Empowering Your Financial Future with Expert Consultancy and Automated Solutions

Smart Budgeting
Plan your money and track expenses with ease. Discover
Savings &
Emergency Planning
Secure your financial future
Discover
Debt & Wealth
Management
Plan your money and track expenses with ease. Discover
Financial
Organization
Keep personal and business finances structured and clear.
Discover

Your Partner in Financial Growth

At The Wealth Basket Consultancy, we provide expert financial guidance and innovative automated tools to help individuals and businesses make informed, data-driven financial decisions. Our mission is to simplify financial management while maximizing your financial potential.

Solutions to simplify complex financial tasks.

Your Partner in Financial Growth

At The Wealth Basket Consultancy, we provide expert financial guidance and innovative automated tools to help individuals and businesses make informed, data-driven financial decisions. Our mission is to simplify financial management while maximizing your financial potential.

Mission

Solutions to simplify complex financial tasks.

Providing you easy-to-use Tools to help you Manage Your Finances with Ease.

Smart Budgeting
Plan your money and track expenses with ease.
Savings & Emergency Planning
Secure your financial future
Debt & Wealth Management
Pay off debt and grow your wealth.
Financial Organization
Keep personal and business finances structured and clear.

Why Choose The Wealth Basket Consultancy?

Client-Tested, Expert-Approved: Our tools are designed from years of client experience, making them reliable, practical, and tailored to real financial needs.

Custom Solutions: Every tool and strategy is tailored to meet your unique financial needs.


Data-Driven Decisions: We combine human expertise with AI-powered automation for smarter financial planning.


Time-Saving Automation: No more manual calculations – let our tools do the work for you!

Why Choose The Wealth Basket Consultancy?

Industry Expertise: Our consultants bring years of experience in finance and wealth management.
Custom Solutions: Every tool and strategy is tailored to meet your unique financial needs.
Data-Driven Decisions: We combine human expertise with AI-powered automation for smarter financial planning.
Time-Saving Automation: No more manual calculations – let our tools do the work for you!

Looking for a personal customized worksheet? We can make it happen

Send us an email, call or WhatsApp of what you need and we will build it for you. 

Customers say about
our products

I recently purchased the Annual Budgeting Template and I couldn’t be more pleased with my decision. The package is thoughtfully designed and includes everything I need to effectively manage my finances.
Overall, this template package is an excellent investment for anyone looking to take control of their finances. Highly recommended!

Naomi – October 31, 2024

An amazing, easy-to-use template that’s perfect for staying organized and taking control of your finances.

Roky – November 29, 2024

This annual budgeting spreadsheet has been a game-changer for me.The well-organized dashboards for tracking my emergency fund, savings, debt, and monthly finances have made budgeting so much easier and even enjoyable. The ability to input my income and expenses in the monthly sheets keeps everything on track and helps me visualize my financial progress clearly. It’s user-friendly, visually appealing, and incredibly practical. I highly recommend this template to anyone looking to take control of their finances. It’s worth every penny.
Not to mention Winnie is readily available to help you familiarize yourself with it and answers all queries.

Ranny Mwendwa – December 6, 2024

This tool changed my money management skills and mindset.
It’s easy to use, very detailed with graphs and chats to highlight where your money goes.You can also use it on the go or while running errands via Google sheets to help you track expenses and make informed decisions.

Winnie is also your go to go lady if you’re struggling with money management or debt. Very reliable, gives excellent guidance throughout your journey at reliable fees. Highly recommend

Hannah Ngugi – December 6, 2024

Great work , Winnie i am really enjoining this spreadsheet, thanks

abdi ibrahim – December 4, 2024

Testimonials

Customers say about
our products

I recently purchased the Annual Budgeting Template and I couldn’t be more pleased with my decision. The package is thoughtfully designed and includes everything I need to effectively manage my finances.
Overall, this template package is an excellent investment for anyone looking to take control of their finances. Highly recommended!

Naomi – October 31, 2024

An amazing, easy-to-use template that’s perfect for staying organized and taking control of your finances.

Roky – November 29, 2024

This annual budgeting spreadsheet has been a game-changer for me.The well-organized dashboards for tracking my emergency fund, savings, debt, and monthly finances have made budgeting so much easier and even enjoyable. The ability to input my income and expenses in the monthly sheets keeps everything on track and helps me visualize my financial progress clearly. It’s user-friendly, visually appealing, and incredibly practical. I highly recommend this template to anyone looking to take control of their finances. It’s worth every penny.
Not to mention Winnie is readily available to help you familiarize yourself with it and answers all queries.

Ranny Mwendwa – December 6, 2024

This tool changed my money management skills and mindset.
It’s easy to use, very detailed with graphs and chats to highlight where your money goes.You can also use it on the go or while running errands via Google sheets to help you track expenses and make informed decisions.

Winnie is also your go to go lady if you’re struggling with money management or debt. Very reliable, gives excellent guidance throughout your journey at reliable fees. Highly recommend

Hannah Ngugi – December 6, 2024

Great work , Winnie i am really enjoining this spreadsheet, thanks

abdi ibrahim – December 4, 2024
Blog

Resources

February 26, 2025 WBC

Where Did My Money Go? The Importance of Budgeting for Every Kenyan

If this is you every month, this is your sign to read this: Every month you ask yourself this...

February 26, 2025 WBC

Why every Kenyan needs an Emergency Fund.

Before we get started, let’s begin with the basics: What exactly is an emergency fund? An...