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Envestpro

266 employees

Envestpro was established in 1998 as a tied advisory intermediary business. Envestpro serves clients through the recruitment of talented individuals and empowering them to build successful financial planning practices. Envestpro has grown from a single-person business in 1998 to serving over 300 financial advisors across South Africa. Envestpro services our clients and advisors from two office centres located in Johannesburg (Fourways and Midrand), two office centres located in Pretoria East and our coastal offices in Durban, Gqeberha (PE) and Cape Town. We also have a presence in Umthata and other outlying areas. Envestpro serves over 38,000 clients and is responsible for intermediating more than 12 billion rands in assets. Our end-to-end financial service ensures that we take care of all our clients' financial needs under one roof. Our service offerings are underpinned by a dedicated team of support staff who strive to deliver exceptional services. Envestpro is focused on empowering our advisory force through best-in-industry training and continuous development. We are able to take complex knowledge and distil it into easy-to-understand methodologies that have been proven to help clients create wealth. Envestpro's ongoing commitment to our clientele and advisors has earned us the following accolades over the past few years: Liberty Group's Entrepreneur of the Year 2011 & 2013, Liberty Group's Gold Operation of the Year 2015, 2016, 2017 and 2018. In 2019, Liberty Group awarded Envestpro Nation Distribution Partner (NDP) Status, and in 2023 Envestpro was named as Liberty's NDP and Gauteng's Regional NDP of the year. Envestpro Fourways was named as the NDP Small Business of the Year 2023 and Envestpro Pretoria as the Regional Top Risk Writer of the Year 2023. Envestpro (Pty) Ltd (reg. no. 98/020978/07) is an Affiliate of Liberty. Liberty is an authorised FSP in terms of the FAIS Act, 2002 (Licence no. 2409), a part of the Standard Bank Group.

Basic info

Industry

Financial Services

Sectors

Financial Services

Date founded

1998

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