Working Hours : Sun-monday, 09am-5pm
Call : +254 722 675 977
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What We Offer

Investing is an essential component of building wealth and achieving your long-term financial goals. At Tamara's Financial Planning & Consultancy, we offer a wide range of investment solutions designed to help you grow your wealth and secure your financial future. Whether you're saving for retirement, education, or other long-term goals, our expert team will work with you to develop a personalized investment strategy that meets your needs and objectives.

Our Investment Solutions Include

Unit Linked Plans

Purpose:

Unit linked plans offer the potential for both investment growth and life cover, providing you with a comprehensive solution for your financial needs.

Features:
  • Compound Interest Products: Our unit linked plans offer compound interest products that allow you to grow your investment over time, ensuring your wealth continues to grow as you work towards your financial goals.
  • Flexible Investment Options: We offer flexible investment options that allow you to choose the level of risk and return that's right for you, ensuring your investment strategy aligns with your financial goals and risk tolerance.

Unit Trust

Purpose:

Unit trust funds offer a convenient and cost-effective way to invest in a diversified portfolio of assets, providing you with access to professional investment management and the potential for attractive returns.

Features:
  • Money Market Funds: Our money market funds offer a low-risk investment option that provides steady returns over the short term, making them an ideal choice for investors with a low risk tolerance.
  • Bond Plus Fund: Our bond plus fund offers exposure to a diversified portfolio of fixed-income securities, providing you with steady income and capital preservation over the long term.
  • Wealth Management Fund: Our wealth management fund offers exposure to a diversified portfolio of equities, bonds, and other asset classes, providing you with the potential for attractive returns over the long term.
  • Balanced Fund: Our balanced fund offers a mix of equities and fixed-income securities, providing you with a balanced approach to investing that offers both growth potential and capital preservation.

Why Choose Our Investment Solutions?

  • Expertise and Experience: Our team of experienced investment professionals has a proven track record of delivering attractive returns for our clients.
  • Personalized Investment Strategies: We work with you to develop a personalized investment strategy that meets your needs and objectives, ensuring your investment portfolio is aligned with your financial goals and risk tolerance.
  • Diversification: We offer a wide range of investment options, allowing you to build a diversified portfolio that reduces risk and maximizes returns.
  • Cost-Effective Solutions: Our investment solutions are cost-effective, with competitive fees and charges that ensure you get the most value for your money.

Get Started Today. Talk to Us

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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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+254 777 675977
info@tamaras.co.ke
Working Hours : Sun-monday, 09am-5pm
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