Platinum Global Wealth is your valuable Financial Planning Partner, walking with you from the situation analysis stage, until your financial goals and objectives have been actualized. We are your one-stop shop for your investment options, both offshore and local and risk management through life, medical and general insurance covers.
Our Goals and Objectives
- To become a leading Financial Planning and Wealth Management company in Kenyan and the region.
- To offer a wholistic, one-stop financial service delivery to our clients.
- To enhance the lives of our clients through adequate financial advice and guidance.
- To expand our reach to the other African countries in our region.
Purpose: We exist to help people enhance their current financial status, improve their standards of living and secure the future of their families, businesses and communities.
Vision: To be the first choice for all your Financial Planning Advice and Wealth Management Services.
Mission: To constantly provide our clients with the peace of mind of knowing that their wealth is in safe hands and that we are committed to helping them achieve their financial goals and objectives.
Core Values
- We believe in empowering our people and taking care of their well being.
- We seek to understand our clients before providing our advice and solutions.
- We embody trustworthiness and professionalism in all our transactions.
- We embrace research and Innovation.