Financial planning goes beyond saving; it covers investment strategy, retirement planning, and portfolio diversification. These five providers offer guidance for individuals and businesses looking to grow and protect their money.
1. Abojani Investment
| Field | Details |
|---|---|
| Provider Name | Abojani Investment |
| Services Summary | Financial literacy training, personal finance masterclasses, investment portfolio guidance |
| Contacts | Phone: +254 763 682116 |
| Location | Manga House, Kiambere Road, Nairobi |
2. Rubiani Wealth Management
| Field | Details |
|---|---|
| Provider Name | Rubiani Wealth Management |
| Services Summary | Wealth management, investment consultancy, portfolio advisory |
| Contacts | Phone: +254 710 833993 |
| Location | Muringa Road, Nairobi |
3. Enwealth Financial Services Limited
| Field | Details |
|---|---|
| Provider Name | Enwealth Financial Services Limited |
| Services Summary | Pension and retirement planning, employee benefits consulting, investment advisory |
| Contacts | Phone: +254 788 617443 |
| Location | Enwealth Business Centre, Ngong Lane, Nairobi |
4. Salus Wealth Management Ltd
| Field | Details |
|---|---|
| Provider Name | Salus Wealth Management Ltd |
| Services Summary | Personal wealth management, ethical investment advisory |
| Contacts | Office visit recommended; no public phone line listed |
| Location | Block 3, Off Westlands Road, Nairobi |
5. FinMug Consultancy
| Field | Details |
|---|---|
| Provider Name | FinMug Consultancy |
| Services Summary | Business financial consultancy, budgeting support, advisory services |
| Contacts | Phone: +254 113 405162 |
| Location | Moi Avenue, Nairobi |
FAQs
1. At what income level should I start working with a financial planner? There's no minimum threshold; even modest, consistent income benefits from a plan that structures saving, investment, and debt repayment properly.
2. What's the difference between a financial planner and a wealth manager? A financial planner typically covers budgeting, saving, and goal-setting, while a wealth manager focuses more on investment portfolios for higher net-worth clients.
3. Do financial advisors in Kenya need to be licensed? Firms offering investment advice should be registered with the Capital Markets Authority, so it's worth confirming this before committing funds.
4. How often should I review my financial plan? An annual review is standard, though major life changes like a new job, marriage, or business venture warrant an earlier check-in.
5. Can a financial advisor help with retirement planning specifically? Yes, several firms specialize in pension structuring and retirement benefit schemes for both individuals and employers.
6. Is it worth paying for financial literacy training instead of self-teaching? Structured training accelerates the learning curve and often introduces frameworks and accountability that self-study lacks.