We follow a financial planning process based on sophisticated simplicity that allows our clients to remain in control as they navigate their health, assets, wealth and legacy. PPS Financial Planning represents all of the products offered in the PPS Group, including life, short-term insurance, medical aid and investments. PPS Financial Planning is structured to assist clients to manage their financial affairs effectively rather than focus on the sale of financial products, and only employs graduate professionals whose financial interests are aligned with client outcomes as opposed to product sales.
The head office is based in the De Wagen Office Park in Stellenbosch, Western Cape.
Contact PPS Financial Planning on 021 882 9520 or email firstname.lastname@example.org
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In today's fast-paced modern world, financial planning often falls to the bottom of the priority list as people try to juggle their work and life commitments. However, failing to plan effectively can have a significant impact on one's overall financial health, both in the short and long term.
Insurance and investment policies generally contain technical language and jargon that most people do not understand. A good financial adviser will therefore fully explain how the investment or insurance product assists the client to achieve their specific life goal. The benefit, cost and purpose of the solution should be clearly disclosed upfront.
A good planner will coach their client to do the things they do not necessarily want to do, in order to live the life they want to live. People should not wait until they are contacted by a financial adviser before they start working on their financial plan, but rather collaborate with a planner who understands their personal needs in order to achieve financial independence.