PW Harvey & Co.

Plan Your Financial Future

Our Expertise

Why trust in us?

PW Harvey & Co. has a 125-year history of providing financial management services, including investment advice and portfolio management, with a commitment to excellence and seeking new investment opportunities globally.

Financial Experience

PW Harvey & Company has a 125-year history of providing financial management services, including investment advice and portfolio management, with a commitment to excellence and seeking new investment opportunities globally.

Tailored Investments

PW Harvey & Company provides tailored investment solutions, including bespoke portfolio construction and administration, for sophisticated investors, in addition to a range of investment products for all levels of investment.

Future Planning

PW Harvey & Company provides future planning services, including retirement planning, preservation of wealth, and bespoke portfolio construction, to help clients achieve their financial goals and secure their financial futures.

Our Services

What we have to offer

Financial management can be overwhelming when you don’t know where to start and who to ask, but with over 120 years of experience in the field, PW Harvey has sound solutions for all your financial needs, qualms and queries. Our client commitment and unbiased approach enables us to build tailored investment portfolios for the individual and their changing circumstances.

Estate Planning

PW Harvey & Co offers personalised will creation through in-person consultations.

Offshore Investments

Personalised, objective financial planning through trusted relationships and individual advice.

Risk Protection

Strategic risk management to ensure certainty in life's unexpected events.

Retirement Planning

Tailor-made investment recommendations based on understanding your family's requirements and goals.

Wealth Management

PW Harvey manages over R3bn and provides bespoke investment solutions for all clients.

Tax Planning

PW Harvey can handle all your tax-related administration, including submission and clearance.

Accounting

Outsource financial & accounting tasks to us for stress-free management.

Employee Benefits

Comprehensive administration of employee and stakeholder benefits for your company.

Short-term Insurance

Protect your valuables with our short-term insurance for financial security.

Commercial Insurance

Trusted for 120+ years, we provide personalised and innovative business solutions.

Statutory Administration

Effortlessly set up your business with our expert registration assistance.

Banking

PW Harvey can handle all your banking-related services, with over 120 years of experience

Bespoke Services

Comprehensive bespoke services, like banking, licenses, property management & statutory administration

Medical Aid

Get appropriate medical coverage and save on expenses when considering your Medical Aid membership.

Gap Cover

Trusted for 120+ years, we provide personalised and innovative business solutions.

Get the app

PW HARVEY & Co Client App

Download the PW Harvey & Co Client App from the Google Play Store or the Apple Store today!

Newsletter

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Financial Insight

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the Tea

Meet Kim, your CERTIFIED FINANCIAL PLANNER® in Port Elizabeth, here to offer invaluable financial advice.

Thank you for your submission!

We we will be sure to review your submission and get back to you as soon as possible! Feel free to contact us with any other questions or queries.

Thank you for your submission!

We appreciate the time you have taken to fill in and submit your online will! We will be sure to review and make contact with you as soon as possible!

Draft your free will with us

A will is one of the most important documents you can have. At PW Harvey & Co, free wills come standard. Let us assist with your will and provide you with peace of mind. Complete the below form and we will contact you to sign the required documents.

PW Harvey & Co Client App

Download the PW Harvey & Co Client App from the Google Play Store or the Apple App Store today!