No Big Talk. No Small Talk. Just A Straight Talk About Wealth Management

What is Wealth Management? Hmmm…. let’s unpack the elephant in this blog! It is an investment advisory service that combines other financial services e.g. financial planning, asset management, etc. to help affluent individuals diversify their assets and balance their financial risks. In our journey to amass wealth we come across a lot of investment opportunities. Some are legit, while others end up being scams.  You work so hard to diversify your income streams, so, you deserve straight talk on the best way to grow your wealth, plan your retirement and make the right financial decisions for your business.

We have witnessed loved ones lose their hard-earned money, savings and wealth by investing in fraudulent schemes and land which they most probably didn’t research beforehand. If only they had the guidance necessary… Don’t be a victim, consult an expert who will help you understand your finances, customize a winning plan and make the right financial moves/decisions - this is where wealth management comes into play. By putting your money where your mouth is, the future is bright!

We will start off by addressing a few questions around wealth management. Let’s go!

What should you consider when looking for a wealth management service partner? These are a few things you need to get factual information about:

• What type of clients do they serve?
• Are they legit? - dig into their track record
• Are they offering you a solid and structured financial management plan?
• How do they compare to other wealth management providers? Explore options available and compare service offering
• Understand the difference between managing your wealth vs managing your investments.
• What is their investment approach at a hand?

Why is wealth management important?

• It protects and preserves your legacy because it is designed to keep multiplying your wealth and providing your family security
• It is an important step in building business growth through revenue management and diversification
• It is a strategic way of reaching your desired financial objectives
• It can help you prepare for retirement through wise investment
• It is a great opportunity to diversify your wealth portfolio
• It eliminates stress especially during uncertain times like these since you get expert financial advice when it comes to making critical financial decisions
• It saves you the opportunity costs of missing out on great financial investment yields

As your financial partner, we understand your growing need to diversify your wealth portfolio as well as protect your legacy over generations to come. Having considered and rethought all your needs, we have incorporated just the right package of the Wealth management and advisory service which includes:

• Offshore Trading
• Lending against Government Bonds
• Portfolio Optimization/restructuring
• Money Market Fund

The question that is probably on your mind is, what’s in it for me, why should I consider I&M Wealth Management? Let’s get to it: Through these wealth management services, you will get to enjoy the following benefits:

1. Access to multiple services – our financial experts will help you monitor your portfolio and make changes when necessary by providing multiple financial service e.g. customized retirement income /Asset management/Financial planning
2. Assistance during life changes e.g. change in career, having a child, etc.
3. Preparation for retirement. Since this means you will not be working, it’s so important that you have a solid plan for your retirement.
4. Setting goals – our financial experts can help you create a series of realistic and manageable goals for your future
5. Feeling confident - our financial experts can truly take the weight from your shoulders when it comes to your finances
6. Advice from the experts – our investment advisors will provide you with expert advice on solutions tailor made to meet your requirements

We invite you to get the right investment advice from our financial experts every time with I&M Wealth Management and Advisory Services https://bit.ly/3BVyw5W

Let's talk +254 (20) 3221001

We are on your side!