Review
Your message is reviewed by our lead planner, who checks for immediate risks or opportunities needing quick attention.
Use the form or call us to explore how we can support your financial planning, budgeting oversight, or investment learning needs. We respond within two business days.
Provide a brief summary of your needs, budget challenges, or investment questions. We will review and suggest the best starting point for collaboration.
Your message is reviewed by our lead planner, who checks for immediate risks or opportunities needing quick attention.
We schedule a conversation to clarify goals, budget realities, and team members who should be involved.
Within five business days you receive a scope outline, indicative timeline, and document checklist to begin.
We collected common questions from households and organisations starting their financial planning journey with Upliftzenith.
Yes, we support clients across Ghana through virtual sessions. We schedule reviews that align with your working hours and provide digital resources for follow-up.
Recent bank statements, mobile money summaries, existing budgets, and any investment records assist us in starting quickly. We will advise on any additional items during the discovery call.
We store files in encrypted drives, control access internally, and only share information with licensed partners with your written consent.
Our office sits along Ho Main Street, close to civic offices and banking halls. We welcome scheduled visits for consultations, plan reviews, and collaborative workshops.
Office hours: Monday to Friday, 09:00–17:00 GMT
We offer private meeting rooms, reliable internet for virtual participants, and printed resources to take home. Parking is available nearby, and the office is wheelchair accessible.