Your Wealth is Our Business

PWM Financial Management is a financial planning and legal services provider to individuals and businesses.
Alongside it affiliates – PWM Legal and PWM Accounting – the group is positioned as a one-stop, full-service financial
destination for individuals and businesses across South Africa.

PWM Services

Financial Planning

Financial Planning

We help manage sustainable futures.

   Start yours today
Investments

Investments

Do you have a balanced portfolio?

   Ask us
Short-term Insurance

Short-term Insurance

Is your insurance correctly structured?

   Test your premium
Trusts

Trusts

Are your assets protected?

  Manage your assets
Deceased Estates

Deceased Estates

Are you confident with your estate?

   Feel at ease
Accounting

Accounting

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

  Let’s take hands

Estate Planning

Estate Planning

Are your dependents financially secure?

  Knock on our door
Medical Aid

Medical Aid

Your health and staying financial stable is important.

   Do you have medical cover?

Business Structures

Business Structures

Do you have a contingency plan?

  Do you need advice?
Plan for 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.

Let’s Talk
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
Take the next step