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If you have any other questions or need further information, please feel free to reach out to us. We're here to help you on your journey to financial wellness.
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.
What is personal financial planning?
Personal financial planning involves creating a comprehensive plan to manage your finances and achieve your financial goals. This includes budgeting, saving, investing, and planning for retirement, education, and other long-term goals.
How can financial planning help me achieve my financial goals?
Financial planning helps you understand your current financial situation, set realistic goals, and create a roadmap to achieve them. It ensures you make informed decisions, manage risks effectively, and stay on track to meet your objectives.
What types of insurance do you offer?
We offer a broad range of insurance products, including life insurance (such as education policies, endowment and savings plans, and protection plans) and general insurance (such as motor vehicle, medical, travel, property, marine, and micro insurance).
Why is life insurance important?
Life insurance provides financial protection for your loved ones in the event of your untimely death. It can help cover expenses such as funeral costs, debts, and living expenses, ensuring your family is financially secure even in your absence.
How do I choose the right insurance policy?
Choosing the right insurance policy depends on your individual needs and circumstances. Our advisors can help you assess your risks and recommend the best coverage options to protect you and your assets.
What are unit linked plans?
Unit linked plans are investment products that combine life insurance with investment in various assets. They offer the potential for capital growth along with life cover, allowing you to build wealth while ensuring financial protection.
What are the benefits of investing in unit trusts?
Unit trusts offer a convenient way to invest in a diversified portfolio of assets, managed by professional fund managers. They provide access to a range of investment opportunities, risk management through diversification, and potential for steady returns.
Why is retirement planning important?
Retirement planning ensures you have sufficient savings and investments to maintain your desired lifestyle during retirement. It helps you manage your income, expenses, and investments to achieve financial security in your later years.
What is the difference between an annuity and income draw down?
An annuity provides a guaranteed income for life or a specified period, while income draw down allows you to withdraw funds from your retirement savings as needed. Both options have different benefits and risks, which our advisors can help you understand based on your retirement goals.
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.