Secure Your Future

As a licensed ICEA Lion advisor, I engineer personalized financial plans using Kenya's most trusted insurance and investment products.

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Pension Plan

Build a tax-efficient retirement fund that grows with compound interest. Get 30% tax relief on every contribution.

Quick Estimate

Current Age30
Monthly SavingsKES 5,000

Guaranteed Minimum Fund at 60

KES 3.5M

Build My Full Plan โ†’
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Education Policy

Guarantee your child's university education regardless of what happens. Save what works for your life โ€” we show you what it builds.

Quick Estimate

Child's Age2 years
Monthly SavingsKES 10,000

Projected Fund at Age 18

KES 3.8M

Guaranteed minimum: KES 1.9M

See Full CBC Gap Analysis โ†’
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Endowment Plan

A savings and protection plan that guarantees a lump sum at maturity plus annual bonuses.

Quick Estimate

Savings Term10 years
Monthly SavingsKES 15,000

Projected Tax-Free Payout

KES 2.8M

Total contributed: KES 1.8M

See Full Tax Benefits โ†’
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Unit Trust / Investment

Grow your wealth with professional fund management. Choose your risk level โ€” from 11% to 16% projected returns.

Quick Estimate

Fund Type
Investment Period5 years
Monthly SavingsKES 10,000

Projected Value (Gross)

KES 771,080

Capital preserved

See All 4 Funds โ†’