Strategies tailored for every generation.
Kobo Wealth Strategies is a financial planning company focused on helping clients budget properly, insure lives and livelihood, and invest wisely. We follow a strategic and disciplined approach to help clients work towards their financial goals and objectives.
We help our clients in the six key areas of financial planning to help them work toward their financial goals.
1. Insurance Protection2. Cash Flow Management3. Investment Planning4. Retirement Planning5. Tax Planning6. Estate Planning
Marriage is a major life milestone. For couples who are married or engaged to be married there are some financial conversations you ought to have.
Estate plans for you and your loved ones.
A sound financial roadmap is just the start.
Financial advice for every situation.