From retirement planning to investment strategies and risk management, we provide unbiased, independent advice that puts your goals first. No product push — just clarity and confidence.
Design a retirement that's financially secure and personally fulfilling. We help you project income needs, optimize pension contributions, and create withdrawal strategies that last.
Goal-based investing across asset classes: money market, fixed income, equities, and balanced funds. We align your portfolio with your risk tolerance and time horizon.
Secure your children's academic future with structured plans that keep pace with rising school fees. We evaluate education bonds, savings ladders, and insurance-linked options.
Independent analysis of medical, life, motor, home, and business insurance. We compare policies across providers to ensure adequate cover at fair premiums.
Workshops, webinars, and one-on-one coaching for individuals, employees, and groups. We demystify personal finance, investments, and retirement readiness.
Ensure your wealth is transferred according to your wishes with minimal friction. We guide you through wills, family trusts, and succession strategies.
A transparent, collaborative journey designed to put you in control.
Free 30-min conversation to understand your goals, concerns, and timeline.
We review your financial situation, risk profile, and existing products.
Receive a tailored roadmap with clear recommendations and projections.
We help execute the plan and meet regularly to track progress.
No obligation, just honest conversation. Whether you're planning for retirement, saving for school fees, or building an investment portfolio — Serah and the team are ready to guide you.
info@finplannas.com / hello@finplannas.com
+254 757 870 191 | 0757870191
Westlands, Nairobi, Kenya
