEs and institutions.
Custom financial education programmes for employees, chamas, Saccos, member organisations and communities.
A neutral, structured review of the products, portfolios and strategies you already have – or are being offered.
Bespoke tools, content and research that translate complex financial topics into clear, actionable insights.
Sometimes you don’t need a new product – you need a clearer strategy. Our advisory work focuses on helping you structure decisions, not just react to offers.
Move your group from “we should talk about money” to concrete, shared understanding and action. We design sessions that match your audience and context.
Before you add another product, it often helps to review what you already have – costs, risks, overlaps and blind spots.
If you serve clients, staff or members who need better financial understanding, we can build tools and content that carry your brand and speak to your audience.
How we work
We keep things straightforward so you know what to expect – whether we’re working with you as an individual, business or organisation.
We begin with a conversation to understand your context, goals, constraints and stakeholders. From there, we propose a clear scope, timeline and investment.
Once we agree to proceed, we gather the necessary information and design an engagement or programme tailored to your situation.
We deliver advisory sessions, workshops, tools or content – always leaving room for questions and adaptation as we go.
You receive clear outputs and next steps. For many clients, we remain on call for follow-up questions or periodic check-ins.
Share a bit about your situation, and we’ll recommend a mix of education, advisory, review and tools that fits your needs.
Who we work with
We’re a good fit when you value clarity, education and long-term thinking – not quick fixes or product pushing.
Questions
Our primary role is education, context and decision support. We do not manufacture or distribute financial products. Where necessary, we work alongside licensed intermediaries and providers and encourage you to compare multiple options.
For most engagements, we agree a transparent fee upfront based on scope and complexity. Some recurring arrangements may use a retainer model. We’ll always discuss pricing before work begins – no surprise charges or hidden commissions.
Yes. Many clients start with a focused advisory session, a single workshop or a limited product review. If it’s a good fit, we can expand into longer-term support or more comprehensive programmes.
Our primary focus is the Kenyan context, including Kenyans in the diaspora investing locally. We can work virtually with clients in other locations as long as the core financial context is linked to Kenya.
Share a bit about your situation, and we’ll recommend a combination of advisory, training, review and tools that makes sense – with clear next steps and pricing.
