Engage

‍When you engage with PWM Advice, not only do we get to know your financial situation, but we also get to know you on a personal level. Your first meeting with us, is at no charge.

We have a diverse range of clients, which means we are also flexible with our booking times. We understand that life can be busy, and everything cannot fit in a 9-5 schedule, this is why we also do appointments after hours. All you have to do is ask for a time that suits you and your family! We offer meetings in person, via a phone call or Microsoft teams.

Evaluate

We will sit and evaluate your situation with what you have told us.

If we believe you are in the right position, then we will tell you this.

We will look at your short-term and long-term goals, and assess, how best to help you achieve these.

If we believe we can help strengthen your financial situation, we will move forward with creating personalised advice to suit you.

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Educate

We make financial advice easy.

We don't want to overcomplicate the process and confuse you with the financial jargon.

Our goal is to educate you along the way and go along this journey with you. We want to grow with you and watch you achieve your goals through all the stages of life.

Execute

Now that you are a part of the PWM Advice family, we want to make the implementation process as seamless as can be.

We will advise you on the next steps and what to expect.

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