Richard

"After seeing my grandparents and parents struggle after retirement, I was concerned about not being able to keep the life style I was used to when I would eventually retire. Thank you to Proventus Capital and the way they do holistic Lifestyle Financial Planning, I could have a clear understanding in how to invest my money in relevant and up to date strategies, and how these would help to meet my relevant goals, I am now more than able to comfortably retire."

HE IS BUILDING HIS BUSINESS CAREER

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Dr. Baloyi

"As a Doctor, we often treat people who have been through severe Trauma. Post-accident rehabilitation is critical for a full recovery, unfortunately this can be very expensive. Imagine my shock when my wife was involved in a horrific vehicle accident. Thanks to the Advice received from Proventus Capital, my wife could receive the best medical treatment due to the appropriate risk cover that was put place, and I don’t have to work long hours to pay for her rehabilitation, but can rather spend my time helping her recover."

HE IS A PROFESSIONAL MEDICAL PRACTITIONER

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Mrs Wilson

"My husband and I used to do our Financial Planning together, he wanted to make sure that I would be looked after if anything happened to him, my whole world fell apart when he passed away, however my financial well-being did not, special thank you to Proventus Capital, for saving us so much money in Tax and proper Estate Planning and making sure I could still manage financially."

HER HUSBAND RECENTLY PASSED AWAY

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Steve

"Proventus Capital assisted me with my personal lifestyle financial planning in a way that allows me to remain in control but allows me to have more time on my hands. Thank you Proventus Capital, because whilst I am working, so is my money, difference is when I relax, my money does not."

HE KNOWS WHAT TO DO, BUT DOESN'T HAVE THE TIME

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Carol

"Diversify, Diversify, Diversify your asset base….. spread your risk in targeted strategies for maximum return, Proventus Capital simplified this process for me, by keeping me grounded and focused in achieving my Financial Goals, I have since opened my first Business and will be branching Nationally."

HER FINANCIAL SECURITY IS TIED UP IN NON-LIQUID INVESTMENTS

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Planning for your life, not your moneyPiero2017-08-15T10:54:27+02:00

Tailored Lifestyle Financial Planning

We are a lifestyle financial planning organisation adopting new paradigms of intimate, relationship oriented boutique lifestyle financial planning that looks at the holistic needs of our clients.

We understand that planning your finances and retirement is a fundamental and intensely personal matter which needs careful and comprehensive consideration, this is why our clients are guaranteed a continued high standard of professionalism and expertise, through tailored lifestyle financial planning.

Achieve your life goals

Your goals and objectives are central to our planning process because every goal/objective/dream has financial implications. We will therefore asses your goals in an integrated holistic Lifestyle Financial plan, processing and developing relevant and up to date strategies and managing your financial affairs. We then monitor your performance to make sure you are on track to achieve your life goals.

Why us?

We are a boutique lifestyle financial planning practice.

Therefore our aim is not to be everything to everyone. We choose to partner with family units that are as serious about their financial future as we are passionate about lifestyle financial planning.