Financial services | PWM Financial Management

Financially-speaking, we’re on it

PWM Financial Management’s experienced consultants will provide you with the right financial planning advice for your needs. Ask yourself whether you are adequately protected in terms of:

Retirement Planning

Do you know how much capital you need to retire comfortably?
Are you aware that a pension or provident fund is not necessarily sufficient?

Short Term Insurance

Are you sure that you are paying competitive premiums?
Is your insurance correctly structured to cover all risk areas?

Investments

Do you have a balanced investment portfolio?
Do you know how your retirement funds are invested and the tax implications thereof?

Business Structures

Do you need advice on the structures within your business?
Do you have a business contingency plan in place?

Business Assurance

Do you have an enforceable buy-and-sell agreement in place with your business partners?
Do you have key personnel whose services you need to retain?

Estate Planning

Are you confident that your dependants will be financially secure after your death?
Is there sufficient liquidity to meet your estate’s financial obligations?

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