Mission Statement

We build custom crafted Financial Plans and Retirement Strategies for INDIVIDUALS | FAMILIES | PROFESSIONALS | GROUPS | AND CORPORATE ORGANISATIONS


Make the most of your Life Stage

We are all at different Life Stages and our Goals cannot be the same. We build custom crafted Financial Plans to meet your Individual Goals often making adjustments and recommendations s you meet your goals.


Our Customers

We build custom crafted plans for Individuals, Families, Groups and Corporate Organisations.

Our Advisers

Meet our Advisory Team we seek to recruit and maintain the best advisers for our clients.

Oscar G Ofumbi ACSI

Oscar is an Associate of the Chartered Securities Institute a member of the Financial Planning Institute UK, a Licensed Insurance Practitioner and the Managing Partner of the Firm.

Floridah Oyungrwoth ADVOCATE

Floridah Oyungrwoth is an Advocate of the High court of Uganda and brings her securities and legal expertise covering diligence.

Independent Adviser

We work with Independent Advisers across Legal, Financial, Investment, Insurance and seek to grow our Independent Advisory Network.

Go INDEPENDENT and Profit from your Experience

We Join our Network of Independent Financial Planning Advisers and Lets grow together.

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