Adaeze Okonkwo
Managing partnerTwenty years in fund management before founding Kestrel. Leads retirement and estate planning, and chairs the investment committee.
Home / Advisers
The advisers
People who know your file
Every client has a lead adviser and a checking adviser. Here are some of the people you will meet. Names and faces are examples for this demo.
Partners and advisers
Small team, long memories
We keep each adviser to a limited number of families, so they remember your children's names and your plans for them.
Babatunde Lawal
Partner, wealth managementBuilds and reviews client portfolios. Known for the one-page quarterly report and for explaining bonds with a plate of rice.
Zainab Bello
Senior adviser, educationPlans school fees from nursery to master's degrees, at home and abroad. Mother of three, so she has done the sums herself.
Chukwuemeka Obi
Senior adviser, business ownersWorks with founders on cash management, staff pensions and keeping business and family money apart.
Ifeoma Nwosu
Adviser, retirementHelps clients in their forties and fifties work out what their RSA will and will not do, and what to add.
Olumide Adeyemi
Adviser, diaspora clientsLooks after clients in the UK, US and Canada who are saving for a home or retirement back in Nigeria.
How we work together
Two advisers on every file
Your lead adviser runs the review, writes your plan and is the person you call. A checking adviser reads every recommendation before it goes to you and asks the awkward questions: is this too risky for a goal that close, is the fee worth it, have we priced in inflation properly.
If your lead adviser is away, the checking adviser already knows your file. Nobody has to start from the beginning.
- A named lead adviser and a named checking adviser
- Quarterly calls with your lead adviser
- Annual review with both advisers present
- WhatsApp and phone replies within one working day
Qualifications
What our advisers have done to earn your trust
Professional exams
Every adviser holds a recognised financial planning or investment qualification, and keeps it current each year.
Thirty hours a year
Ongoing training on tax, pensions, markets and the needs of Nigerian families.
No sales targets
Advisers are paid a salary and a share of client satisfaction scores, never of products sold.
Background checks
Every person who touches a client file has passed reference and background checks.
Careers
Join the team
We hire one or two people a year: graduate planners who want to learn the craft slowly and properly, and experienced advisers tired of sales targets. If that sounds like you, send a short note about why you care about this work.
Start with a planning review
Sixty minutes with an adviser at our Ajah office or on a video call. We look at your goals, your cash flow and what you already own, then write it up. The N25,000 review fee comes off your plan fee if you go ahead.