About
Money POT

What is Money POT?

Money Pot is a dynamic personal finance platform designed to equip individuals with the insights and strategies they need to take full control of their finances. Our mission is to help you make SMART money decisions with confidence. We provide practical, results-driven guidance on how to save, build wealth, and maximize your earning potential—ensuring financial success at every stage of life.

Vision & Purpose

Purpose

Inspiring and guiding individuals to make deliberate SMART choices with their money.

Vision

To help people live free from money stress by teaching simple and practical personal finance habits

Services

  • Personal Finance Coaching
  • Financial Advisory
  • Insurance Intermediary
  • Unit Trusts Intermediary
  • Pensions Trustee

Get personalised service that matches your personality and style.

  • Online
  • In-person

5-D Framework

Money POT uses a structured approach to engage with you. The process begins with Discovery, establishing the initial contact and building a mutual understanding. Together we look at concepts that help you Define your current financial situation, and aspirations, as we assess your needs. In the Design phase, tailored financial solutions are crafted based on the gathered information. Develop focuses on building a partnership that supports ongoing financial growth and adapts to evolving goals. Finally, Delivery ensures continuous service and support throughout the financial journey. This structured approach underscores the commitment of Money POT to personalized, results-oriented financial planning.

1

Discovery

The initial interaction serves as a discovery phase, where both parties get acquainted and establish the foundation for engagement. This familiarisation stage includes mutual consent to proceed with further discussions, ensuring alignment and understanding from the outset.

2

Define

Before providing financial guidance, the client must outline their current economic situation, goals, and aspirations. This self-assessment serves as the foundation for the personalised services offered, ensuring tailored support that aligns with their needs.

3

Design

We design every solution based on what matters most to you.

The more the clarity on what you share, the better the tailoring of the service. This is ensures that you get the best fit for your unique goals and needs. Your input is the starting point — and the heart — of a solution made just for you.

4

Develop

Together, we build a partnership tailored to your financial needs—one that evolves with your goals and aspirations. Our structured approach ensures every piece fits seamlessly into place, creating a strategy that works for you. At Money Pot, we address short-term, medium-term, and long-term plans with clarity—no confusing jargon, just straightforward financial guidance.

5

Delivery

If you’ve been searching for service delivery that exceeds expectations, look no further than Money Pot. Here, you receive continuous support that strengthens your confidence at every step, ensuring clarity, stability, and success in your financial journey.

Come on! Book that call now.

Why embrace Money POT?

We at Money Pot combine a realistic and individualized approach combining it with close to a decade years of financial planning experience. Our goal is to help you attain long-term financial sustainability and clarity. Are you seeking expertise on how to plan your savings, whether for retirement or emergencies? Our advice is holistic, we look at diversification of assets, risk management to deliver guidance that not only looks at return of investment but also your energy. We are dedicated to walking with you every step of the way.

Your money should work as hard as you do, so partner with Money Pot.

We all have personal preferences. This becomes the guide. You have a say and right to be listened to. We tailor this to reconcile with your personality and style.

Todays world demands convenience – we apply tools and technology that supports the evolving nature of work and life. It is plug and play!

Just like in any sport, the player has a say in the outcome of the game!

You are the talent, I am the Coach! You own the plan, and togther we account for the results – I provide the guidance, services and recommend products that address how you play the game. Together, let’s win!

I use the 360° approach to personal finance. The conversation begins from entry to exit. Together, we look at every lifecycle stage to get an overview of every stage of life.

Professionalism is an important cog in what I do. I embrace confidentiality and committment in every conversation that we undertake.

Disclaimer

Money POT

Money Pot works to keep information on this website accurate and up to date. However, the facts may sometimes differ from what you know or see on other financial websites, service providers, or product information. Therefore, the information herein is presented without warranty. Ensure you evaluate and review offers, terms and conditions of products and services before engaging.

Drop me an email

Email: info@moneypot.co.ke

Chat with me

0733 692958