At PWM Financial Management you’ll meet a host of experts in various fields who will give you the right advice for your needs.

Pieter Willem Moolman – Managing Director – BCom (Hons), ACII. After graduating from Stellenbosch University, Pieter Willem worked at KWV before starting his own Financial Services business. He was later Managing Director of Theron du Plessis Brokers in his hometown of Cradock. He was also a founding member of PSG Konsult and later held the position of Chief Operations Officer at the group’s Head Office in the Cape. He retired from PSG in 2007 and moved to Port Elizabeth, where he established PWM Financial Management.

Pieter Willem Moolman

Pieter Willem Moolman

Orelia Lubbe, CFP® – Director – BAcc. Orelia completed her accounting degree at Stellenbosch University in 2006. She started her career as an accountant at Andrag Agrico, entering the financial services industry as a trainee financial planner at PSG Konsult two years later. During her time at PSG she completed her Postgraduate Diploma in Financial Planning, and joined PWM Financial Management in 2009 as Financial Planner.

Orelia Lubbe

Maryke McLaren – Director & Manager: Short Term – NDip Marketing and Sales. Maryke completed her studies in 1990 and has been in various marketing and sales positions over the past 20 years. She joined PWM in 2013.

Maryke McLaren

Léta Olivier – Marketing Director – BEd (AlgOnd). Léta completed her teaching degree at Stellenbosch University in 2013 and started her career as a teacher in Paarl, teaching Business and Economic Sciences. Her passion for the business world brought her back to Port Elizabeth where she joined PWM Financial Management in 2015.

Leta Olivier

Erica Fitzgibbon – Director & Manager: Legal Services – BJuris, LL. Erica completed her studies at NMMU where she graduated cum laude with a BJuris degree in 1994 and an LLB in 1996. She joined the Bar and successfully completed pupillage and the National Bar Exam, being duly admitted as an advocate in 1997. She also did her articles as a candidate attorney and was admitted as an attorney. In 2001 she became a legal advisor with Business Partners Limited and was promoted to legal manager in 2003. She started an attorney practice in 2011, specialising in legal services to businesses, covering aspects such as obtaining finance, commercial work, contracts, trusts, wills and training on various legal issues. Erica joined the PWM team in 2014 and was appointed director of PWM Regsdienste (Pty) Ltd in 2015.

Erica Fitzgibbon

Erica Fitzgibbon

Elsje Elliott – Legal Secretary – BAcc

Elsje Elliott

Elsje Elliott

Marietjie Erasmus – Short Term Admin: Claims

Marietjie Erasmus

Marietjie Erasmus

Laetitia Smith – Short Term Admin

Laetitia Smith

Johan Gerryts – Associate – BCom

Johan Gerryts

Annalene Moolman – Accountant

Annalene Moolman

Melinda Nel – Personal Assistant (PW Moolman)

Melinda Nel

Hannelie van Blerk – Personal Assistant: Financial Planning

Hannelie van Blerk

Hannelie van Blerk

Carina Marais – Financial Planner – BComm LLB

Carina Marais

Bartho de Vries – Financial Planner – National Certificate: Wealth Management

Bartho de Vries

Willene Moolman – Financial Planning Admin

Willene Moolman

Sanet van Staden – Short Term Admin

Sanet van Staden

Chantay Steenberg – Short Term Admin

Chantay Steenberg

Siphokazi Bola – Housekeeper

Siphokazi Bola