Financial Planning

Our personal financial representatives are equipped to help you achieve your financial goals, whether you need retirement planning advice, support with maximising your investments, or help with planning your child’s education.

Trusted Providers

Hansard - one of PROVEN Wealth Cayman's trusted providers in our Strategic Financial Planning ServiceRL360 4 JPG.pngIFGL 1.png

Our Solutions


Retirement Planning

You’ll no doubt have various aspirations for the future, but it’s important to have a proper retirement plan put in place. Planning for your retirement is an exciting time at PROVEN Wealth, our bespoke retirement plans are carefully tailored to your current financial situation and goals so you can make the most of your retirement.


Education Planning

As education fees around the world continue to rise, early preparation and careful financial planning are becoming a necessity.


Investment Planning

Investments plannings often form the basis of building a nest egg. The fact is, the sooner you start, putting money away, the more you stand to accumulate. you want to invest a lump sum or put money away each month, PROVEN Wealth Cayman has the experience to help you make the most of the investment opportunities available.


Capital Investment

Modern wealth management is about more than just numbers – it’s about emotions, dreams, goals and looking to the future. We understand you’ve worked hard for your money, now your money needs to work hard for you.


Review My Portfolio

Acquiring, preserving and growing your wealth can be daunting. You’ve worked hard for your money and you now want your money to work hard for you. PROVEN can help you achieve this goal.

A PROVEN approach to Wealth Management Solutions that build sustainable wealth for our clients.

Our Approach

Whatever your goals are in life, careful planning and successful investing of your wealth can help you get there. For decades, we have worked with individuals, families, businesses and institutions to deliver services and solutions to help to build, preserve and manage wealth.

We will help you pursue your wealth management objectives, by assessing your objectives and risk profile to create a suitable portfolio in line with your needs, through access to the wide suite of investment solutions offered by the company. 

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