Success Begins with a Single Choice
Welcome
to PFS
PFS Wealth Management offers a range of wealth management services for individuals and businesses. We provide independent financial services for all your financial goals.
FSCA Licence Number: 18877
Authorised Financial Services Provider
Financial Services
ESTATE PLANNING
- Drafting of Wills
- Executors Services
- Estate Claims
- Risk Analysis
- Estate Duty and Fee Cover
GROUP BENEFITS
- Employee Risk Benefits
- Employee Retirement Funds
- Employee Medical Aid Funds
INVESTMENTS
- Short- and long term investments
- Investec CCM
- Nedbank Corporate Saver
- Discovery Bank
PERSONAL LIFE INSURANCE
- Life Cover
- Disability Cover
- Dreaded Disease Cover
- Funeral Cover
- Income Protector Benefit
SHORT TERM INSURANCE
- Personal Insurance (Home, car etc.)
- Commercial Insurance
- Gap Cover
MEDICAL AID COVER
- Medical Aid Cover
- Medical Insurance
- Gap Cover
BUSINESS INSURANCE
- Buy and Sell Policy
- Buy and Sell Agreements
- Contingent Liability
- Keyman Policy
RETIREMENT PLANNING
- Financial Needs Analysis
