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.

PWM Financial Management

PWM Financial Management

We manage more than just your bottom line. We manage futures.

Start yours today

PWM Accounting

PWM Accounting

Where you are more than just a number. You’re a valued partner.

Let’s take hands

PWM Western Cape

PWM Western Cape

Expertise knows no boundaries. Managing your wealth across borders.

Knock on our door

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
Retirement Planning Retirement Planning
How much capital do you need to retire comfortably?
Short Term Insurance Short Term Insurance
Is your insurance structured to cover all risk areas?
Investments Investments
Do you have a balanced investment portfolio?
Business Coaching Business Coaching
Need advice on the structures within your business?
Business Assurance Business Assurance
Partner and key personnel agreements in place?
Estate Planning Estate Planning
Will your dependants be financially secure?

Want to secure your financial future? Let us manage your wealth.

Legal Services
Trust Formation Trust Formation
Are your assets sufficiently protected?
Trust Administration Trust Administration
Is your trust administration up to date?
Wills Wills
Do you have a properly signed legal will?
Administration of Estates Administration of Estates
Will your estate be properly wound up?
Business Contracts Business Contracts
Do your business contracts suit your needs?
Succession Planning Succession Planning
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

Our in-house experts:
  • Establish and define professional relationship with client
  • Gather client data
  • Analyse information
  • Prepare and present recommendations and solutions
  • Implement solutions
  • Review and monitor the plan
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