Services

Welcome the Money POT.

Here is what we can serve you.

The Scope

Enjoy Money POT’s customised service that covers every angle of personal finance and service delivery in the investments and insurance industry.

Coaching 2

Personal Finance Coaching

Personal finance is more about you than it is about finance! Coaching is all about equipping you with concepts and ideas that enable you to take control of your finances confidently. Money Pot gives you real insight into your financial journey—without jargon or restrictive terms like "budget." Just you and your money, tailored to fit your life. Let’s make it truly personal.

Adviser

Financial Advisory

  1. Are you the type who is usually afraid of how you make money decisions?
  2. Are you looking for someone to listen to your money pain points?
  3. Are you looking for advice and solutions that align with your financial goals?
  4. Are you interested in wealth preservation, savings and investment strategies, risk assessment and management?

We provide carefully thought-out solutions to help you arrive at financial decisions confidently. Ready to take control of your money? Let’s get started.

Risk Management

Diversified Risk Management

Ever heard of “do not put all your eggs in the same basket”

We look at various solutions about how you can go about risk mitigation.

  • Learn and apply how to establish a first line of defence.
  • Develop a 360° approach to financial planning.
Fixed Income

Fixed Income Solutions

They say cash is king—but we believe cash flow is the true lifeblood of your finances. It’s not just about having money; it’s about how smoothly it moves through your financial ecosystem, supporting investments, expenses, and opportunities.

 Managing cash flow wisely ensures sustained financial health and long-term success.

Uniut Trusts

Tax-Free Savings

Do you alwats feel like all your money ends up taxed?

That’s not always the case especially if you engage money pot and uncover how you can maximise on tax incentives that the revenue authority offer.

Want to learn and actualise what reliefs and deductibles are due to you?

insurance terms

Legacy Planning

Building a legacy is not a small-time event! We talk longterm and even longer after you are gone.

  • How/Who do you see your assets passing on to?
  • Who may be much impacted by your passing on into the next life?

Get clarity from here…

Motor Insurance

Motor Insurance

Can you afford to buy your car twice - with your own money? I help you cover risks like theft and accidents. If you value it, insure it - that's why I am here.

Travel Insurance

Travel Insurance

Travel comes with exposure to you and your belongings. As you book that plane or voyage, do not omit this value addition - it is absolutely affordable.

Retirement

Retirement Income Solutions

This is a pretty long conversations! In terms of time and preparation. Click for a review

Group Solutions

Group (Chamaa) Solutions

  1. Savings and Investments
  2. Last Expense Solutions
Corporate 1

Corporte Solutions

  1. Group Life / WIBA
  2. Directors/Staff Medical Scheme
  3. Staff Retirement Solutions
  4. Enterprise-wise Insurance Solutions
Business Insurance

SME Solutions

  1. Biashara Protection
  2. Partnership protection
  3. NSSF Tier II
  4. Directors/Staff Medical Scheme

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