Simon Mbugua N.

14/10/2024

https://www.linkedin.com/posts/simonmbuguan_are-you-saving-your-money-in-the-bank-activity-7251639976185020416-EFjt?utm_source=share&utm_medium=member_android

📍Are you saving your money in the bank?📍 Over the time that I have been in this field as a financial advisor in Kenya, I have been privileged to rub…

09/10/2024

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Building up to yesterday, Tuesday 8th October, 2024; Kenyans have been treated to adrenaline moments with extreme high-octane emotional roller…

30/09/2024

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*** Question!! What does a Tugboat & a Financial Advisor have in common?*** ****They both guide big subjects into their desired destinations.**** As Alex…

10/09/2024

Today marks . From my past experiences as a man and a husband, I have come to accept that it's okay to not be okay. The male ego, for example, can be very detrimental and at times lead you to making very aggressive decisions in your life to proof a point while at the same time causing more harm than good to yourself and those around you.

Mental health is just as important as physical health. This detail by Mama Bima Kenya is very timely especially now when mental health is slowly eating into our generation especially we Millennials and Gen X.

There's so much information in this one video no need to add more. Learn, Stay informed and lets normalize mental health.

on Instagram

10/09/2024

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This is a 3 minutes read about my takeaways from one of my client engagement forums. I was conducting a member education session and I had an epiphany. Enjoy.

Yesterday, Monday 10th September, 2024, was a significant day for me as a financial advisor. I spent time speaking with various people that are now my high valued clients, and what stood out was the realization that many people are unaware of how life insurance products can help them achieve long-te

06/09/2024

The Kenyan economy is currently navigating through a phase of change, with political truces offering hope amid a high cost of living. During such times of uncertainty, having a financial advisor is more important than ever. Here’s why:

1. Risk Management:
Advisors help mitigate financial risks with tailored insurance solutions.

2. Investment Strategy:
Expertise in unit-linked investments helps maximize returns amidst market volatility.

3. Long-term Planning:
Advisors ensure your savings are aligned with future goals, especially with fluctuating inflation.

4. Wealth Preservation:
Managing unit trusts ensures liquidity and wealth protection during unstable periods.

5. Adaptation to Change:
Advisors guide you in adjusting your financial plans to reflect the evolving economic landscape.

Having a financial advisor offers a layer of security and strategic planning that ensures you’re not just surviving—but thriving! Let's connect and build a resilient financial future.

04/09/2024