Financial

No matter what type of investor you are, let one of our experienced Financial Advisors sit down and review your investment objectives to help you better formulate a more effective financial plan. If you are still unsure whether you need the help of a Financial Advisor, here are the types of investors that we typically deal with:-

"I have enough investments, but I don't have the time to watch them…"

If you are a seasoned investor looking for guidance, allow one of our Financial Advisors to review your current allocation and make sure they are aligned with your goals and risk objectives. Remember, a second pair of eyes never hurts.

"I know I need to invest, but how do I do it the right way…"

Other investors are not as experienced, and they do not want to go at it alone. They want to count on a trusted advisor to guide them to investments that are appropriate for their stage in life and risk. If this describes you, then Insight Consultancy (Kenya) Limited is the right fit for you.

"I never had to deal with this before–I don't know where to begin…"

Throughout our life, we will come across many financial scenarios that will require the use of an experienced professional to guide you in the right direction in events such as retirement, sale of real estate, legal / insurance settlement and inheritance. Having a dependable and knowledgeable Financial Advisor could be one of the most important things you do to help you through life's changes.

We are representatives of ApexAfrica Investment Bank Ltd and British-American Asset Managers Ltd to provide investment services to clients. To learn more about our investment services, Contact us.