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 Coaching
– 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?
Medical Aid
– PWM offers a selective range of Medical Aid and Gap Cover options that relate to your individual and family needs.
– Medical schemes, help you to pay for your healthcare needs.
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