Empowering Individuals and Families to Plan, Manage, and Grow Their Financial Future
At Comely Global Consulting (CGC), we believe that personal financial stability is the foundation for a fulfilling and successful life. Our Personal Finance and Family Wealth Management (PFM) program is designed to help individuals, families, professionals, and organizations gain control of their financial future through practical training, planning tools, and digital support.
Join our comprehensive Personal Finance and Family Wealth Management program and gain practical skills to plan, manage, and grow your financial future using proven strategies and tools designed for long-term financial success.
Corporates and Groups PFM Training
We provide rich personal finance lessons delivered in-person to corporate staff and groups
Digital Online PFM
We provide rich personal finance lessons delivered online to individuals.
Self-Learning PFM
A Simplified Guide to Money, Debts, Investments and Estate Planning” by Simon Muchiri serves as a straightforward guide for anyone who wants to learn, build and protect their wealth.
CGCent App
The CGCent app is a stress-free, simple, and digital tool that helps you manage your personal finances and family wealth with ease.
Financial Planning
The CGCent app is a stress-free, simple, and digital tool that helps you manage your personal finances and family wealth with ease.
Estate Planning
The CGCent app is a stress-free, simple, and digital tool that helps you manage your personal finances and family wealth with ease.
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Why Choose the CGC PFM Program?
We offer a comprehensive and accessible financial empowerment solution — combining in-person sessions, digital tools, and personalized consulting to help participants understand, plan, and manage their finances effectively.
Whether you’re struggling with debt, planning for retirement, or seeking smart investment strategies, our PFM program meets you where you are and guides you forward.
Our Program Overview
Corporates and Groups Personal Financial Management (PFM) Training
We provide rich personal finance lessons delivered in-person to corporate staff and groups. The curriculum covers a wide range of essential topics including making a money paradigm shift, determining your net worth or estate value, and managing cash flow. Participants also learn about budgeting and controlling expenditures, strategies for getting out of debt, and understanding the time value of money. Additionally, we delve into savings and investment strategies, insurance and retirement planning, estate planning, philanthropy, and how to align expenses, savings, and investments effectively.
Who do we support
We provide training to Corporates staff including Small and Medium size Enterprises (SMEs), Non-Government Organizations (NGOs), Government / Public Sector Institutions; Families and Groups such as professional bodies, clubs, students, Chamas etc.
Digital Online Personal Financial Management (PFM) Training
We provide rich personal finance lessons delivered online to individuals. The curriculum covers a wide range of essential topics including making a money paradigm shift, determining your net worth or estate value, and managing cash flow. Participants also learn about budgeting and controlling expenditures, strategies for getting out of debt, and understanding the time value of money. Additionally, we delve into savings and investment strategies, insurance and retirement planning, estate planning, philanthropy, and how to align expenses, savings, and investments effectively.
Who do we support
We offer digital online personal finance and family wealth management course to individuals in a way that is convenient to you. You can tune in to the full course or select the preferred lesson(s) anytime from the comfort of your office, home, holiday, in traffic or wherever you maybe in the world – you just need an electronic gadget and Internet. Certificates are awarded on-line automatically after successful training.
Self-Learning Personal Financial Management
The book “THE ROADMAP TO BUILD WEALTH AND SECURE YOURFUTURE: A Simplified Guide to Money, Debts, Investments and Estate Planning” by Simon Muchiri serves as a straightforward guide for anyone who wants to learn, build and protect their wealth. In this book, you will find practical advice on how to determine your net worth (value of your estate), cash flow and debts management. It also offers simple strategies for budgeting, prioritizing expenses, and building a portfolio of savings and investments to help you reach your financial goals. The book goes beyond just managing money – it also discusses how to protect your personal finances and family wealth through risk management strategies such as insurance, retirement, and estate planning.
The book is available physically in leading bookshops and Amazon (including kindle).
The book is also available virtually. This gives you flexibility to read the book online without having to download or buy a copy. Furthermore, you can choose to read the whole book or specific chapters that are of interest to you.
Automating Financial Management with CGCent App
The CGCent app is a stress-free, simple, and digital tool that helps you manage your personal finances and family wealth with ease. As a trusted financial partner, the app empowers you to take full control of your money.
To streamline the financial management process, we offer the CGCent App — a digital tool designed to enhance users’ financial literacy and control. Through the app, users can track and calculate their net worth, analyze income and expenditure patterns, and create smart, categorized budgets. It also enables goal setting and monitoring, along with access to comprehensive financial reports and analytics, empowering users to make informed financial decisions with ease.
With the CGCent App, you can:
- Determine your net worth (value of your estate): Enter your assets and liabilities, and view the status and analysis of your net worth.
- Track your income and spending habits: Input income and expenses, and review detailed analytics to guide smarter financial decisions.
- Use a simplified budgeting process: Categorize your spending into essential, important, and non-essential items. Optimize your budget, enter actual expenditures, and view reports.
- Set and link financial goals: Calculate financial goal amounts and connect them directly to your budget
Who does the CGCent App support
The CGCent App assists individuals and families to prepare and continuously update their financial plans.
Do Your Financial Planning
Our team supports clients in creating and regularly updating personalized financial plans tailored to individual and family needs. Whereas they can do this using the CGCent app, some may be unable to use the app or just prefer to write down their data, Therefore, we have designed a manual CGCent Personal Financial Planner booklet that can be used in place of the app. The planner can also be used in conjunction with the CGCent app.
These plans typically include a detailed statement of net worth and cash flow, emergency fund planning, and structured debt repayment strategies. Clients also define and work toward their short- and long-term financial goals while monitoring progress through budgeting tools that compare planned versus actual spending. Estate planning schedules are also incorporated to ensure long-term financial security.
Who do we support
We assist individuals and families to prepare and continuously update their financial plan.
Do Your Estate Planning
An estate is everything of value that you possess (net worth), including assets and liabilities, as presented in a statement of net worth. When you pass away or become too physically disabled to communicate your desires (incapacitated), your family may have to make difficult decisions about your estate on your behalf. They may have to decide what to do with your assets, who will care for any minor children you may have, how to manage your medical care, and so on. By planning your estate while you are still healthy, you can help ensure that these key decisions are made according to your wishes.
In addition to personal financial planning, we work with trusted partners to get your estate plan done including Wills, Trusts, Power of Attorney, Guardianship – and others.
Who do we support
We assist individuals and families to prepare and continuously update their estate plans.
Benefits of the Program
For Individuals & Families
Participants gain clear visibility into their current financial status and long-term goals, enabling better planning and accountability. The program enhances budgeting skills, improves debt control, and guides individuals toward smarter investment decisions. As a result, financial stress is reduced, and participants are empowered to make confident, informed decisions. The program also supports long-term wealth-building through strategic planning and ensures financial security with estate and succession planning. Ultimately, individuals and families experience improved productivity and a path toward lasting financial independence.
For Employers & Organizations
Organizations that invest in employee financial wellness benefit from improved productivity and higher engagement levels. With reduced financial stress, employees are less likely to be absent or leave the organization, leading to lower turnover rates. The program also minimizes the frequency of salary advance requests and financial support needs. Furthermore, it enhances corporate social responsibility (CSR) efforts and ensures more efficient use of employer time and resources, contributing to a healthier and more focused workforce.
Some of Our Clients
Frequently Asked Questions
Who is the CGC Personal Finance & Family Wealth Management Program designed for?
The program is ideal for individuals, families, employees, entrepreneurs, professionals (such as doctors, lawyers, teachers, and consultants), and organizations across the private and public sectors. It is also suitable for investment groups (chamas), NGOs, and civil servants seeking financial literacy and wealth-building strategies.
What topics are covered in the training sessions?
The training covers essential personal finance topics such as money mindset shifts, net worth determination, cash flow management, budgeting, debt reduction, savings and investment strategies, insurance, retirement planning, and estate planning. These lessons are delivered both physically and online for flexibility.
How does the CGCent App help with financial planning?
The CGCent App is a user-friendly digital tool that helps you calculate your net worth, track income and expenses, create and monitor smart budgets, and set financial goals. It also provides insightful financial reports and analytics, making it easier to manage personal finances and family wealth.
What are the main benefits of the program for individuals and families?
Participants gain a clear understanding of their financial situation and goals, improve budgeting and debt management skills, and develop smart investment strategies. The program reduces financial stress, supports long-term wealth creation, and enhances productivity and financial independence through practical planning and execution.
How do employers benefit from enrolling their staff in this program?
Organizations benefit from improved employee engagement, reduced absenteeism and turnover, and fewer salary advance requests. Staff become more focused and productive, aligning personal goals with organizational objectives. The program also strengthens the company’s corporate social responsibility and overall workplace wellness.