Leading Financial Consulting Firm

More than 20 years of experience

Practice Areas

Financial Literacy Training & Planning

Most people earn money — but very few have been taught how to manage it. Our financial literacy training gives corporate staff, groups, families, and individuals the practical knowledge and tools to understand their money, eliminate debt, build savings, and plan for the future. From in-person corporate workshops and group sessions to digital plug-and-play learning and self-paced book study, we make financial literacy accessible to everyone. Combined with personalised one-on-one financial planning and coaching using the CGCent App and Personal Financial Planner, we take you from knowing to doing.

General Insurance

The right insurance cover is not a luxury — it is the foundation of financial resilience. We provide independent, provider-neutral insurance advisory and placement across health and medical, business, agriculture, and personal insurance. We help you identify the right covers, avoid gaps, select the best provider for your needs, and support you through claims. Whether you are an employer fulfilling mandatory obligations or an individual protecting your income and assets, we ensure you are never left exposed.

Income & Wealth Protection

Building wealth means very little if it is not protected. We help you safeguard your income, your family's future, and the assets you have worked hard to accumulate through life insurance, retirement planning, and estate planning solutions. From term life and education cover to Personal Retirement Schemes, pension transfers, and will drafting — we structure protection that ensures your family is secure, your retirement is comfortable, and your legacy is preserved exactly as you intend.

Savings & Investments

Every idle shilling is losing value. We help organisations and individuals put their money to work through a structured, diversified investment approach — from low-risk Money Market Funds and Government Securities, to Balanced Funds, NSE equities, REITs, and private wealth management. We guide you through building a portfolio aligned to your goals, timeline, and risk appetite — starting from where you are today, however small.

Entreprenuership Training

Most businesses fail not because of a bad idea, but because of poor planning, weak financial management, and no structured growth strategy. As certified trainers of the internationally recognised ILO – Start and Improve Your Business (SIYB) programme, we equip aspiring and existing entrepreneurs with practical skills to generate viable ideas, write bankable business plans, improve operations and profitability, and build strategic plans for sustainable growth.

Personal Development

Financial success and business growth are built on a foundation of strong personal character. We offer personal development programmes that equip individuals with the life skills, mind-set, leadership capacity, and resilience needed to thrive in a fast-changing world — complementing financial and business growth with the personal growth to sustain it.

Let us help you!

Contact us for a free consultation.

No matter who you are, we’ve got what you need​

Corporate Staff

In Small and Medium Enterprises (SMEs), NGOs, and Government/Public Sector Institutions.

Families & Groups

Including professional bodies, investment clubs, student associations, and chamas.

Community Orgs

Who are seeking to improve collective financial literacy and strengthen wealth management practices.

Our Partners

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Office

304 North Cardinal St. Dorchester
Center, MA 02124

Contact

info@company.com
contact@company.com

Open Hours

Monday-Saturday 8 am - 6pm
Sunday 11am - 4pm