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RISE – Build Wealth and Live Your Legacy

For leaders, business owners, and families who want to align finances with life purpose and create lasting impact.

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Alignment, Resilience, Legacy

Steps Covered: Holistic Alignment + Active Legacy.

 

What’s included:
 

  • 6-month Holistic Financial Planning Programme (with quarterly reviews)

  • Wealth-Building Strategy (saving, investing, protection, insurance, pensions)

  • Holistic Wellbeing Alignment Plan (life + financial goals)

  • Legacy Planning Session (wills, inheritance, money conversations with family)

  • VIP Access to Maisha Financial Planning Expert Network


Outcome: Financial clarity, sustainable wealth strategies, and an active legacy that inspires future generations.

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What You’ll Gain:

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  • Alignment between your money, wellbeing, and life goals.

  • Strategies for sustainable wealth growth (investing, protection, long-term planning).

  • Clarity on the legacy you want to live now and leave behind.

  • Confidence in conversations about money with your children, family, or community

 

Format:

 

  • Holistic Financial Planning Packages (annual guidance & reviews)

  • Legacy & Wealth-Building Masterminds

  • Keynote talks & corporate workshop

 

Perfect For: Those who are ready to step into leadership – in their families, businesses, and communities – and create a legacy of empowerment and abundance.

Maisha Financial Planning is a trading name of Maisha Mazuri Limited and provides "educational financial services", which the Financial Conduct Authority (FCA) Handbook PERG 8.26.2 and Section 22 of the Financial Services and Markets Act 2000 state does not require FCA regulation. These educational financial services fall under the jurisdiction of general consumer laws in the UK, including the Consumer Protection from Unfair Trading Regulations 2008, the Consumer Protection (Amendment) Regulations 2014, and the Digital Markets, Competition, and Consumers Act 2024. The Competition and Markets Authority oversee us. Clients of Planet Positive Planning Ltd are protected by consumer protection regulations, granting them a private right of action not available to clients of FCA-regulated firms. For additional information see our terms and conditions. Please feel free to contact us. Maisha Mazuri Ltd is registered in England & Wales under company number 15946439 registered office address 27 Old Gloucester Street, LONDON, WC1N 3AX, UNITED KINGDOM. We are registered with the Information Commissioner's Office, reference number C1598592.

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