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Who We Are

Our pulse is your experience with us.

Our Client Service Philosophy

We pride ourselves in our ability to provide a service built on expertise and responsiveness to clients’ needs.

We are flexible and highly adaptive in meeting our clients needs and we always seek to build long-term relations through partnership building initiatives for the mutual benefit of our clients.

We further constantly seek to develop and maintain mutual relationships with fellow service providers with the underlying objective of meeting our clients’ needs.
We blend the variety of skills and talents to provide excellent service to our clients.

Our Systems

We have deployed robust systems that drive our processes and operations. We use Microsoft Navision for management of member’s accounts for both pension schemes and benevolent schemes.

Our system enables us to mitigate data related risks that are associated with scheme processes and / or operations.

We seek to safeguard the credibility and integrity of members’ data through these systems, we are able to run clients reports and maintain historical data through our system.

The flexibility and adaptability of our systems gives a unique cutting edge speciality and focus!

Vision

A lifetime of financial wellness and dignity.

Mission & Purpose

Economic empowerment through innovative financial solutions.

Our Values

Innovation

Excellence

Trust

Fun at Work

Board of Directors Kenya

Mr. Peter Waiyaki

Board Chairperson

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Ms. Elizabeth Kyengo

Board Member

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Mr. Don Odera

Board Member

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Ms. Sharon Kisire

Board Member

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Mr. Kennedy Monyonycho

Board Member

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Ms. Jane Kilonzo

Board Member

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Mr. Simon Wafubwa

CEO & Board Member

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Peter Waiyaki

Peter Waiyaki is an accomplished practitioner ranked as a Top Commercial Lawyer by Chambers Global and IFLR 1000 over several years. He was admitted to the Roll of Advocates of the High Court of Kenya in 1992. He holds a Bachelor of Laws Degree from the University of Nairobi and a Diploma in Law from the Kenya School of Law. Peter previously worked as the founding Chief Executive of the Central Depository & Settlement Corporation in Kenya and oversaw the automation of the clearing, delivery and settlement of trades on the Nairobi Securities Exchange. He is heavily involved in capital markets transactions and advisory work and counts among his clients the securities exchange, the central depository, investment banks, fund managers and stock brokers. He has been heavily involved in initiatives to introduce REITS, Derivatives and Exchange Traded Funds on the Nairobi Securities Exchange. He has successfully advised Stanlib Kenya Ltd in the establishment, and listing of units of the first listed Real Estate Investment Trust (REIT) in Kenya: the Stanlib Fahari I-REIT an income REIT. Peter is also a notary public, a certified public secretary and an arbitrator. Peter sits on boards of several private companies and charitable organizations.

Elizabeth Kyengo

Mrs. Elizabeth Kyengo holds an MBA in Strategic Management from the University of Nairobi, A Bachelor of Commerce (Accounting Major) from Kenyatta University, an Advanced Management Certification (AMP) from Strathmore Business School (SBS), alumni of SBS and IESE Business School University of Navarra, Spain. She is SBS trained in various leadership fields such as Board effectiveness, negotiation skills & Women on the Board. She is a Certified Public Accountant of Kenya (CPAK), a Certified International Procurement Profession (CIPP), and a Certified Trustee and is trained on Corporate Governance by CCG. She is a member of CCG, ICPAK, IOD, KIM, KISM, and WOBN. Elizabeth has over 24 years of experience in the corporate world where she served in various leadership roles in Audit; Finance and Supply Chain, at PWC and NMG respectively. Elizabeth has served in several boards and chaired various committees. She is currently a director with the World Vision Kenya (a subset of WVI) Board serving in National Resources Development, Finance and Supply chain committee.

Don Odera

Don is a Partner at Crowe Erastus & Co. a member firm of Crowe Global the 8th largest Accounting network in the world. Don has a Masters in Management (MMGT) with a focus on Human Resource Management from University of Southern Queensland, having obtained his BA (Hons) in Accounting and Finance from Middlesex University, Hendon College in the UK. He is also a Fellow of the Association of Chartered Certified Accountants (FCCA) as well as being a member of the Institute of Certified Public Accountants of Kenya (ICPAK). At a professional level he has been actively involved in training fellow professionals, as well as representing the Institute of Certified Public Accountants of Kenya (ICPAK) on technical forums such as the Review & Development of Financial Reporting by the Non-Profit Organisations (NPOs) with the NGO Coordinating Board. Don is the Chair of the ACCA NGO Forum in Kenya, and is an active member of the ACCA fraternity in Kenya. Don has also written numerous professional and technical papers on topical issues around Leadership & Governance, Financial Management and Mergers & Acquisition for both local and international publications

Sharon Kisire

Sharon Kisire, FIHRM, is an experienced Organizational behaviour and HR Professional with a wealth of knowledge and experience in all aspects of Organizational management. Sharon holds several awards on Excellency in Human Capital Management. Sharon started her HR career at Mater Hospital as Deputy HR Manager and later transited to National Oil Corporation (NOCK) in the position of HR & Administration Manager. From there she moved on to Kenya Wildlife Service (KWS) in the position of Director, Human Capital. Her last employment was with Safaricom as Director Resources from where she left to run her consultancy firm offering Human Resources solutions. Sharon holds a Bachelor’s degree and a Master’s degree in Sociology. She is an ongoing doctorate student. She is a Certified Public Secretary (CPS K) and the chief examiner for KASNEB, CPS examinations. She has authored several HR and motivational books.

Kennedy Monyoncho

Kennedy Monyoncho is an economist/Statistician by training. He is a certified trainer, financial coach and trainer, motivational speaker, author, researcher, and a gender expert. He has extensive experience in both public and private sector, having worked as head of Macroeconomics at the Kenya National Bureau of Statistics (KNBS) and Head of Research and the Nairobi Stock Exchange. He has an MBA in Finance and currently pursuing a PhD in Global Business Management.

Jane Kilonzo

Ms. Jane Kilonzo is a career banker with over 26 years’ experience in the banking sector cutting across all banking operations. Her last role was at Bank of Africa Kenya Limited where she worked for over 14 years, rising through the management ranks to the position of Deputy Managing Director. Prior to that she worked as the Chief Internal Auditor at Credit Agricole Indosuez Bank. Jane has hands on experience in general banking operations, internal control design and implementation, internal audit and management of enterprise-wide risk. She has extensive experience leading and managing change. She holds an Executive MBA, ACIB/BSc Financial Services and is a Certified Public Accountant of Kenya, CPA (K).

Simon Wafubwa

Mr. Simon Wafubwa is the CEO of Enwealth Financial Services Limited, the fastest growing, most innovative and customer centric pension administration and consulting services company with an asset portfolio of above Kshs.85Billion in under 12 years. He is a graduate of the University of Nairobi with a Bachelor of Science in Mathematics (Actuarial Mathematics Option) , Master’s Degree in Business Administration in Strategic Management (UON) and an alumni of the Stanford Seed Programme. He is member of the Pensions Management Institute of the UK and has worked in senior positions in both local and multinational organizations for over 20 years , giving him a broad and extensive experience in social security financial services consulting. Simon was also a council member of the Association of Retirement Benefits Schemes in Kenya and also a Part time Lecturer (Pension Trustees Certification) at the College of Insurance (Kenya). Simon currently offers speaking retirement planning , business coaching and mentorship to over 100 budding entrepreneurs playing in different sectors of the economy.

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