At Concept Advisory Services(CAS), we provide a complete financial service to individuals, families, investments groups and companies. We have collaborated with African Alliance, one of the leading and reputable stockbrokers in the area of stocks where we are their agents. We also work closely with other fund managers for their unit trusts products. Please check investments section on how we can be of help.
Moreover, to cater for the needs of our clients we offer complete financial planning in the area of education planning, life assurance and retirement planning. Ours is a one-stop shop for all of your financial needs.
Based on Robert Kiyosaki’s work (Author of Rich Dad, Poor Dad), There are four methods to make money. 4 basic methods and 4 types of personality with regard to the money. Many times it requires a change of mind about money topics ............................................ Read More
Becoming a client with us is as easy as it is rewarding. Click Here to complete an information request form and we will contact you shortly.
Investments
There are a wide variety of different types of investment products and new ones are emerging all the time. What we will attempt to do is to give you a good overall view of investments as a whole and discuss aspects of each specific type.
Where should you keep your savings so that it earns the most interest for you? Luckily, there are many different savings vehicles available, but not all of them are appropriate for every situation.
It’s no secret that the cost of advanced education can be very steep. Outside of buying a home and saving for retirement, probably no single expense hits families harder.
Being in a country where the cost and availability of medical attention depends on your income, you need the peace of mind that private medical insurance can provide.
Along the financial road of life arise the inevitable delays, detours, emergencies, and breakdowns. Some you can pay for out of cash flow, but some you need insurance.
Last year I was recommended by a friend and existing client to consult CAS having had Ksh 1,750,000 to invest on unit trusts. I found CAS advice and choice of funds both stimulating and refreshing and supported by detailed research and an intimate knowledge of the market and key fund managers.
