Our Services


"What the superior man seeks is in himself, what the small man seeks is in others."
- Confucios

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Investment & Retirement Solutions

According to the Oxford Dictionary, wealth is the abundance of valuable possessions or material prosperity. At ProVérte we understand that wealth plays an integral part in a person’s well-being. We therefore commit ourselves to the task of helping people create the type of wealth that will bring happiness. We strive to create practical and executable long-term financial plans for clients.

We have found that most individuals, although highly skilled in their vocation, are not well equipped to assess risk or generate achievable plans to reach their financial goals. By following a robust process within a strict ethical framework, by being transparent at all times and by placing a high premium on competence and value added service, we provide peace of mind that our clients’ needs are our primary concern.
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Life, Disability & Dread Disease

Financial planning does not stop at implementing a plan to reach one’s long- and short-term financial goals. Life is full of surprises, and provision needs to be made for the less pleasant ones. In the event that disability takes away one’s earning ability, or the death of a spouse results in debt that needs to be settled, the necessary cover has to be in place to ensure that you and your family’s financial security will not consequently crumble.

At ProVérte we focus on holistic planning, and the use of financial products is the final link in the chain. We avoid placing too much emphasis on products and premiums and rather focus on the processes required to get to the point of certainty in terms of which plan or product will best address your need.
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Short Term Insurance Solutions

Risk can be defined as the potential to lose something of value or as the intentional interaction with uncertainty. Values (such as physical health, social status, emotional wellbeing or financial wealth) can be gained or lost when taking risk resulting from a given action, activity and/or inaction, foreseen or unforeseen.

Risk is part of life. Avoiding all risk would result in no achievement, no progress and no reward. Insuring one’s assets is an important part of protecting one’s wealth. Leave it to our professional risk managers to assess the risks that you, your family or your business are exposed to. Not only do we compile a tailor made risk plan, we will be by your side when it comes to claim stage. We aim to deal with claims quickly and efficiently, ensuring a smooth and painless process.


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Medical Aid Fund

Physical health forms an important part of one’s overall wellbeing. Great health is often taken for granted when there is no history of serious illnesses/accidents in one’s family, and people neglect to pay attention to the changes in the health industry and the rising costs that can be incurred. Not having an appropriate medical aid fund can have a disastrous effect financially and emotionally when you or your family falls seriously ill.

Your health comes first, and it should not be a risk that you even consider to take. Our dedicated medical specialist goes the extra mile to evaluate your and your family’s medical needs, and makes necessary comparisons to find an appropriate medical aid fund that works for you.


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Samuel Rossouw CFP®
(BCommHons; Adv PGDFP)
Wealth Manager
Director

Contact

True to company culture, Samuel strives to build solid long term relationships with clients and has a meticulous way of identifying needs, defining goals and compiling an executable plan to reach one's goals. He firmly believes that one has to be a specialist in one's field to be able to add value, and continuous training & education is therefore paramount. To be objective and to have an independent approach to a client's planning is critical to make a difference.

Born & bred on a farm in the Montague region, Samuel matriculated in 2001 from Montague High School. He completed his BComm Honours degree in Business Management as well as his Postgraduate & Advanced Diploma in Financial Planning. Samuel is a CFP charter holder. Apart from a short stint at an agricultural company Samuel has spent his whole working career with ProVérte. Samuel is a shareholder and valuable member of the board of directors of ProVérte.