What we do
Financial architects with a proven 5-step blueprint!
You would never build a house without first creating a detailed blueprint. And yet, so many of us build a financial future without much thought. We take out random policies that we think “might work”, cash in on others when we change jobs, and very rarely (if ever) take stock of where we are and where we are headed financially.
That is where Envestpro* comes in. Think of us as architects that will help you create your ideal financial “home”. We will work alongside you to create a 5-step financial blueprint that is tailor-made to suit you and your budget – and one that can weather any of life’s storms ahead.
In brief, we believe in creating relationships. We are available as and when you need us, offer objective advice and solutions that have your best interests at heart, and work tirelessly behind the scenes to ensure that your money is working for you. When life happens (as it does for all of us), we will be right there to guide you through the next steps, whether it’s marriage, children, retirement, retrenchment, illness, inheritance, or divorce.
*Envestpro is an affiliate of Liberty Group Ltd.
