Overview

PWM Wealth (PTY) Ltd recognises that legacies – and wealth - are built through time, talent and collaboration, all elements that are supported by our core values: trust, excellence, attention and service. Trust is a choice our clients make when we have earned their confidence by doing what we say we are going to do - through integrity, reliability and fairness - and doing it with excellence. And perhaps the greatest value of trust is not the accomplishments we make with it, but rather what trust accomplishes in us on our quest to remain a company who is worthy of receiving it. We believe in excellence as a standard and not a goal. Our practices involve persistently creating better ways of doing the things we do. We endeavor to exceed expectations through quality in our work and practices. We are in the business of creating and fostering authentic relationships by being present with every need of our clients, connecting with transparency, dignity and respect. At PWM Wealth (PTY) Ltd we believe clients want to hire someone experienced and professional who can get the job done, but they also want someone they feel like they know and can trust - who pays personal attention to them. Honesty, openness, sensibility and professionalism guide our actions to solve problems and challenges. We strive to comply with client needs and expectations by delivering our very best in all we do and holding ourselves accountable for results. We are a specialist provider of investment services to affluent individuals. We provide independent, expert advice on local and offshore investment funds, portfolios and structures. We have access to a vast, customizable range of investment options from across the global market and are able to advise upon the most appropriate solutions for our clients’ varying and specific needs.