Helping you to budget, insure, and invest wisely
Confidential Client Profile Booklet
The best way to get started with Kobo Wealth Strategies is to fill out a confidential client profile form. Before our initial discovery meeting, this can be a useful tool for us to determine the best ways to work together. It could also give you an idea of where you stand financially. To download our confidential client profile form, click below.
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 Protection
2. Cash Flow Management
3. Investment Planning
4. Retirement Planning
5. Tax Planning
6. Estate Planning