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ProVérte Wealth and Risk Management (Pty) Ltd

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ProVérte Wealth and Risk Management (Pty) Ltd

Mission statement:

It is our mission to add measurable value to our clients’ lives in the areas of financial planning & risk management. We desperately want to be a positive force in our clients’ lives, therefore we are unwavering in our efforts to be an indispensable business and life partner. From a company perspective it is further our mission and desire to establish ProVérte as synonymous with competence & reliability.

We do not aspire towards winning industry awards or being patted on the back by product providers. This type of recognition simply does not motivate us. We measure our success by the extent of value we can add to individuals’, families’ and organisations’ financial well-being through a practical planning process. We understand very well that trust and respect are two things you have to earn and we are committed to consistently acting and transacting in ways that would earn us this respect and trust.

Overview:

Our Core Values

Integrity: Intelligence and ambition without integrity is a dangerous combination. This is why integrity is at the top of our list of core values. This also forms an integral part of our screening process when looking for prospective employees. It's a non-negotiable attribute required from all employees of ProVérte.

Transparency: It is of extreme importance to us that our clients get a what-you-see-is-what-you-get experience with ProVérte. We endeavour to make our processes, remuneration models and work methods as transparent as possible so that clients can evaluate the advice without any anxiety about hidden agendas.

Respect: One of the cornerstones of any successful relationship is mutual respect. We commit ourselves to always show respect towards every person we encounter daily. We feel so strongly about this that we will not stay in a relationship with clients or providers, big or small, if this common courtesy is not reciprocated.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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