New Dawn Wealth Management is a limited liability company registered and operating within the environs of the City Centre of Nairobi, Kenya.
Founded with a vision to create an entity greater than its owners, to develop an organization that is strong and would live for an indefinite period of time, incorporating dedicated skilled personnel to enhance the ongoing value of the firm; the company has been in existence since 2008.
The foundational building blocks of New Dawn has been & remains to be our Faith. It is the Bedrock that supports us, just as it is for our clients. We recognize and understand that you see your wealth not as end in itself but as a tool to develop an emotionally and spiritual rich life so that you can do well for yourself, your family and community.
At New Dawn, we put you, our clients, at the heart of our business.
Our independence and private ownership enhance our ability to provide you with unbiased and objective advice.
Our commitment to offer our clients the best is supported by 7 core pillars:
Depending on the services recommended( fee-only or commission – based) New Dawn is truly a fee-only financial advisor—we do not sell products and we do not receive any commissions, incentives or have any revenue-sharing arrangements with third parties. We do not have any affiliations with banks, investment managers, broker/dealers or administrative service providers.
New Dawn has no affiliations or financial arrangements with third parties that might distort our objectivity or present conflicts of interest, nor do we sell mutual funds, insurance or other products. Because we do not receive compensation from other sources, our sole commitment is to serve each client’s best interests.
We are committed to the clients we serve and take pride in the independence, objectivity and the thoughtful advice we offer families and institutions that trust us with their assets. Our desire is to keep perpetual focus on this great legacy for generations two, three, four and beyond.
This commitment to remain independent is unwavering, so you can rest assured future generations will have the same independent counsel you receive.
New Dawn wealth management process is distinctive. We begin with a Discovery Process that gets to the heart of what our clients are seeking to accomplish with their existing wealth management strategy — both personally and financially.
After the discovery process, we highlight and bring to attention areas that have not been addressed in the existing strategy. To assure strong results and maximum success we work closely with key partners such as investment advisers, insurance professionals, real estate experts, tax specialists, estate planners, legal professionals and charitable gifting professionals, to make certain that our clients’ interests are served to the highest level. Ultimately, our goal is to ensure your greater peace of mind — protecting, preserving and growing your wealth.
Our dedication to providing exceptional service has resulted in enduring client relationships.
We are continually working to exceed your expectations. Our high client retention rate confirms our commitment to client satisfaction.
The depth of expertise among our personnel is one of our competitive advantages. Our staff includes teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting. All of this means exceptional advice to our clients.
At New Dawn, the partnership does not stop at the recommendation.
We work diligently with you on implementing those recommendations and regularly monitor their performance all the while keeping your needs at the core of it all.
Our visionary legacy to create an entity greater than its owners, an organization that is strong and would live for an indefinite period of time, incorporating dedicated skilled personnel to enhance the ongoing value of the firm is a commitment we honor continually with our clients being the heartbeat of it all.
“Be diligent to know the state of your flocks, and look well to your herds” - Proverbs 27:23
What is my current financial worth?
For most new clients, a financial plan must precede other services. During the planning process, we gather and analyze data about your
- Cash flow and debts
- All type of insurance coverage
- Estate (Wills, Trust etc.)
- Employee Benefits
- Personal Data Risk Tolerance and preferences
- Any other information pertinent to your overall financial situation
After thoroughly analyzing your situation, we…
“Train up a child in the way he should go [and in keeping with his individual gift or bent], and when he is old he will not depart from it” - Proverbs 22:6
How can I turn my financial success into a lasting legacy?
Our sole commitment is to enhance the financial lives of our clients and to enrich their family legacies. This means helping you to organize and deploy your wealth in ways that enable you and your family to lead lives that are happier, more harmonious and secure
Wealth Management Services include:
- Ongoing management of your customized investment portfolio, consistent with your financial constraints, objectives, time horizon, risk tolerance and the prevailing economic conditions.
How do I make sense of all my investment options?
Investments in real estate, stock or insurance: the decision should be well-thought through and can only be optimally made in the individual case.
Take advantage of our broadly diversified experiences in all financial and investment matters.
- Real Estate Investment
- Stocks Portfolio Management
- Purchase of Over The Counter shares
- Negotiating Fixed deposit rates
- Loan Appraisal Facilitation
- Project Management
- Commercial Papers
- Government and Corporate Bonds
- Collective Investment schemes
- Offshore Investments
A true partnership does not stop at the recommendation. We work diligently with you on implementing those recommendations and regularly monitoring their performance.