Scribd Logo
Upload

Welcome to Scribd!

  • Sighthill Presentation Financial Wellness

    Uploaded by

    Humphrey Oyatsi
    3 views20 pages
    The document discusses Humphrey's qualifications and experience in financial coaching and consulting. It outlines an upcoming session that will discuss the three stages of the financial journey of life, money issues in each decade, and ending the financial rat race. Humphrey will also discuss levels of financial wellness and present a graph showing working life, childhood, pre-retirement, and retirement. The session aims to provide practical solutions for ending the financial rat race.

    Original Description:

    Presentation teaches how people should live their life, through sound financial management.

    Original Title

    SIGHTHILL PRESENTATION FINANCIAL WELLNESS

    Copyright

    © © All Rights Reserved

    Available Formats

    PPT, PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    Report this Document
    The document discusses Humphrey's qualifications and experience in financial coaching and consulting. It outlines an upcoming session that will discuss the three stages of the financial journey of life, money issues in each decade, and ending the financial rat race. Humphrey will also discuss levels of financial wellness and present a graph showing working life, childhood, pre-retirement, and retirement. The session aims to provide practical solutions for ending the financial rat race.

    Copyright:

    © All Rights Reserved
    Download as PPT, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as ppt, pdf, or txt
    3 views20 pages

    Sighthill Presentation Financial Wellness

    Uploaded by

    Humphrey Oyatsi
    The document discusses Humphrey's qualifications and experience in financial coaching and consulting. It outlines an upcoming session that will discuss the three stages of the financial journey of life, money issues in each decade, and ending the financial rat race. Humphrey will also discuss levels of financial wellness and present a graph showing working life, childhood, pre-retirement, and retirement. The session aims to provide practical solutions for ending the financial rat race.

    Copyright:

    © All Rights Reserved
    Download as PPT, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as ppt, pdf, or txt
    of 20

    Sighthill

    Consultancy Services
    The well,1st floor
    Karen Bomas
    Nairobi
    WHO IS HUMPHREY AND WHY SHOULD YOU LISTEN TO
    ME?

     BA, MA International Accounting and financial


    management
     PGD International Banking finance
     Association of Chartered certified Accountants Member
     Trainer/Financial Coach/Consultant for SMES
     People Impacted
     20 years - Infinity Lessons
    SESSION 1 : THE FINANCIAL JOURNEY OF LIFE

     The 3 definite stages


     Money issues in each decade
     Why the financial rate race
    FINANCIAL WELLNESS LEVEL
    ABUNDANCE

    FREEDOM

    INDEPENDENCE

    STABILITY

    SOLVENCY

    DEPENDENCE
    THE FINANCIAL JOURNEY OF LIFE
    THE GRAPH OF LIFE
    Retirement
    Working Life
    Childhood

    Pre-retirement
    55

    70 100
    0 25

    Dependent Dependent
    ENDING
    THE FINANCIAL RAT RACE
    AT PRACTICAL
    LEVEL
    UNIVERSITY EDUCATION
    FV OF FEES
    QS World Average Tuition Fee/year AFTER 12
    University University Rankings YEARS Popular Programs
    2024 KSH183
    260.9

    GBP £25,000 or 6,522,856


    University of Cambridge, Cam 2 ksh4,575,000 BSc Mathematics, MSc Law, MPhil in Engineering
    bridge
    Ksh7,263,853
    GBP £27,840 or
    University of Oxford, Oxford 3 ksh5,094,720 MA Clinical Psychology, BSc Clinical Studies, MMath Mathematics
    ksh 8,349,256
    GBP £32,000 or
    Imperial College London, Lond 6 ksh5,856,00 BSc Biochemistry, MEng Computing, MSc Mathematics
    on
    ksh7,670,879
    GBP £29,400 or
    University College London, Lo 9 ksh5,380,200 MSc Biochemistry, BSc Mathematics and Statistical Science, MSc Data Science
    ndon

    GBP £23,100 or ksh6,027,119 MA (Hons) Accounting and Finance, MSc Artificial Intelligence, BEng (Hons) Chemical
    University of Edinburgh, Edinb 22 ksh4,227,300 Engineering
    urgh
    ksh 6,262,227
    GBP £24,500 or
    University of Manchester, Man 32 khs4,392,000 BAEcon Economics and Data analytics, BSc Management, MSc Advanced Computer Science
    chester
    ksh 7,686,534
    GBP £29,460 or
    King’s College London, Londo 40 ksh5,391,180 MSc Computer Science, MSc Engineering with Management, BDS Clinical dentistry
    n
    ksh7,827,427
    GBP £30,000
    University of Glasgow, Glasgo 76 ksh5,490,000 BAcc Accountancy, MEng Civil Engineering, Medicine (MBChB)
    w
    6,390,260
    GBP £24,900 or
    Durham University, Durham 78 ksh4,482,000 BChem Chemistry, MA Archeology, BSc Mathematics and Statistics
    ACTION PLAN

    CHILD LEVEL OF 12YRS KSH MONTHLY


    EDUCATION G1 DEPRECIATION rate 3% UNDERGRADUATE SAVING PLAN
    UNIVERSITIES KSH180 TO POUND KSH260 TO POUND FEES FOR 3YEARS MONTHLY

    Cambridge 4,575,000 6,522,856 19,568,568.17 135,892.83

    Oxford 5,094,720 7,263,853 21,791,557.52 151,330.26

    Imperial 5,856,000 8,349,256 25,047,767.26 173,942.83

    UCL 5,380,200 7,670,879 23,012,636.17 159,809.97

    Edinburg 4,227,300 6,027,119 18,081,356.99 125,564.98

    Manchester 4,392,200 6,262,227 18,786,680.90 130,463.06

    kings college 5,391,180 7,686,534 23,059,600.73 160,136.12

    UIVERSITY OF GLASGOW 5,490,000 7,827,427 23,482,281.81 163,071.40

    Durham 4,482,000 6,390,260 19,170,780.88 133,130.42


    12 YEARS EXPECTED RETURN
    SOURCES OF INVESTMENT
    PREPARING PERSONAL BUDGET
    WHAT CAN AFFECT YOUR LIFE BUDGET

    Retrenchment
    Retirement
     Accidents
    Cancer, stroke
    Death
    Divorce
    PROPOSED SOLUTION
    PAY ATTENTION TO COMPULSORY VS NON COMPULSORY EXPENDITURE
    ANY QUESTIONS ????

    You might also like