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Are you looking for professional financial planning advice but are not sure you can afford a qualified financial planner? Are concerned about being the possibility of receiving advice that is more beneficial to the advisor and their employer or principle than to you? Want an advisor whose only concern is helping you achieve your financial goals? If you are, you have come to the right place! Whether you are looking for help with planning for your children’s higher education, home purchase, retirement planning, investing, streamlining your finances, paying off your debts or simply seeking a second opinion, we can help.
First Independent Advisors is a different kind of financial services firm. We are the pioneers of fee only financial planning services in Kenya, so far the only ones providing professional and commission-free services. Enjoy your time spent on our site and contact us to set up a free, no obligation, Get Acquainted meeting to start working towards your financial goals!
Our Vision
We committed to helping our clients, who are professionals, executives, business owners and people from all walks of life streamline their finances, achieve their goals and build a better life by providing professional financial planning advice and guidance to enable them make better informed decisions. Our favorite clients are proactive, progressive individuals and couples who are keen to take charge of their financial future. we work with our clients to educate them, define their goals and develop a plan to help them meet these goals. We believe the best way for people to accomplish these goals is for them to become involved in their financial lives. Finally, we believe people from all backgrounds and stages of life can benefit from periodic financial planning advice provided as they need it. You do not need a fortune to build one.
Our Process
We provide services on a fee-only basis to help our clients achieve their goals. These services can address a specific concern or can be a complete financial review. Beginning with our free Get Acquainted meeting, where you will define your concerns and desires, through the on going follow up sessions, the process is designed to insure that the topics you are most concerned about are addressed. Once the topics are well defined we will develop a customized financial plan. When the plan is implemented you will move closer to meeting your goals. As your life situations or goals change, it may be desirable to review the status of your plan or address other topics of interest to you. For more details on this process please visit
7 Steps to Financial Success.
Our Commitment to Clients
Your Interests Come First
We advocates and fiduciaries for your financial interests. That means we will only provide objective advice dedicated to improving your financial life. As fee-only advisors, we do not accept commissions or other monetary compensation from product sales or third parties - our only consideration is putting your best interests first. For more information on advisors who provide objective advice on a fee-only basis, visit the Garrett Planning Network.
We are Independent
We are not committed to any products or a particular firm. This means we will seek out the most appropriate and cost-effective investments to meet your specific needs. We are only working for you. While we are independent, First Independent Advisors have instant access to the knowledge and experience of over 250 like-minded financial advisors and allied industry professionals who are members of the Garrett Planning Network. Clients benefit from our independent, personal advice and the resources available via this international network of allied professionals. In addition, we have in place arrangements with some Unit Trusts in Kenya for our clients to invest in their funds free of entry fees, thereby saving thousands of shillings every year. This facility is available exclusively to clients of First Independent Advisors Ltd. For more information on me please visit Who We Are.
Are you interested in streamlining your finances, achieving your goals, and building a better financial life? Contact Us now for a free, no obligation Get Acquainted meeting. You’ll be glad you did!
First Independent Advisors, a member of The Garrett Planning Network, Inc., provides objective, fee-only financial planning services to a wide range of clients who come from all walks of life and backgrounds. Services are provided on a fee-only, hourly basis, or as part of a long-term advisory relationship. We pride ourselves on our experience, service and sensitivity to client needs and wishes.
