SERVICES AND SOLUTIONS FOR INDIVIDUALS
PWS provides a host of financial services and solutions for individuals.
Whether you are looking to plan and save for future goals, planning for retirement, planning for provision in the event of death, disability, or illness, or planning for your legacy, our team of advisors will guide you through the complexities of picking the right solution for you and your family.
Investment planning
Create, build, and preserve your wealth with an investment vehicle aligned to your objectives. Whether you are saving for future goals, retirement, or legacy purposes, we help you to choose the right investments according to your risk tolerance, investment horizon and liquidity needs.
Retirement planning
Research done by insurers in South Africa indicate that only 6% of South Africans can afford to retire comfortably at age 65. Planning for retirement is one of the most important savings goals to consider when looking at holistic financial planning. We can help you plan for your life at retirement and determine how much you need to save towards your retirement goal.
Risk cover solutions
Be prepared for the unexpected. Risk cover provides you with protection and liquidity in the event of death, disability, or illness. Whether you want to insure yourself, your family’s financial needs, or your business interest, there is a risk cover solution specific to your needs.
Fiduciary services
Drafting a will and planning for the distribution of your assets at death is an integral part of holistic financial planning. Estate planning also ensures that there is sufficient liquidity in your estate to cover all estate related costs and expenses.
FOR BUSINESSES
Our services are designed to help employers take care of their employees’ financial needs. We provide you with employee benefit solutions specific to your company needs. This includes pension and provident funds and group insurance.