Services
We provide a unique blend of services that are useful to all individuals at any level. We will help you work towards your dreams, and if you are not clear what these are, we’ll help you define them. Your initial consultation is complimentary. At this meeting, your advisor will focus on understanding your needs as well as answer any questions you may have about our services.
Insurance
We work with our financial partners to provide risk management services that will safeguard our clients’ investments. This is in the form of insurance products as well as business advisory services.
Africa Business Consulting
We provide specific information on company registration, labor laws, local business organizations, relevant business associations, local industry players and many more. In addition, we guide you through the process to ensure that you make the best decision for your business
Fund Administration
&
Management
Accounting and record-keeping,
Portfolio administration services, trade settlement and reconciliation, cash management, income collection, Regulatory reporting, Risk management and reporting, Performance measurement and attribution analysis, Investor services, shareholder communications, distribution of financial information and more
Wealth Management
We provide personal financial services to support individuals and Businesses on their journey to financial success. We believe that because every person’s financial journey is different, personalized solutions deliver the best outcomes
Real Estate
We work with our clients to locate, purchase and sell the right real estate investment that will give them the most value in a diversified portfolio. We deal in land, residential and commercial real estate consulting, sales and management. We calculate your return on investment to ensure that your investment decision achieves your desired outcome
Our Corporate Partners
Faith Kanaga
Kanaga & Associates
Faith leads Kanaga & Associates, a Kenyan commercial law firm providing legal advisory, consultancy and transaction services to a wide range of both Kenyan and international clients. She is the Managing Partner and is assisted by a vibrant and dedicated Team of Associates, paralegal and support staff.
Martin Githire
MGN ASSOCIATES LLP
Martin leads MGN Associates LLP, an accounting firm focused on helping competitive enterprises accelerate and sustain growth, market leadership and profitability. Martin has extensive experience in audit procedures, internal control systems, financial management, tax planning, strategic plans and due diligence.