Advisory services

Life Assurance and Unit Trust Investments

Hello there...

Thank you for passing by.

We go by Mitchelle and Isabella respectively.

We offer advisory services on life assurance and unit trust investments in Uganda.

There is an information gap on life assurance polices and unit trust investments amongst millennials in Uganda. As advisors, this does not sit well with us because we know how fundamental these two products are in helping you grow your capital while making returns on it, as well as being insured.

This is why we started sharing our knowledge, to help you understand the relevance of these products on your journey to financial freedom.

Book a consultation with us to find out more.

Life Assurance

Plan for the future

Life Assurance

Life assurance policies help you save towards your long-term goals in life.

These policies are your accountability partners that help you to consistently save for your goals.

There are two policies to consider;

1. Education Policies for children
2. Saving policies for particular goals

Education Policies

Education Policies allow you save for different levels of your child's education.

This can be nursery, primary, secondary or university depending on your child's age.

Education Policies allow visualize the type of education you dream for your child and realize it through saving.

A good education plan will gaurantee your child's education both in your presence and absence, meaning your child's education won't be compromised by death either.

Every parent's dream for their child is good quality education so let's help you plan for it.

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Saving Policies

A saving policy helps you save towards that dream on your vision board that you need to achieve in the next 5+ years.

What is your dream?

Is it investing in real estate, is it a dream car, is it buying that acre of land, is it a business? Is it a dream country home?

You can save towards these goals because they are ACHIEVABLE.

Let's show you how.

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Unit Trust Investments

Did you know that you can make interest on your savings?

Well now you know.

A Unit Trust allows you to make a certain percentage of interest on your savings without you having to go through the hustle of finding income generating ventures that are probably high risk.

Minimum investment in a unit trust is UGX 100,000.

Do not allow your money to just lie there. Invest in a unit trust and make money while you sleep.

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