Succession Planning Insights
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Succession Planning and Estate Administration Insights
Wealth Protection through Succession Planning
Reading Time: < 1 minute According to the Unclaimed Financial Assets Authority, the approximate value of unclaimed assets remitted to date stands at KES 62.34
May 1, 2024
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Preserving Legacies
Reading Time: < 1 minute We put in tremendous effort to build wealth, yet we often forget about the importance of succession planning. It’s regrettable
May 1, 2024
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Passing the Torch
Reading Time: < 1 minute How are you ensuring the flame of financial legacy continues to illuminate the path for generations to come? Our hard-earned
May 1, 2024
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10 Mistakes to Avoid When Saving Money:
1️⃣ Overlooking small savings
2️⃣ Failing to have a budget
3️⃣ Not automating savings
4️⃣ Neglecting emergency funds
5️⃣ Not tracking expenses
6️⃣ Impatience and indiscipline
7️⃣ Impulse buying
8️⃣ Ignoring high-interest debt
9️⃣ Failing to comparison shop
1️⃣ 0️⃣ Ignoring savings opportunities
2️⃣ Failing to have a budget
3️⃣ Not automating savings
4️⃣ Neglecting emergency funds
5️⃣ Not tracking expenses
6️⃣ Impatience and indiscipline
7️⃣ Impulse buying
8️⃣ Ignoring high-interest debt
9️⃣ Failing to comparison shop
1️⃣ 0️⃣ Ignoring savings opportunities
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