Your Wealth is Our Business
PWM Financial Management in Port Elizabeth is a financial planning and legal services provider to individuals and businesses. Alongside its affiliates, PWM Accounting and PWM Western Cape, the group is positioned as a one-stop, full-service financial destination for clients across the Eastern and Western Cape.
Looking after your future. Today.
Not only do we guide you towards financial security by providing independent financial and legal advice, we make sure your accounting is less taxing.
Financial Management Services
How much capital do you need to retire comfortably?
Short Term Insurance
Is your insurance structured to cover all risk areas?
Do you have a balanced investment portfolio?
Need advice on the structures within your business?
Partner and key personnel agreements in place?
Will your dependants be financially secure?
Want to secure your financial future? Let us manage your wealth.
Are your assets sufficiently protected?
Is your trust administration up to date?
Do you have a properly signed legal will?
Administration of Estates
Will your estate be properly wound up?
Do your business contracts suit your needs?
Know how to keep a business in the family?
Want to protect your assets? Speak to us about our legal services.
Six Steps to Financial Freedom
PWM Financial Management follows a structured process