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Holistic Financial Planning

Making wise financial decisions based on moral and ethical principles.

Work Hours

Mon – Sun
8 am – 5pm

Consult

+254 720 571 630

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Membership

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About us

Pristyn Insights offers transformational financial services that equip individuals and businesses with the tools they need to get on top of their finances. We provide real, practical solutions to all your financial problems, from budgeting and debt management to investment planning and retirement savings.

We empower people to acquire the knowledge, build the habits, and gain the confidence they need to make smarter everyday financial decisions that set them up for wealth creation. We help professionals, families, and business owners take control of their money and find lasting financial security.

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What we offer

Financial Services

We help you create a financial plan that meets your specific needs and goals. This includes budgeting, saving, investing, retirement planning, and debt management.

Tax Planning

We help you understand your tax obligations and develop a strategy to minimise your tax liability. We also offer tax preparation services.

Investment Planning

We help you choose the right investments for your portfolio and manage your investments on an ongoing basis.

Debt Management

We help you get out of debt and stay out of debt. We offer debt consolidation, debt settlement, and debt counselling services.

Retirement Planning

We help you plan for your retirement years. We help you determine how much money you need to save, choose the right retirement investments, and make the most of your retirement benefits.

Business Planning

We help businesses of all sizes create a financial plan that meets their specific needs. This includes budgeting, cash flow management, financial forecasting, and tax planning.

Why Choose Us

We are client-focused and put your needs first. We believe that every client is unique and we tailor our services to meet your individual needs. We are committed to providing you with the best possible service and advice.
We are independent and unbiased. We are not affiliated with any particular financial institution or product, so we can offer you objective advice. We are committed to finding the best solutions for you, regardless of who they come from.
We are affordable. We offer our services at a competitive price, so you can get the help you need without breaking the bank.
We are accessible. We are available to meet with you in person, by phone, or online. We make it easy for you to get the help you need, when you need it.
We are committed to providing you with excellent customer service. We are responsive to your needs and we always go the extra mile to make sure you are satisfied.
We are passionate about helping people achieve financial freedom. We believe that everyone deserves to have financial peace of mind and we are committed to helping you achieve your financial goals.
We are constantly learning and evolving. We stay up-to-date on the latest financial trends and we are always looking for new ways to help our clients.

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Our Workshops

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1. Free Monthly Virtual Workshops

Pristyn Insights offers a variety of free monthly virtual workshops on a variety of financial topics. These workshops are designed to help individuals and businesses learn about different financial concepts and strategies.

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2. Paid Virtual Workshops (For corporates & individuals)

Pristyn Insights also offers a variety of paid virtual workshops for corporates and individuals. These workshops are designed to provide more in-depth training on specific financial topics

Membership Plan

Our memberships are a great way to learn about personal finance, get personalised advice from our financial experts, and achieve your financial goals. Pristyn Insights offers a variety of membership plans that can help you take control of your finances and achieve your financial goals. Our memberships include: