Wealth Circle
Free check-up
Discover where you stand financially, see what needs attention first, and take your next steps with confidence. Start with a free check-up built for life in Kenya, from M-Pesa, SACCOs and loans to NSE shares, government bonds and money market funds.
Your answers stay on your device. Nothing is shared unless you choose to send your results on WhatsApp.
102 of 150 · good habits, a few gaps to close
Rate 30 everyday statements across six areas, at your own pace. Your progress saves on your phone.
Get your score, your strengths and three practical priorities, each with a step for this week.
Book a free 30-minute call to talk it through, or join a group or one-on-one programme.
Knowing where your money goes, including M-Pesa, and setting goals you can track.
An emergency fund, and using SACCOs, money markets and chamas with purpose.
Managing loans, the true cost of mobile borrowing and a healthy CRB record.
Getting started, spreading your risk and staying ahead of inflation.
Insurance, pension and a will, so your family is covered if something happens.
Learning steadily and replacing money stress with calm decisions.
Two six-week programmes, both online with one session a week. Start with a free 30-minute call to see which suits you.
Additional or one-off sessions: KES 3,000 per 60 minutes. Coaching is education and guidance; it can't guarantee investment returns or outcomes.
Vera is an insurance and risk professional and the co-founder of Wealth Circle. She has spent sixteen years in the insurance and investment industry across Kenya, East and Southern Africa, including five years leading the property and special risks portfolio at a multinational insurer.
Her work has always been about understanding risk: what can go wrong, what it costs, and how to protect against it. At Wealth Circle she brings that thinking to personal finances, helping professionals and entrepreneurs build clear plans, protect what they've built and grow towards financial independence.
The check-up runs entirely in your browser. Your answers are never sent to us. They're saved on your own device so you can pick up where you left off, and "Start over" deletes them.
If you tap "Send my results on WhatsApp", WhatsApp opens with your results filled in. Nothing is sent until you press send, and you can edit the message first.
Calls are booked through Calendly, which asks for your name and email to schedule the session. The site's fonts load from Google Fonts, and the host (Netlify) keeps standard technical logs.
Take the check-up first if you can, then book a call and we'll go through your results together. No obligation.
WhatsApp: +254 793 469 275