About Kim
Kim is a dedicated and accomplished CERTIFIED FINANCIAL PLANNER® based in Port Elizabeth. With over three years of experience in independent financial planning firms, Kimberley has become a respected professional in her field. In addition to her impressive academic achievements, which include a Bachelor of Financial Planning degree and a Postgraduate degree in Financial Planning with Cum Laude honours for both from Nelson Mandela University, and received the Vice-chancellor’s award as the best Postgraduate student.
Kim’s most recent achievement is passing the PCE exams in June 2023, securing her CFP® designation and ranking in the Top 5 nationally for that sitting. She’s not just a numbers enthusiast; she’s driven by a passion for education and investments, with a genuine desire to make a positive impact on people’s lives. Outside of her career, Kim enjoys the outdoors and staying active, reflecting her zest for life and her commitment to continuous improvement. With her unwavering dedication, positive attitude, and a belief in learning from everyone she encounters, Kimberley Welsh is poised to make a difference wherever she goes.
Kim’s Vision
Navigating life together…
“I just want to help people, no matter where they are on their financial journey. I’m passionate about educating individuals, helping them understand their financial situation, and building customized plans that suit their needs. In my view, everyone deserves access to financial advice, regardless of their financial status. My journey has been greatly shaped by the invaluable mentorship and teachings of PW Harvey & Co, who has not only helped me grow but has also instilled in me the importance of helping others. My goal is to help people achieve peace of mind and secure their future. I believe inputting clients first and ensuring their unique needs are central to every financial plan we create. My vision is simple – to navigate life’s financial complexities together with my clients, providing the guidance they need to reach their goals and dreams.”
Thoughts from the Executive Director, Gavin Harvey
“More than two and a half years ago, Kimberley embarked on her journey at PW Harvey, despite having limited practical experience in financial planning at the time. However, it didn’t take her long to translate her academic knowledge into real-world expertise. Kimberley has not only adapted quickly but has excelled at PW Harvey & Co. She seamlessly collaborates with the diverse team of lawyers, tax practitioners, accountants, and investment experts at PW Harvey, contributing her skills to craft customized financial plans for the firm’s clients. She also wholeheartedly embraces the holistic suite of financial services that PW Harvey offers.”
Contact Details
For more information, visit PW Harvey & Co. at https://www.pwharvey.co.za/
You can contact Kimberly at kimberley@pwharvey.co.za
Or give her a call on 041 373 2710 / 079 078 8478