Overview

OverviewPWM Financial Management is a financial and legal services provider to professionals and businesses in Port Elizabeth and the wider Eastern Cape.

Our mission is to guide our clients towards financial security and wealth creation by providing independent financial advice. We believe the best way to achieve this is through gaining a thorough understanding of our clients’ needs by developing long-term business relationships.

Our Six-Step Financial Planning Process

PWM Financial Management follows a thorough financial planning process:

  1. Establish and define professional relationship with client.
  2. Gather client data.
  3. Analyse information.
  4. Prepare and present recommendations and solutions.
  5. Implement solutions.
  6. Review and monitor the plan.

Click here to take the first step