PWM Financial Planners

Meet our Financial Planners

Our qualified team is ready to provide you with a financial action plan that's relevant to you. Select your city (from the menu on the left) to find your nearest Financial Planner.

More about Private Wealth

Find out more about Private Wealth Management and our Financial Planners by watching the video below:



All our Financial Planners:

  • Have completed rigorous internal training,
  • Have written and passed the FSB Regulatory Board Exams;
  • Are accredited to provide advice on the full range of PWM solutions.

Their qualifications/designations include either:

  • Professional qualifications, and/or
  • Certified Financial Planner (CFP™).

Our Financial Planners will:

  • Provide you with a financial action plan based on your personal circumstances and lifestyle goals.
  • Ensure that the financial action plan remains relevant.
  • Implement the solutions needed to reliably give effect to the advice contained in the action plan.
  • Ensure that the solutions remain relevant and that these solutions deliver what is required in the plan.
  • Communicate regularly with updates, ideas and relevant information, at least once a quarter.
  • Nurture a continuous relationship with you through a professional practice with a range of resources.

View the Private Wealth Management brochure.