Plan. Invest. Achieve.

Plan Your Goals

Explore ways to build your own goal fund for education, home ownership, retirement, income and financial freedom.

Choose the goal fund that matches your objective

Explore each option and choose the goal fund that best fits what you want to achieve.

My Education Fund

Prepare for school fees before they become urgent.

What you can achieveBuild a dedicated investment fund for future primary, secondary or university education costs.

Who it suitsParents and guardians who want to plan ahead for a child’s education.

How the plan worksChoose the education stages and timeline, then use the calculator to explore a regular contribution plan.

Explore My Education Fund

My Retirement Fund

Build retirement security and future income.

What you can achieveBuild an investment base intended to support your lifestyle when regular work income reduces.

Who it suitsProfessionals, business owners and other long-term investors preparing for life after active work.

How the plan worksSet a retirement year or income objective and explore the contribution path using the calculator.

Explore My Retirement Fund

My Passive Income Fund

Turn invested savings into a future income stream.

What you can achieveBuild a capital base that may support regular income alongside salary, business or other earnings.

Who it suitsPeople who want to build an additional source of income gradually from their investments.

How the plan worksStart with a contribution or target income and use the calculator to explore the time and capital involved.

Explore My Passive Income Fund

My Freedom Fund

Build financial independence on your own terms.

What you can achieveCreate a financial runway that can give you more choice over work, career transitions or an earlier retirement.

Who it suitsPeople pursuing financial independence through disciplined, long-term investing.

How the plan worksChoose a freedom year or income objective and use the calculator to explore the investment path.

Explore My Freedom Fund

My Capital Builder Fund

Build capital for the future objective that matters to you.

What you can achieveWork towards a defined personal, family, business or other financial objective over time.

Who it suitsAnyone who needs a flexible investment plan for a goal not covered by a more specific fund.

How the plan worksDefine the objective, target amount and timeline, then compare contribution options in the calculator.

Explore My Capital Builder Fund

My Home Ownership Fund

Prepare to buy or build a home in Kenya.

What you can achieveBuild towards the cost of purchasing, building or completing a home in Kenya.

Who it suitsKenyans living abroad who want to turn regular transfers into a structured home ownership plan.

How the plan worksSet the home budget, contribution currency and timeline, then model the plan in the Diaspora Planner.

Explore My Home Ownership Fund

My Homecoming Fund

Prepare financially to return home.

What you can achieveBuild a practical return-home fund for relocation, a settling runway and your chosen longer-term needs.

Who it suitsKenyans abroad who expect to relocate to Kenya and want a clearer financial landing plan.

How the plan worksChoose a return year and the parts of the move you want to prepare for, then model them in the Diaspora Planner.

Explore My Homecoming Fund

My Family Support Fund

Make family support more sustainable and predictable.

What you can achieveBuild a fund intended to support family needs without relying only on reactive monthly transfers.

Who it suitsKenyans abroad supporting parents, dependants, education or other continuing family needs at home.

How the plan worksChoose the support objective and build period, then explore a structured path in the Diaspora Planner.

Explore My Family Support Fund