Posted On: 13-06-2024
Learn Effective Financial Planning and Wealth Management Skills!
All this has been made easier by Zurit Consulting through our Prosperity Fundamentals Masterclass Class. It gives you an opportunity to transform your financial future and will also equip you with essential tools and knowledge for achieving long-term financial security (Freedom). Enroll Now?
In Kenya, building a financial plan starts with setting clear and achievable goals tailored to your specific needs. Once defined, creating a detailed budget is essential to track your income and expenses, ensuring that you allocate funds appropriately and live within your means.
An emergency fund- is crucial due to factors such as medical emergencies or economic fluctuations. Ideally, an emergency fund should cover three to six months' worth of you living expenses. Utilizing tax-efficient investment strategies can enhance your returns i.e., investing in Govt bonds, can provide a reliable income stream without additional tax burdens.
Estate Planning: Wills, Trusts, Inheritance Planning ensures that your assets are distributed according to your wishes upon your passing. In Kenya, Without a will, your estate will be distributed according to the laws of intestacy, which may not align with your wishes.
Financial Planning in Insurances provides protection against life's uncertainties.
Health insurance is crucial for managing medical expenses. Securing adequate coverage can protect your financial plan from being derailed by unexpected events.
Imagine a future where you are confidently making informed investment decisions, watching your wealth grow, and enjoying the peace of mind that comes with financial stability. This vision is within your reach.
All now you need is an Exceptional financial Advisor to guide you through, hand hold you until you make your first profit!
Our Prosperity Fundamentals Class, running from June 15th to July 27th (6-weeks),Click Here for more details This Cohort is not limited to equipping you with practical strategies for stock investment, but we also offer comprehensive Advisory on General Financial Wellness, empowering you to make sound Financial Decisions. We look forward to helping you achieve long-term financial success!