Financial Consulting

Financial planning refers to the process of creating a comprehensive strategy that helps individuals and families achieve their financial goals. This includes understanding and managing personal finances, developing a plan to achieve long-term financial objectives, and minimising financial risk. 

Our Offerings

  • Wealth Planning 
  • Retirement Planning
  • Estate Planning
  • Personal Protection
  • Short-term Insurance
  • Medical Aid
  • Bespoke Services

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Other Services

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Personal Protection

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

Wealth Planning

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

Retirement Planning

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

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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

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