Let us Build Your
Financial Future
As an intermediary between clients and financial institutions, we ensure our clients get the best products, returns, and financial security.
Brokerage and Trading Services
Our brokerage services go beyond trade execution. We are your strategic partner, ensuring that every investment decision is informed, secure, and aligned with your long-term financial success. Let us help you unlock the full potential of your wealth through personalized, independent brokerage services tailored to your needs.
Wealth management & financial Advisory
Our Wealth Management & Financial Advisory Services ensures we create a portfolio that will maximize your impact with a responsive, dynamic and long-term plan aligned with your needs. We focus on your risk appetite and your Long term objectives and redefining your asset classes to maximize your return and peace of mind whilst managing your risk
Bonds advisory
Government and Corporate bonds are relatively longer-term instruments with a minimum period of two and one year respectively and carry conservative risk. Our aim is to ensure we tie an objective to the money placement, to ensure the earning power is maximized and your portfolio well balanced and diversified.
Estate Planning & Will Drafting
Our dedicated team of experienced professionals is here to guide you through the intricate process of securing your legacy and ensuring the smooth transfer of your assets to your loved ones. Whether you’re planning for the future or need to update an existing will, we’ll guide you through the process to ensure your intentions are accurately reflected.
Retirement Planning
Everyone’s ultimate goal is to be able to sustain oneself financially in retirement. What we do here is help our clients plan for their retirement adequately by coming up with strategies of saving and investments. We take into account not only assets and income but also future expenses, liabilities, and life expectancy
Education Planning
We believe every parent has the ultimate desire to ensure their children receive the highest level of education in their capacity. Our goal is to ensure we help you attain your set Financial Goals to ensure your children get the best education possible without the strain of having to worry about the costs that come with quality Education.
INTRODUCTION TO THE LOCAL STOCK MARKET (LuSE)
Become a shareholder on the Best Performing Stock Market in Africa. The Lusaka Securities exchange (LuSE) was been named the most profitable stock exchange in Africa for 2021 & 2022. This comes after the LUSE Index appreciated a return of 12% in dollar terms to investors over course of the year 2022.
Offshore investment advisory
For our clients who are looking to diversify their portfolios into the offshore markets, We have a wide range of investment strategies with tax free growth that capitalize on advantages offered outside of an investors home country. At Money Acumen Advisory, we only work with reputable offshore companies that are fiscally sound, time-tested, and, most importantly, legal.
SME and Corporate Advisory
At Money Acumen, we understand the critical role that strategic investments play in driving corporate and SME growth and success. As a corporate investment advisory service provider, we specialise in providing tailored guidance and solutions to empower businesses in making informed investment decisions that align with their long-term objectives.
Corporate financial Literacy TRAININGS
This valuable service greatly benefit companies and their employees. These trainings are designed to provide individuals with the knowledge and skills necessary to make informed financial decisions, both in their personal lives and in the workplace.
Mergers & Acquisitions
We provide high quality strategic Corporate Advisory and support services for companies planning or undertaking acquisitions, divestitures, refinancing, restructures and joint ventures. We help clients understand critical success factors by offering an independent and objective perspective to each of our client transactions – every step along the way.
Private Wealth management
Private wealth management involves investment advisory practice that incorporates financial planning, portfolio management, and other aggregated financial services for individuals. This also includes- management of trusts, funds, asset management and facilitation of succession plans.