About Us
About Advance Wealth Management
Advance Wealth Management Namibia (Pty) Ltd is an estate and financial management practice. Our aim is to provide objective and professional advisory services to private and corporate clients, particularly with regard to financial planning and corporate benefit requirements.
Given the wide range of investment products, offshore structures and investment alternatives, as well as the effects of the economy, interest rates and inflation, a holistic view of long-term financial planning is necessary. At AWM, we focus on building relationships with our clients, understanding their requirements and entering into partnerships with them to realize these goals within an acceptable risk profile. We base our service delivery on stringent risk management, quality control and service delivery.
Our wealth management service is delivered by professional, qualified staff with extensive experience in the service industry, backed by an infrastructure that includes a wide array of resources required in the modern financial planning environment.
Background
AWM originated as the Financial Services and Investment division of professional services firm PricewaterhouseCoopers during the late 1980’s. What started as a value-adding division rapidly grew into a fully-fledged core service, but it soon became clear that in order to deliver a comprehensive service to clients, resources not normally found within an accounting firm would be needed.
In 1998 the division was restructured as an independent professional financial services company – Advance Wealth Management (Pty) Ltd.
In February 2004 AWM Namibia (Pty) Ltd was sold by the South African Group to Namibian shareholders and AWM Namibia (Pty) Ltd is since fully owned by Namibians.
Services
Advance Wealth Management offers the full spectrum of personal financial planning and corporate employee benefit consulting services, including:
Executive Consulting
- Investment advice, planning and reviewing
- Retirement planning
- Offshore investments
- Business assurance
- PPS
- Evaluation and restructuring of insurance portfolios
- Short-term insurance;
Corporate benefits
- Employee benefits consulting
- Pension and Provident funds
Estate Services
- Estate planning;
- Drafting of wills;
- Formation and administration of trusts;
- Administration of deceased estates;
Associated Services
Advance Wealth Management also offers associated services through a network of joint ventures or working relationships. In this way, specialist functions are outsourced to reputable third parties in order to meet our clients’ requirements. These services include:
Asset Management
- Wrap funds
- Portfolio analysis
- Product development
- Equity portfolio management
Cash Management Services
- Cash placement services
Why Advance Wealth Management?
The evolving financial services arena and quantum leaps in technology have made optimum decision-making and planning exceptionally complex. Our financial advisers are qualified to assist you in making decisions that will significantly appreciate your wealth.
We are certain to add value due to the following:
- Access to local and international advice;
- Excellent technical competencies;
- Objective solutions;
- Professional investment expertise;
- Researched financial solutions; and
- A proven track record.
Staff and Network
Our team of professionally qualified, experienced individuals is the key to our success. AWM also operates through a network of joint ventures and working relationships. Their combined skills cover all aspects of financial services, including legal, economic and financial expertise.