PRIVATE WEALTH MANAGEMENT (PTY)

Private Wealth Management is a registered Financial Services Provider established to meet the lifestyle financial planning needs of individuals in the affluent and professional market. We have provided trusted advice and wealth management solutions, giving purpose to our valued clients' wealth since 2000. Each of our financial planners are required to stay up to date with the latest developments in financial and estate planning; the advantages and disadvantages of many international and local investments; and tax, legal, life and risk environments. We have a robust lifestyle financial planning advice philosophy and access to bespoke solutions offered by selected product providers... We offer objective advice, as we have relationships with various solution providers and specialist partners including direct share portfolio management, fiduciary services (wills, trusts and estates) and short-term insurance... If your interests lie in holding direct share portfolios, we offer access to..

Also known as: Private Wealth Management, Private Wealth Management (Pty) Ltd

Registration numbers: 2019/470597/07 (W)

Primary location: Bloemfontein South Africa