Services

Our specialist wealth managers offer expert advice to residents and non-residents of South Africa, focusing on both offshore and local investments. Services include:

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ASSURANCE (As referral)

  • Life Assurance
  • Trauma/Disability Assurance
  • Income Replacement Assurance
  • Key Man Assurance
  • Term Assurance
  • Bond Assurance

INVESTMENT PLANNING

  • Unit Trusts
  • Shares
  • Offshore Investments
  • Living Annuities, Preservation fund
  • Defined Benefits, Linked Life Annuities

RETIREMENT PLANNING

  • Retirement Annuities
  • Provident Funds
  • Pensions Funds

OTHER

  • UK Investment Property
  • Accounting and Tax (As referral)
  • Off Shore Banking (As referral)
  • Legal Advice (As referral)
  • Partnership Agreements (As referral)

Contact Us

PWM Wealth Management is an Authorised Financial Services Provider. Please click here to read our Disclaimer.