Financial and Estate Planning

Financial Planning

At PWG Group, we follow a well thought out financial planning process that will assist you to realise your life goals by properly managing your finances.

This plan can include planning for your retirement, saving for your child’s education, buying a home or planning your estate.

It involves gathering information, setting life goals, examining your current financial status and coming up with a strategy or plan for how you can meet your goals given your current situation and future plans.

Estate planning

Ever considered the fact that your death could tie up your estate so badly that your family will be left without an income?

Or that your business assets could be tied up so tightly that your company cannot operate or remains at the mercy of your unsettled estate?

There's no need to see your life's work go to waste due to a non-executable will. Just plan properly to spare your next-of-kin and business partners as much trauma and inconvenience as possible. 
Further, safeguarding the financial interests of your loved ones is your biggest priority when it comes to planning your estate: ensuring that the needs of your family and minors are taken care of, and that estate duty and income tax liabilities are kept to a minimum.

Setting up trusts and drafting wills could be legally complicated. It requires specialised legal knowledge.

Your PWG financial planner can assist and take you through the abovementioned processes.

Get Your Quote Today

Contact Head Office

Phone: 012 993 4533


494 Indiana Ave
Pretoria, South Africa

Contact Short Term Office

Phone: 012 993 4533


498 Indiana Ave
Pretoria, South Africa

About PWG Group

PWG Group designs its financial solutions around the following core principles:
"PWG Group proudly represents all the major players in the Financial Industry in all the various Fields of Insurance."
PWG Advisory Services (Pty) Ltd FSP nr. 44152 and PWG Short Term Advisors (Pty) Ltd FSP nr. 44153 are authorised financial services providers. © 2024 PWG Group. All Rights Reserved. Powered by Creative Joggie