Welcome to Tamara's Financial Planning & Consultancy

Achieve your financial goals with expert guidance and personalized solutions.
Financial Planning | Insurance Solutions | Investment Strategies | Retirement Planning.
Schedule a consultation today!

What We Offer

Expert Financial Guidance Tailored to Your Needs

At Tamara's Financial Planning & Consultancy, we believe that financial planning is the cornerstone of a secure and prosperous future. With our expert guidance and personalized approach, we help individuals and families achieve their financial goals and build a strong foundation for the future.

Income Draw Down
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Income Draw Down

Income draw down is a flexible retirement income solution that allows you to access your…

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Annuity
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Annuity

An annuity is a contract between you and an insurance company. In exchange for a…

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Education Policy
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Education Policy

Investing in your child's education is one of the most important financial decisions you can…

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Retirement Planning
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Retirement Planning

Planning for retirement is essential to ensure you can enjoy your golden years without financial…

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Investment Solutions
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Investment Solutions

Investing is an essential component of building wealth and achieving your long-term financial goals. At…

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General Insurance
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General Insurance

General insurance plays a crucial role in protecting you against a wide range of risks…

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About our Company

About Tamara's Financial Planning & Consultancy

At Tamara's Financial Planning & Consultancy, we are dedicated to helping our clients achieve financial security and prosperity. With years of experience and a commitment to excellence, our team of expert financial consultants provides personalized solutions to meet your unique needs.
  • Experienced Professionals
  • Personalized Approach
  • Comprehensive Services
  • Client Satisfaction
At Tamara's Financial Planning & Consultancy, our mission is to empower individuals and families to achieve financial security and prosperity through expert guidance, personalized solutions, and exceptional service.
  • Experienced Professionals
  • Personalized Approach
  • Comprehensive Services
  • Client Satisfaction
Our vision is to be the leading financial consultancy, recognized for our integrity, professionalism, and commitment to helping our clients achieve their financial goals and build a prosperous future.
  • Experienced Professionals
  • Personalized Approach
  • Comprehensive Services
  • Client Satisfaction

Frequently Asked Questions

Here, we address some of the most common questions we receive about our services and financial planning in general. If you don't find the answer you're looking for, please don't hesitate to contact us directly.

What services does Tamara's Financial Planning & Consultancy offer?
We offer a wide range of financial planning and consultancy services, including personal financial planning, life and general insurance, investment solutions, and retirement planning. Our goal is to provide comprehensive financial advice tailored to your unique needs.
How do I schedule a consultation with one of your advisors?
You can schedule a consultation by calling us at +254 777 675977, emailing us at info@tamaras.co.ke, or using our online booking system on our Contact Page
What should I bring to my first consultation?
For your first consultation, please bring any relevant financial documents, such as bank statements, investment accounts, insurance policies, and any other documents that give an overview of your financial situation. This will help us provide you with the best possible advice.
How do I start working with Tamara's Financial Planning & Consultancy?
Getting started is easy! Simply contact us to schedule a consultation, and we'll guide you through the process of understanding your financial needs and creating a personalized plan to achieve your goals.
Do you offer virtual consultations?
Yes, we offer virtual consultations to accommodate clients who prefer to meet online. This ensures you can receive our expert advice and services no matter where you are.
How much do your services cost
Our fees vary depending on the services you require. We provide transparent pricing and will discuss our fees with you during your initial consultation, ensuring there are no surprises.
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Achieve your financial goals with expert guidance and personalized solutions. Financial Planning | Insurance Solutions | Investment Strategies | Retirement Planning. Schedule a consultation today!

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