Private Wealth Management - South Africa

Best Lifestyle Financial Planner - Pretoria -South Africa Private Wealth Management-Francois At Private Wealth Management (PWM) we build partnerships with our clients and take our responsibility of planning for their financial future very seriously. We ask our clients all the relevant questions to get to know them, find out what’s important to them and determine their goals for the future. Our team of top professional financial planners is highly qualified with a knowledgeable support team. We follow the Financial Planning Institute of Southern Africa (FPI)’s internationally-recognised six-step financial planning process to help clients to define their lifestyle goals and identify their lifestyle, business and surplus assets. This is followed by a financial analysis including financial modelling based on various scenarios to reach every client’s unique goals. Our process includes all aspects of personal financial planning from wealth protection to savings and investments, retirement, tax and estate planning. About Francois Francois Le Roux is a qualified attorney and joined Private Wealth Management (PWM) in 2001. He has over fifteen years of experience in lifestyle financial planning within the high-net-worth market and is a proud mentor to aspiring financial planners. Francois was a finalist in the 2016 and 2017 FPI Financial Planner of the Year competition and is highly regarded in the industry. Contact: +27 12 3661100 Website: www.privatewealth.co.za