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.
Wealth planning is a comprehensive financial strategy that is designed to help individuals and families manage and grow their wealth over time.
At PW Harvey & Co, we employ fixed-term deposits and bonds as part of our lower-risk savings solutions. By investing a lump sum for a specified term you are able to earn a guaranteed interest return while preserving your capital. These financial instruments offer secure ways to grow your savings.
PW Harvey & Co utilises unit trusts to offer individuals a convenient and cost-effective way to invest. With unit trusts, individual investors contribute their funds, which are then pooled together into a diversified portfolio of assets, managed by experienced professionals. This approach minimises risk and provides the convenience of professional management, saving investors time and effort. Additionally, unit trusts are affordable and offer liquidity, making them accessible and flexible investment options for our clients.
PW Harvey & Co utilises tax-free investments to help clients earn returns without tax implications. These investments are channelled into diversified portfolios through unit trusts, offering exposure to different asset classes at lower costs. This strategy optimises returns while minimising tax burdens and management fees while still investing in the market.
Our team make use of endowment policies to help individuals in higher tax brackets capitalise on tax benefits while simultaneously growing and diversifying their investments. Endowments provide tax advantages, encourage long-term growth, offer diversification, and come with professional management, making them a valuable financial tool for our clients.
Personalised, objective financial planning through trusted relationships and individual advice.
Comprehensive bespoke services for personal growth and unique convenience for over 120 years.
Tailor-made investment recommendations based on understanding your family's requirements and goals.
Download and view The Promotion of Access to Information Act 2 of 2000
©2023 PW Harvey & Co. | All Rights Reserved
In Collaboration With Perfect Circle Design & Simon Says Advertising
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.
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!
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.
Download the PW Harvey & Co Client App from the Google Play Store or the Apple App Store today!