People first, always

Meet the people behind Proserve

Experienced insurance professionals, personal service and guidance built around the people and businesses we serve.

Our story

Advice built on lasting relationships

Proserve Advisory Group is an innovative boutique financial services provider. We offer a broad range of insurance solutions for individuals and businesses, from personal and commercial cover to healthcare, life, retirement and investments.

What began in Ballito in 2001 has grown into a nationwide service with teams in Cape Town, Durban and the Southern Cape. Through that growth, our focus has remained the same: personal attention, informed guidance and long-term client relationships.

Our people

Meet the Proserve team

Brokers, underwriters and support specialists working together to keep you covered.

Jason, Broker at Proserve Advisory Group

Jason

Broker

Jason assists clients with bespoke insurance solutions, life cover and investment strategies. Passionate, knowledgeable and personable, he provides considered advice and personal attention across a wide range of financial and insurance needs.

TC, Medical Aid and Life Administration Specialist and Broker Under Supervision at Proserve Advisory Group

TC

Medical Aid & Life Administration Specialist | Broker Under Supervision

TC assists clients with medical aid and life administration, providing clear, attentive support throughout the process. He is also developing his advisory experience as a broker under supervision.

Saeuren, Commercial Lines Underwriter at Proserve Advisory Group

Saeuren

Commercial Lines Underwriter

Saeuren is a highly efficient commercial lines underwriter who combines professionalism with a friendly, approachable manner. His experience and attention to detail help ensure that business clients receive responsive and dependable underwriting support.

Donavan, Client Claims Support, Specialist Cover, Business and Travel Insurance at Proserve Advisory Group

Donavan

Client Claims Support, Specialist Cover, Business & Travel Insurance

Donavan supports clients with business insurance, specialist cover, travel insurance and claims. Caring and solutions-focused, he is there when things do not go according to plan and works to identify appropriate cover at competitive premiums.

Merick, Personal Claims and Insurance Administration at Proserve Advisory Group

Merick

Personal Claims & Insurance Administration

Merick is the team’s claims warrior and a reliable source of support for personal insurance claims. He also assists the domestic and commercial administration teams and works hard to help clients achieve fair claims outcomes and appropriate policy savings.

Carol, Personal Lines Administrator at Proserve Advisory Group

Carol

Personal Lines Administrator

Carol is Proserve’s chief personal-lines client carer. With extensive knowledge, wisdom and a genuinely helpful approach, she guides and supports clients at every turn.

Charlene, Personal Lines New Business Specialist at Proserve Advisory Group

Charlene

Personal Lines New Business Specialist

Charlene specialises in new personal-lines business, helping new clients understand their options and making the process of putting suitable personal cover in place as clear and straightforward as possible.

Amelda, Office Manager at Proserve Advisory Group

Amelda

Office Manager

Amelda is the caring heart of the Proserve office—our team’s “Mama.” She looks after the team with patience, care and understanding, helping everything run smoothly each day.

Need personal guidance?

We’ll connect you with the right person

Tell us what you need help with and the appropriate Proserve team member will get in touch.

Contact Proserve