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Real advice which adds value.
For over 80 years we've seen many styles of money management, some more successful than others. We'd like to share that wealth of experience with you.
Risk Insurance Planning
The process of planning for unforeseen events like death, disability or severe illness of a breadwinner or business owner.
Savings and Investment Planning
They have different purposes, but both are crucial to ensure you reach your financial goals in the short, medium and long term.
Estate and Legacy Planning
Protect and grow your assets during your lifetime and ensure you provide for loved ones after your death.
Tax Planning
Taxes are complicated and tax relief cannot be viewed in isolation. Tax planning is an essential part of a financial plan.
Retirement Planning
Ensure you maintain your current lifestyle during retirement by starting early and selecting the correct investment strategy.
Short-Term Insurance Planning
Cover your personal or business material possessions against loss due to events such as fire, burglary or damage.
Business Planning
This looks holistically at maximising tax efficiencies, your legacy plan and ensures you’re covered against accidental damage, personal liability etc.
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Download our member brochure which explains our advice process, solutions available and benefits to you.
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Live the lives you deserve to live
We are a team of financial experts providing holistic financial advice exclusively to graduate professionals, families and colleagues to help you live the lives you deserve to live.
https://www.pps.co.za/plan/financial-advisory