Simon Mbugua

Background

About Simon Mbugua

As a Financial Advisor, I offer Investment Solutions that offer Capital Preservation Opportunities, Growth & Diversification Avenues through various financial assets and instruments. By offering tailored solutions, I have helped clients diversify risks, secure their future, and achieve financial freedom and dreams. My Focus: Target Market: Business Owners, Employees, Entrepreneurs, SMEs, MSMEs Core Offerings: Investments, Financial Planning, Retirement Planning (Pension, IDD) & Wealth Management. Delivery Vehicle:=>Asset Management: Unit Trust(MMF), Umbrella Pension Plans, Income Draw Down & Wealth Management. Key Challenges I Help Address: 1. Financial Instability: Challenge: Unpredictable Financial Future. Solution: Money Market Fund: Emergency Fund, Capital Preservation (Avoidance of Inflation effect), Ease of access to Liquidity. Retirement Planning: Challenge: Lack of Adequate Retirement Savings. Solution: Pension Plans to Build a Secure Retirement Fund. Growth Challenges: Challenge: Slow Income / Revenue Growth and Low Productivity. Solution: Unit Trust Investment Plans to diversify and add on to your income stream(s). Employee Financial Well-Being: Challenges: Shrinking Pay-Cheques and Rising Cost of Living. Solutions: a) Financial Advisory Seminars on Debt Management, Investments, Savings, Budgeting and Retirement Planning. b) Employee Benefit Packages that Include Pension Based Incentives by the Employer. Book a self awareness discovery Financial meeting with me for at a time of your convenience. Begin to understand what you need at whichever stage you are in life.