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Individual Investing

Your money, your goals, in that order.

Whether you're starting with your first KES 5,000 or you've been investing for years, this is where you figure out what's actually next.

No commitment to browse. Ever.
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Start here

Pick what's closest to true right now.

You can always change it later — this just tells us where to start the conversation.

A family together at home, building a sense of security.

Secure the Basics

Build a cushion you can actually rely on.

Explore this goal A parent and child, steady and prepared for whatever comes.

Plan for the Big Disruptors

Prepare for the things you can't predict.

Explore this goal Friends walking together on a beach at golden hour.

Travel and Live Fully

Fund the moments that matter, on purpose.

Explore this goal Grandparents and grandchildren together, spanning generations.

Build Your Legacy

Retire on your terms, and think past your own lifetime.

Explore this goal

The process

How this actually works

Tell us your goal, honestly

Even if it's vague right now — that's a completely normal place to start.

See the real numbers behind it

We'll show you what a few different paths could look like, with the assumptions laid out clearly.

Decide what's next

On your own, or with an advisor. Nothing gets sold to you before it's explained.

Start With Step One Talk to an Advisor Instead

Financial GPS

Answer a few questions. Get a real number.

Most people have a rough idea what they're saving for and no idea what it actually requires. Pick a goal, tell us a bit about your situation, and we'll show you exactly what it takes — with the reasoning laid out, not just a result.

Choose a Goal to Begin

Common questions

Before you start

It depends on the goal and fund, but most individual pathways are built to be accessible from a modest starting amount. Your plan will show the specific figure once you've told us your goal.
No. You can build and explore a plan entirely on your own. An advisor is there if you want a second opinion — never a requirement to see your numbers.
No — and we'll never tell you it is. What you'll see is a projection based on clearly stated assumptions. Markets move, and your own life will too. Think of it as a starting point for a real conversation, not a prediction.

Still have questions?

Talk to an Advisor Visit the Help Center

Wherever you're starting from

There's a next step.

No commitment to browse, no pressure to decide today — just a clearer picture of what's actually next.

Build My Plan
Build My Plan