Listen
We listen first. Your goals shape the plan.
Protect
We identify risks and build a safety net for you and your family.
Grow
We help preserve and grow your wealth for retirement & beyond.
Whatever your financial stage, we have a plan for you.
Growing Family
"We need to protect our family and save for our children's future."
Explore Protection & Savings →Pre-Retiree
"I'm 10 years from retirement and need to know if I'm on track."
Explore Retirement Planning →“Working with Finplannas has given us complete confidence in our financial future. They explained everything clearly and created a plan that fits our life.”
— Grace M. & Family, Nairobi
Ready to take control of your financial future?
Your first conversation with us is free and obligation-free. Let's talk about what matters to you.
Schedule Your Free Consultation →We're on your side.
We are independent financial planners. That means we work for you, not a bank or an insurance company. Our only loyalty is to helping you achieve your goals.
Our Story
Finplannas was founded on a simple belief: financial advice should be accessible, honest, and personalized. We saw too many people confused by complicated products and decided to build a firm that puts clarity and the client first. Based in Nairobi, we serve families and professionals across Kenya with a fresh approach.
Mission & Values
Mission: To empower our clients to make informed financial decisions and build lasting security for themselves and their families.
Meet the Kenyan Team
Serah Wanjiku
15+ years in wealth management. Passionate about helping Kenyan families build generational wealth.
James Otieno
CFA level III candidate. Enjoys mentoring young investors and demystifying capital markets.
Aisha Hassan
Expert in family protection, insurance planning, and emergency funds. Based in Mombasa & Nairobi.
Our Services. Your financial roadmap, tailored for you.
We offer a full range of financial planning services. Whether you need help with one specific goal or a comprehensive lifetime plan, we're here to guide you.
Financial Foundation & Risk Protection
Identify risks that could derail your finances—for you and your business.
Learn MoreRetirement Planning
Envision your ideal retirement, project income needs, and create a sustainable plan.
Learn MoreInvestment & Wealth Building
Diversified investment strategy aligned with your goals, timeline, and risk comfort.
Learn MorePlan for the retirement you want.
Stop guessing and start planning. We help you answer the big questions: How much do I need? When can I retire? Will my money last?
1. Discover
Listen to your vision: travel, hobbies, family time.
2. Analyze
Deep dive into savings, pensions, investments.
3. Plan
Personalized roadmap to get where you want.
4. Manage
Regular reviews and adjustments as life changes.
Financial Insights, Plain & Simple.
Our blog and guides break down complex financial topics into easy-to-understand language. Empowering you with knowledge.
The First-Time Investor's Guide to Kenya
Learn the basics of stocks, bonds, and unit trusts. Get our 5-step checklist to start your investment journey.
Recent Blog Posts
Let's start a conversation.
Have a question or ready to book your free discovery call? Reach out today — no obligation, just clarity.
Send us a message
Zero pressure, 100% clarity. Your first 30‑minute discovery call is completely free.
Direct Contact
Ready to take the next step?
Pick a time that works for you — we'll handle the rest.
📅 Schedule Your Free Call →No spam, no hidden fees — just honest financial guidance.