FINANCIAL CONSULTING

We will guide you through the intricacies of wealth and the complexities of today’s financial world and crystallise a set of financial circumstances into a viable financial plan. It’s about exceptional service perfected.

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RISK PROTECTION

Risk management represents a collection of strategies and approaches to provide certainty of outcome in the event of death or disablement.  We analyse risk from a wide perspective to ensure informed decisions are made.

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INVESTMENT OPTIONS

As the custodians of over R 3 billion of client funds, we take investment management seriously and offer a suite of products and partners to suit all levels of investment.

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WILLS & TRUST MANAGEMENT

We offer a holistic approach when drafting local and offshore wills ensuring the management of succession planning under one roof.

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RETIREMENT & ESTATE PLANNING

Retirement planning and preservation of wealth are uniquely formulated for you and based upon your particular requirements.

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BESPOKE SERVICES

Our level of personal service for over 120 years has made our business unique in today’s fast paced world.  We will assist you with the following…

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CLIENT
TESTIMONIALS

“PW Harvey & Company provide a high level professional service coordinating all my financial, tax and estate planning, under one roof, allowing me time to pursue other ventures. Their specialised support structures manage my portfolio, giving me peace of mind as they maintain their ethos and the exceptional service they have perfected over the years. Thank you to ...

“Four generations of my family have dealt with PW Harvey & Co.  My mother, me, my 3 children and now my grandchildren.  We have all received the most wonderful service.  Great expertise, efficiency and most important, care and courtesy.  We all feel very safe and secure in their hands, and so grateful for their care for ...

“PW Harvey through Gavin and his team, offer a holistic financial service and consultancy, ensuring that your entire financial needs are met, today and into the future. There is an honest and sincere concern for your needs and the team have a very professional approach to guiding you. All decisions are made with your best interest at heart, ...

“I value the good advice I have received from P W Harvey over a period of about 30 years. Peace of mind and the knowledge that my wife and family will be financially looked after when I (inevitably) pre-decease my wife”. Arthur Rump

“Unlike many advisors, Gavin and his team are not merely interested in accumulating funds under management and do a lot more for us than manage our wealth – they actually help us manage our lives.  My family’s situation is complex and PW Harvey’s expertise has ensured we have access to world-class asset management in the UK within ...

“PW Harvey & Co have been financial advisors for my family and I for many years.  They see to our medical aid, short term insurance, trusts, savings, personal tax affairs and retirement planning. They also handle our business’ financials. I trust their advice, both personally and professionally, and know they always have my family and business’ best interests ...
“I have been with PW Harvey for over thirty years and during this time their support and guidance in my financial matters has been superb. They manage my entire financial portfolio from investments to life insurance and my will, my short-term insurance, the daily management of the family trust as well as all tax matters. They have become a great “one ...
“In this day and age when everything is changing, we are most grateful to you and your staff for what you have done for us, our families and friends. What has NOT changed, is that we can still trust PW Harvey & Co”. Aleck & Undene Gouveris
“PW Harvey and Company have been looking after my family and I for over 35 years, starting off with the late Gerald Harvey, and now Gavin and his team. Their support and the work they do exceed my expectations, as they have not only seen my financial, but also my personal needs”. Anonymous
“In this day and age looking after ones financial affairs and running a business can be challenging. I found worrying about my tax returns, structuring my investments, estate planning, short term insurance and a host of other annoyances took away time for me to focus on my core business. PW Harvey’s one stop shop for all my financial needs has ...

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FINANCIAL PARTNERS