Individuals & Households


We facilitate, guide, provide, link and expand client-centered financial planning services to base of the pyramid individuals and households. We provide both direct and indirect financial planning services through our core team, a growing cadre of locally trained financial planners and through strategic partnerships with established and growing financial service provider institutions within each respective country.

We harness, leverage and bring the expertise, knowledge, standards and thought leadership from the global financial planning industry to expand, strengthen and deepen the financial planning industry.

Our result is an expanding base of locally qualified and available service providers providing client-centered financial planning services to empower and support upward mobility to the base of the pyramid individuals and households in Africa, Asia and Eastern Europe.