About Us

10 +

Years Of Experience

Tamara's Financial Planning and Consultancy

At Tamara’s Financial Planning and Consultancy, we specialize in providing personalized financial services to individuals and SMEs. Our expertise includes insurance, investment strategies, retirement planning, and education policies, all designed to secure long-term financial stability and growth. We are committed to simplifying financial planning and offering transparent, expert advice to help our clients make informed decisions.

Our mission at Tamara’s Financial Planning and Consultancy is to provide expert, personalized financial advisory services that empower individuals and businesses to achieve financial security and long-term success. We are dedicated to helping our clients navigate complex financial decisions, offering comprehensive solutions in insurance, investments, retirement planning, and more. With a focus on integrity, transparency, and trust, we aim to simplify financial planning, ensuring every client has a clear path to financial wellness and peace of mind.

Our vision is to be the leading financial consultancy in Kenya, recognized for transforming lives through innovative financial planning solutions. In the next 5-10 years, we aspire to be the trusted partner for thousands of individuals, families, and SMEs, empowering them to secure their financial futures with confidence. Through our commitment to excellence, we aim to make financial security accessible, understandable, and achievable for every client, shaping a brighter, more financially stable future for all.

At Tamara’s Financial Planning and Consultancy, our objective is to empower 1,000+ individuals and small to medium-sized enterprises (SMEs) in Kenya over the next 5 years with tailored financial planning services. We aim to help clients secure their financial future through comprehensive solutions in insurance, investments, and retirement planning. By offering expert advice and personalized support, we will build lasting partnerships to ensure that both individuals and businesses are equipped with the tools they need for long-term financial security and success.

Our Core Values

Integrity

We uphold the highest standards of integrity and ethical behavior in all our interactions. Our clients trust us to provide honest, transparent, and unbiased advice.

Professionalism

We maintain a high level of professionalism in all our dealings. Our team of qualified experts is committed to ongoing education and staying abreast of the latest industry trends and best practices.

Excellence

We are dedicated to delivering exceptional service and solutions that exceed our clients' expectations. Our pursuit of excellence drives us to continuously improve and innovate.

Collaboration

We believe in the power of collaboration. By working closely with our clients and leveraging our collective expertise, we achieve the best possible outcomes.

Client-Centric Approach

Our clients are at the heart of everything we do. We listen, understand, and respond to their unique needs, providing tailored solutions that help them achieve their financial goals.

Why Choose Us

Our Services Features

Personalized Service: We understand that each client is unique. Our tailored approach ensures that you receive solutions that are specifically designed to meet your individual needs and circumstances.
Expertise and Experience: Our team of financial professionals brings a wealth of knowledge and experience to the table, ensuring you receive the highest quality advice and support.
Proven Track Record: We have a history of helping clients achieve their financial goals through careful planning, strategic advice, and dedicated support.
Comprehensive Solutions: Our wide range of services ensures that all your financial needs are met under one roof, providing you with convenience and consistency.

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