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 the Liberty Group Ltd.

Financial Wellness Checkup

Your FREE Financial Wellness Checkup forms the foundation of our relationship with you. This fun interactive one-hour session involves getting to grips with your unique financial wants and needs so that we can suggest a customised plan going forwards.

This Financial Wellness Checkup is repeated FREE of charge every 12 months so that we can make any necessary changes while also keeping you fully up-to-date with how your money is working for you.

At the end of the day, our aim is to empower you with the knowledge and tools to maximise your financial health. We don’t throw confusing terminology across the desk or ask you to hand over your financial “power” to us. Instead, we work alongside you to determine what you need to invest so that you are fully covered for every eventuality.

Financial Coaching

Envestpro’s Clearwater branch offers groundbreaking Financial Coaching sessions in and around Gauteng. This FREE session clearwatertakes the form of a fun, interactive session that allows you to see exactly what cover you need now, where your financial priorities lie, and just how much you need to be putting away for your retirement.

We hear so many stories of people who have lived for years without knowing exactly what their financial portfolio encompasses. Many seem to find the process overwhelming when in actual fact, it’s a very straightforward process!

Our Financial Coaching sessions where created for this very reason – to take you step-by-step through our proven 5-Step Financial Blueprint so that you can make informed choices going forwards. Plus, you’ll walk out the session feeling as if the weight of the world has been lifted off your shoulders!

This session can also take the form of a DATE NIGHT FOR COUPLES – an informal cheese and wine evening where you and your partner can workshop your financial future with the help of one of our Financial Coaches. This is one of our most popular offerings and is highly recommended!

Financial coaching

Enter your name and email address to schedule your FREE Financial Coaching Session in and around Gauteng.

Corporate Solutions

Envestpro provides extensive services to corporate clients:

  • A FREE Financial Wellness Checkup for each employee.
  • Group Benefits that will entrench employee loyalty.
  • Retrenchments – helping people make responsible financial choices during an emotionally difficult time.
  • Retirement – coaching team members on how best to save for their retirement. We believe that people need to retire TO their dream life (as opposed to retiring FROM a job) and provide clear strategies on how best to do this. We also offer FREE “Five to Ten Years To Retirement” workshops at your offices.
  • Resignation – providing assistance with pension exit forms.
Financial wellness