Proventus Capital is a fee based practice providing independent professional lifestyle financial planning advice.

Our financial planners hold Post graduate Certified Financial Planner qualifications and have a team of individuals who can address all areas of investment and financial planning in sustaining and creating Capital (Wealth) for our clients.

The FPI Professional Certification is an initiative by the Financial Sector Conduct Authority to raise financial planning standards, where consumers seeking financial planning services from professional practices desire greater levels of professional continuity in the management of their planning requirements.

Proventus Capital focuses primarily on high net worth individuals, small business partners and families who desire the assistance of professional advisory specialists to coordinate estate planning, tax planning, employer retirement funds and investment management.

Our Value Proposition

Our value proposition to our clients is to DISCOVER YOUR ESSENTIAL GOALS by discovering the client first

Discovery

We want to discover your most essential goals and aspirations before financial recommendations can be made

Walk The Journey

After we have completed the actions required we want to walk the journey with you in providing financial coaching. We will regularly monitor your performance and position to make sure you are on track to achieve your financial goals. Where necessary we will recommend changes to your direction, structure and overall financial strategy

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.

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