Investment & Savings Plans
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Personal Insurance

Investment & Savings Plans

Grow Wealth on Your Own Terms

We partner with Kenya's top asset managers and insurers to structure investment-linked plans that fit real goals — school fees in 5 years, a house deposit in 10, or a lump sum at 60. You choose the risk profile (money market, balanced or equity-linked), we handle the paperwork, and you track everything through quarterly statements.

What's Covered

Coverage that pays out when it matters

Every investment & savings plans policy we place includes the following as standard. Optional extensions are available depending on your risk profile.

  • Unit Trust funds (money market, balanced, equity)
  • Education savings and endowment policies
  • Investment-linked insurance plans
  • Regular monthly contribution plans
  • Lump-sum / single-premium investments
  • US dollar-denominated funds (optional)
  • Life cover rider on investment plans
  • Free wealth review every 12 months
Who It's For

Built for people like you

Parents saving for school fees
Young professionals building a nest egg
Business owners diversifying beyond the business
Anyone with a lump sum to invest
FAQ

Quick answers

Are my funds safe?+

All partners are licensed by the Capital Markets Authority (CMA) or the Insurance Regulatory Authority (IRA). Client funds are held in ring-fenced custodial accounts — separate from the fund manager's balance sheet.

Can I withdraw before the maturity date?+

Yes, most unit trust plans allow partial withdrawals within 3–5 business days. Insurance-based plans have a surrender value that grows over time; we'll walk you through the trade-offs before you invest.

You may also need

Other personal insurance we arrange

Motor Insurance

Motor Insurance

Protect your vehicle against accidents, theft and unexpected damage — for personal cars, PSVs and commercial fleets across Kenya.

  • Same-day cover notes
  • Comprehensive & third-party
  • 24/7 roadside support
Health Insurance

Health Insurance

Cover inpatient, outpatient, maternity and chronic care at leading hospitals — so a medical bill never becomes a family crisis.

  • Wide hospital panel
  • Individual & family plans
  • Optional dental & optical
Travel Insurance

Travel Insurance

Travel with confidence. Cover for medical emergencies abroad, lost luggage, flight delays and trip cancellations.

  • Schengen-compliant
  • Single & multi-trip
  • 24/7 emergency assistance
Get covered today

Ready to get covered? A quote takes 5 minutes.

Independent advice, arranged by people who pick up the phone.