General Consultation

Description

General Consultation

A one hour, one-on-one consultation with a financial advisor to answer any questions you may have and/or define your financial priorities, discuss psychological hurdles and think through practical next steps to transform your financial life. Please note these consultations can only take place in-person, in Nairobi.

Achieving financial freedom is one of the central tasks of any life. But it can be extremely hard to find the focus to zero in on.

Therefore, there may be literally nothing more valuable than to invest in than a financial consultation. In the hands of a good financial advisor, our values and desires are properly scanned and analysed, blocks are investigated and a way forward is sketched.

This consultation is suitable for people at any stage of their financial life, and each consultation is tailored to an individual’s specific needs.

About the Financial Advisor

Irene Makanga is Wealth Architects’ foremost financial planners, a consulting firm which helps clients create financial plans based on whatever is most integral to them (values, traits, skills and experience). Irene’s approach combines commercial expertise and behavioural financial psychology, and clients have found it effective with a wide range of financial issues.

Irene Makanga has an MBA from USIU-A and is pursuing her Certified Financial Analyst designation which is regarded by most to be the key certification for investment professionals.

Booking Information

• Once you have purchased a session, we will get in touch to arrange a date, time and place for your consultation.
• General Consultations only take place on any day of the week during business working hours depending on availability. Please note that we currently do offer these sessions online.
• Please note that once your appointment time and date have been confirmed, we have a forty-eight-hour cancellation policy. Any cancellations less than 48 hours prior to an appointment or any no-shows will be charged. You can find our full cancellation policy in our Terms & Conditions.

Questions

If you have any questions about this service, please email us.