PW Harvey&Co provides trusted accounting tax financial planning&insurance advice in Port Elizabeth.Supporting individuals families & businesses with clear compliant solutions for wealth protection retirement planning estates and long term financial goals FINANCIAL SERVICES WE OFFER
Business Consulting
We are able to assist in various types of business consulting such as budget preparations, evaluation of businesses for purchase or sale, income tax implications of transactions and many more. Private Banking Services
A service that PW Harvey & Co have been offering for a number of years is the administration and payment of clients' accounts, for example we pay water and lights, telephone, levies, taxes and so on. Share Portfolio Administration
The majority of PW Harvey & Co´s clients have a share portfolio. We are responsible for the administration of their portfolios relating to buying, selling, dividend collection, rights issues and share consolidation. Taxation – Individuals, Trusts, CC's and Companies
The tax department will see to the registration of taxpayers, provisional tax, and submission of annual Income Tax returns for individuals, Trusts, CC's and Companies as well as liaison with SARS where necessary. Accounting
PW Harvey & Co will gladly assist in the initial setup of sole proprietorships and private companies. We provide accounting and secretarial services, including preparation and submission of monthly VAT returns, PAYE, UIF and SDL returns, as well as monthly management accounts. We also prepare annual financial statements for individuals, Trusts, CC's and Companies and provide financial consultation upon request. Offshore Investments
PW Harvey & Co has contracts with offshore companies which provide clients with the opportunity to invest their offshore allowance in different types of investment products, taking currencies and taxation into account. Investments, Insurance Products and Medical Aids
We will assist you with a range of investment products such as: Participation Bonds, Fixed Deposits, Unit Trusts, Corporate Saver Bank Accounts, Life Insurance products, Endowments and Shares. We also offer medical aid administration and liaison through Discovery. PW Harvey & Co has contracts with Allan Gray, Old Mutual, Old Mutual International, Stanlib, Discovery, Investec, Liberty, Metropolitan, Momentum, Sanlam and BOE Stockbrokers. Deceased Estates and Wills
We will gladly assist and advise you with the planning of your estates, drafting of wills, appointment of executors in Deceased Estates, Administration of Estates as well as Curatorships. Short Term Insurance
We offer short term insurance services, including administration of claims.
