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Tailored for every life stage

Financial Solutions That Evolve With You

From young professionals to retirees, we design actionable plans for retirement, education, investments, and protection — all independent and goal-focused.

Retirement Solutions

Plan your golden years with confidence

Individual Pension Plans

  • Tax-efficient savings
  • Customized asset allocation
  • Portability across employers
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Retirement Income Planning

  • Lifetime income analysis
  • Inflation protection
  • Annuity vs drawdown
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Family Trusts & Estate

  • Trust formation
  • Succession planning
  • Wealth transfer
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Employer Pension Solutions

  • Corporate pension design
  • Employee wellness
  • NSSF Tier II optimization
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Savings & Investment Plans

Build wealth with strategic, goal-based portfolios

Money Market & Fixed Income

  • Low-risk, liquid
  • Competitive rates
  • Treasury bonds
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Balanced & Equity Funds

  • Growth oriented
  • Diversified sectors
  • Regular rebalancing
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Goal-Based Savings Plans

  • Target-date strategies
  • Automated contributions
  • Progress tracking
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Investment-Linked Plans

  • Protection + growth
  • Tax-efficient
  • Flexible withdrawals
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Education Planning

Secure your child's academic future

Super E Education Plan

  • 6 payments (JHS to Uni)
  • Inflation-adjusted
  • Premium waiver
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Msingi Poa Plan

  • 4 payments for University
  • Predictable contributions
  • Low entry barrier
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Boresha Elimu & Soma Sure

  • 3-payment ladder
  • Covers JHS to University
  • Tuition + boarding
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Custom Education Savings

  • Bespoke schedules
  • Private/international options
  • Periodic review
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Insurance Solutions

Protect what matters most

Medical & Health Cover

  • Individual & family plans
  • Corporate schemes
  • Critical illness
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Life & Family Protection

  • Term & whole life
  • Mortgage protection
  • Education cover
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Motor & Home Insurance

  • Comprehensive cover
  • Home contents
  • Claims assistance
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Business Insurance

  • Liability & property
  • Business interruption
  • Group schemes
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Independent, side-by-side comparison

Because we're not tied to any bank or insurer, we evaluate solutions from the entire market — presenting you with unbiased, best-fit recommendations. No hidden agendas.

Call Serah: 0757870191 Get a free solution audit →

Serah Wanjiku

Lead Financial Planner

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Need a personalized solution?

Let's discuss your unique situation — retirement, education funding, or investment planning. Serah and the team will craft a roadmap at no cost during your discovery call.

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Send us a message

Direct Contact

serah@finplannas.com serahwaitingi@gmail.com

0757870191 | 0757870191

Westlands, Nairobi, Kenya

Free 30-min discovery call
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