" How does this product help me achieve my personal financial Goals"
"Like many of you. I didnt have the privileage of using a Financial Planning Service. First i didnt think i needed one, next it was too costly at an average rate of USD 1,900 for the service; sounded like a rip off, but guess what; after i lost USD 5,000 on a Provident Fund International Life Policy simply because i slacked on my monthly contributions. I soon realised i was heading in the wrong direction. I was fortunate to get financial counsel which helped me put my house in order. Today i undertake financial choices purely based on the question "How does this product help me achieve my personal financial goals".
I have since 2013 devoted my time and experience to help support Individuals, Professionals, Families, Enterpreneurs, Business Owners and Corporate Organisation prepare for a secure financial future.
Lets START your journey to financial security.
Oscar G Ofumbi ACSI
Managing Partner
Mr. Oscar G Ofumbi ACSI
MANAGING PARTNER
Mr. Oscar G Ofumbi is the Managing Partner, and an ACSI, a holder of an International Certificate in Wealth and Investment Management. Oscar is also a Life Assurance practitioner specializing in PrivitAssurance. He is a Tutor at Boltons Business School and the Uganda Bankers Institute where he specializes in Wealth and Investment management classes. Asides his work here Oscar is a serial entrepreneur and uses his experience to support clients especially Entrepreneurs and Business Owners to set long and medium term goals. He is passionate about financial literacy and is often the lead tutor at the Financial Planning Week.
ASSOCIATE
Mrs Floridah Oyungrwoth is an Associate. A practicing Advocate of the High Court of Uganda. A holder of a Bachelors Degree in Law and a Diploma in Law Practice from the LDC Uganda. She specializes in Estate Planning and Financial Protection. Asides her work here floridah is also a Director in other related companies offering expertise and legal guidance to them. She is currently pursuing further studies in Securities and Investments.