Vantage Point Advisory

Investment Planning

Build wealth with intention and expert guidance

We help you create a customized investment strategy that aligns with your financial goals, risk profile, and time horizon. Whether you're just starting out or expanding your portfolio, we’ll guide you every step of the way.

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Unit Trusts - Start small, grow consistently.
- A simple, low-barrier way to start investing. Unit Trusts pool funds from different investors and invest in a mix of assets like stocks, bonds, or fixed deposits all managed by professional fund managers. Ideal for first time investors and regular savers.
- They comprise of Money Market, Fixed Income, Balanced and Equity Funds.
- Available in KES & USD.

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Treasury Bills & Bonds - Security meets stability.
- Secure, government backed investments ideal for safety and stability. Treasury Bills (short-term) and Bonds (long-term) are issued by the Kenyan government and pay you interest in return for lending your money. A great option for conservative investors focused on income generation and capital preservation.
- They include Fixed, Infrastructure and Sovereign Bonds.
- Available in KES & USD.

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Special/Multi Asset Strategy Investment Funds - Smart diversification.
- These are diversified, expert led strategies that combine different local and global financial instruments such as Equities, Fixed Income, Commodities, Derivatives, Currencies, Precious Metals etc in one basket. They are designed to balance growth with risk across changing market conditions, making them ideal for investors seeking long term growth with a strategic edge.
- Available in KES & USD.

Retirement Planning

Plan today for the freedom you deserve tomorrow

We help you build a strong, flexible retirement plan that ensures you can sustain your lifestyle, replace your income, and protect your wealth well into your golden years. Whether you’re just getting started or nearing retirement, we walk with you step-by-step to secure your future with clarity and confidence.

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Individual Pension Plans (IPPs) - Start building your retirement nest egg today.
These are personal retirement savings plans ideal for self-employed professionals, business owners, or anyone without a formal employer pension. You contribute consistently and enjoy compound growth, tax benefits, and flexible drawdown options at retirement.

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Annuities - Turn your retirement savings into a lifetime income.
Annuities convert your pension or lump sum into a guaranteed monthly income for life or a set period ensuring you never outlive your money. Perfect for post-retirement peace of mind.

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Income Drawdown solutions - Keep growing your retirement fund, even after you retire.
Rather than locking your money into an annuity, this flexible option lets you draw periodic income while the balance continues earning interest. Ideal if you want income and growth potential after retirement.

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Pension Transfers & Consolidation- Bring all your retirement savings under one roof.
We help you transfer or consolidate your existing retirement savings (from multiple schemes or previous employers) into a single, manageable pension plan so you stay in control of your future income.

Protection & Estate Planning

Protect your income. Secure your dependents. Preserve your legacy

Life is unpredictable but with the right financial structures, your loved ones and your legacy can remain protected. At Vantage Point Advisory, we help individuals, families, professionals, and business owners access comprehensive protection solutions that cover life, health, income, and legacy.

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Whole Life Insurance - Your lifetime financial shield.
This superior and lifetime cover pays out a guaranteed and tax-free benefit to your dependents when you pass away no matter when that is. It also offers living benefits such as Critical illness and Permanent disability payouts, giving you financial protection while you're still alive.

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Endowment Plans - Save with a purpose, and get protected while at it.
These are savings plans that grow over time and pay out a lump sum at maturity or earlier if you pass away during the term. Ideal for Education, Milestone goals or disciplined long-term saving with insurance benefits built in.

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Last Expense Cover - Ease the financial burden of farewell.
A simplified, affordable policy designed to cover funeral and burial expenses. It ensures you and your loved ones get a dignified send off without the stress of raising funds during a difficult time.

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Group Life Cover - Protect your people, safeguard their families.
Ideal for employers, saccos, chamas, and professional groups. Group Life cover pays out a benefit to members’ next of kin in the event of death. It also includes Critical Illness and Permanent Disability payouts helping members and their families stay financially secure in life altering situations.

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Cash and Family Trusts - Plan your legacy, your way.
Trusts are legal arrangements where assets such as cash, property, business or investments are held and managed by a trustee on behalf of a beneficiary. We guide you through the setup of cash trusts and family trusts that help you protect and distribute your wealth according to your wishes; while avoiding probate delays, legal disputes, or asset mismanagement and ensuring your dependents are empowered for generations to come.

General Insurance

Cover the risks. Protect the lifestyle

From your health to your home, your car to your career - general insurance shields you from everyday risks that can disrupt your income, assets, or peace of mind. At Vantage Point Advisory, we work with reputable underwriters to provide you with flexible, affordable, and reliable cover tailored to your personal or business needs.

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Medical Insurance – Healthcare you can count on.
We offer tailored medical insurance solutions for individuals, families, SMEs and corporates covering outpatient, inpatient, maternity, optical, dental and chronic care through top rated underwriters.

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Motor Insurance - Stay on the road with confidence.
We provide both comprehensive and third-party vehicle insurance options protecting you from accidents, theft, and legal liabilities. Whether you drive a personal car or manage a fleet, we’ve got you covered.

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Home Insurance - Protect your property and valuables.
Covers damage to your house, theft, fire, flooding, and even personal belongings. Whether you're a homeowner or tenant, we help safeguard what you’ve worked hard to build.

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Professional Indemnity Cover- Shield your reputation and your practice.
Ideal for professionals like consultants, lawyers, engineers and doctors. It protects you against legal claims from clients due to professional errors, omissions, or negligence.

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Business/Commercial Insurance - Secure your business assets and operations.
From fire and burglary to liability and stock loss to liability and equipment breakdown, we offer commercial cover tailored to your business size and industry keeping you protected from the unexpected.

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WIBA (Work Injury Benefits Act) - Protect your employees and comply with the law.
Covers medical expenses, lost income, and compensation in case of injury, illness, or death while on duty. Mandatory for employers under Kenyan law and crucial for employee welfare.

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Travel Insurance - Worry-free travel, anywhere.
Get covered for unexpected medical emergencies, lost luggage, or trip cancellations when traveling locally or internationally. A must have for leisure or business travel.