Based in PMB, Hilton and the Midlands, we provide holistic, goals-based financial planning for individuals, families, and business owners, including:

Investment management (local & offshore; discretionary and tax-efficient portfolios)
Retirement planning (pre-retirement, living annuities, retirement annuities/pension/provident/preservation strategies)
Estate & legacy planning (wills, trusts, liquidity, beneficiaries, business succession)
Tax-efficient structuring (TFSAs, CGT planning, dividend/interest optimisation)
Risk & protection (life cover, disability, income protection; critical illness)
Business owner solutions (buy–sell agreements, key person cover)
Offshore planning (allowances, currency and custody, global diversification, estate considerations)
Ongoing review & advice (annual planning updates, portfolio rebalancing, life event support)

Provest Wealth

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