At Personal Investment Management Services (PIMS), we believe that everyone should have full control over their financial futures. We should all be able to achieve financial independence and have peace of mind knowing that if anything should happen to us, our family, business and finances are taken care of. How we achieve this is by getting to know our clients, what their needs are and what they aspire to achieve. We then conduct a full financial needs analysis and together with our clients, mould a tailored financial plan ensuring a clear road map to achieve their desired financial future.

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Investment and Retirement Planning

The cornerstone of a solid financial plan starts with an understanding of how each part of your portfolio works, and what it can do for you. Too often, we surrender the mechanics of an investment to someone else, only to

Estate Planning

It is critically important to consider the financial implications in the event of death. Too often families are left with illiquid estates and no direction on how an estate is to be wound up and distributed leaving dependents unable to

Risk Planning

As part of our holistic financial planning process and together with our clients, we identify the risks and threats that could potentially inhibit them from reaching financial independence. It is important to mitigate these threats and constantly review and refine

Corporate Benefits

Many employees rely on their pension/provident funds with their companies to ensure that they retire comfortably. Not only are you able to help employees secure financial freedom but you also place your business in a more competitive position when recruiting and retaining

Business Assurance

The continuity of a business can be threatened by the passing or disablement of key individuals or owners/shareholders of a business. We provide advice and implement solutions for the businesses unique needs including: Key Man Insurance Buy and Sell Agreement

Short Term Insurance

We assist through our professional affiliations in catering for all Short Term Insurance needs from small house contents to complex commercial assets.