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
Retirement PlanningHow much capital do you need to retire comfortably?
Short Term InsuranceIs your insurance structured to cover all risk areas?
InvestmentsDo you have a balanced investment portfolio?
Business CoachingNeed advice on the structures within your business?
Business AssurancePartner and key personnel agreements in place?
Estate PlanningWill your dependants be financially secure?
Want to secure your financial future? Let us manage your wealth.
Legal Services
Trust FormationAre your assets sufficiently protected?
Trust AdministrationIs your trust administration up to date?
WillsDo you have a properly signed legal will?
Administration of EstatesWill your estate be properly wound up?
Business ContractsDo your business contracts suit your needs?
Succession PlanningKnow 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