Kim Spills the Tea

Navigating the world of finance can be overwhelming, but luckily for you, our financial expert Kim is here to make this process easier. Take a moment to get to know her better and discover how she can streamline your financial planning experience.

Who is Kim?

Meet Kim, your CERTIFIED FINANCIAL PLANNER® in Port Elizabeth. With over three years of hands-on financial planning experience and top-tier academic qualifications, Kim is here to offer invaluable financial advice. She recently achieved her CFP® designation, ranking in the Top 5 nationally, showcasing her passion for the industry. Beyond finance, Kim is dedicated to education, investments, and making a positive impact on people’s lives through her financial guidance.

What does Kim do?

At PW Harvey & Co., Kim is a key member of our investment team, collaborating with 39 skilled professionals to deliver effective financial advice to clients. Her role includes monitoring dynamic financial markets, analysing funds, shares, and more. Kim is passionate about connecting with individuals to assist with their unique financial needs, be it investments, insurance, or medical aid. She thrives on the diverse challenges and opportunities for growth presented by each individual’s financial situation.

How can Kim assist you?

Kim aims to simplify the complex world of finance, especially for clients seeking to safeguard their family’s future. As someone who has always appreciated the softer sides of financial planning, Kim focuses on personalised financial plans, not selling products or services, so you can make informed decisions to secure your financial future.

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