Project Funding

Get funding to support your business

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Our approach

We will help you create a financial plan after talking to you about your goals and needs. Then we will engage in a variety of services, described in the section above, to help you achieve your goals.

Analyze

Plan

Manage

Full Service Financial Planning

We are all different, everyone has their own dreams, hopes and goals. KBC help you to realise your wishes and achieve your financial goals. No matter whether you want to protect yourself, secure your family or make provisions for your pension – KBC will provide you with needs-based solutions in line with your wishes and requirements.

Financial Analysis

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Financial Protection

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Investments

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Financial Management

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More details

Tax planning:

We often help clients address certain tax issues. We analyze your current situation and figure out how to maximize your tax refunds and minimize your tax liability. We also help you with preparing your taxes and filing your annual taxes return.

Estate planning:

Estate planning seeks to make things a bit easier for your loved ones after you die. We also support you in the planning and preparation of your real estate planning so that your dream comes true.

Retirement planning:

You presumably want to stop working someday. Retirement planning services help you prepare for that day. We ensure that you’ve saved enough money to live the lifestyle you want in retirement.

 

Philanthropic planning:

It’s always nice to give something to people who need it or help a cause close to your heart. We can help you ensure you’re doing it efficiently and getting all the tax benefits you’re eligible for.

 

Budgeting:

This is perhaps our cornerstone. We will support you and can make sure you are spending the right amount given your income and can also make sure that you aren’t going into debt. We will develop an accounting system which of course needs self-discipline and goal-oriented. When everything works well, you will see how the money will be working for you, instead of you working for the money anymore.

Insurance planning:

We can help you evaluate your insurance needs for you and your sweet family. It all about analyzing which insurances is perfect for you and enable you to protect your life at the same time saving some money.

 

Investment planning:

Even though we were not involved in the actual management of your assets, we can now help with your investmentportfolio by mapping out how much you should be investing and in which types of investments.

 

Education funding planning:

If you have children or other dependents who wish to pursue a college degree, you may want to help them to pay for it. We can help make sure you are able to do so.

 

Honestly speaking, KBC is not the cheapest financial planners by any means, but I was happy to pay a fee that is fair and transparent.

Maxime Njoya

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