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What We Offer

Planning for retirement is essential to ensure you can enjoy your golden years without financial worries. At Tamara's Financial Planning & Consultancy, we offer expert retirement planning services designed to help you build a secure financial future and enjoy the retirement lifestyle you've always dreamed of.

Our Retirement Planning Solutions Include

Individual Retirement Plans

Purpose:

Individual retirement plans provide you with a personalized savings and investment strategy to help you achieve your retirement goals.

Features:
  • Comprehensive Retirement Analysis: We start by conducting a comprehensive analysis of your current financial situation and retirement goals, helping us develop a personalized retirement plan that meets your needs and objectives.
  • Tailored Investment Strategy: We work with you to develop a tailored investment strategy that aligns with your retirement goals and risk tolerance, ensuring your retirement savings grow steadily over time.
  • Regular Portfolio Reviews: We conduct regular reviews of your retirement portfolio to ensure it remains on track to meet your retirement goals, making adjustments as necessary to maximize returns and minimize risk.

Group or Umbrella Plans

Purpose:

Group or umbrella plans provide retirement savings and investment solutions for groups of employees or members of organizations.

Features:
  • Customized Solutions: We offer customized retirement savings and investment solutions tailored to the needs of your organization and its members, ensuring everyone has access to a retirement plan that meets their needs and objectives.
  • Cost-Effective Solutions: Our group or umbrella plans are cost-effective, with competitive fees and charges that ensure everyone gets the most value for their money.
  • Employee Education and Support: We provide education and support to help your employees or members make informed decisions about their retirement savings and investments, ensuring they're on track to meet their retirement goals.

National Social Security Fund (NSSF)

Purpose:

The National Social Security Fund (NSSF) is a mandatory retirement savings scheme for employees in Kenya.

Features:
  • Mandatory Savings: Both employees and employers are required to make contributions to the NSSF, ensuring everyone has access to retirement savings.
  • Retirement Benefits: The NSSF provides retirement benefits to members, including a lump sum payment and a monthly pension, ensuring members can enjoy a comfortable retirement.

Annuity

Purpose:

Annuities provide a guaranteed income stream in retirement, ensuring you have a steady source of income for life.

Features:
  • Guaranteed Income: Annuities provide a guaranteed income stream for life, ensuring you have a steady source of income in retirement, no matter how long you live.
  • Flexible Options: We offer a range of annuity options to suit your needs and objectives, including fixed, variable, and indexed annuities, ensuring you can find the right solution for your retirement needs.

Income Draw Down

Purpose:

Income draw down allows you to access your retirement savings as and when you need them, providing you with flexibility and control over your retirement income.

Features:
  • Flexible Withdrawals: With income draw down, you can withdraw as much or as little of your retirement savings as you need, giving you the flexibility to manage your retirement income according to your needs and objectives.
  • Tax-Efficient Income: Income draw down can be a tax-efficient way to access your retirement savings, allowing you to minimize the amount of tax you pay on your retirement income.

Why Choose Our Retirement Planning Solutions?

  • Expertise and Experience: Our team of experienced retirement planning professionals has a proven track record of helping clients achieve their retirement goals.
  • Personalized Solutions: We offer personalized retirement planning solutions tailored to your needs and objectives, ensuring you have a retirement plan that meets your unique circumstances.
  • Comprehensive Approach: We take a comprehensive approach to retirement planning, considering all aspects of your financial situation and retirement goals to develop a retirement plan that meets your needs and objectives.
  • Ongoing Support: We provide ongoing support and guidance to help you stay on track to meet your retirement goals, making adjustments to your retirement plan as necessary to ensure you're on track to achieve your objectives.

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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