PW Harvey & Co

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.

We offer competitive rates and use the Nedbank Corporate Saver and Investec Private Bank banking systems.

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.