Financial Advisory

PPS For Professionals

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Real advice which adds value.

Our focus is on enhancing our members’ quality of life, by providing tangible advice that adds real value. We are a team of financial experts providing holistic financial advice exclusively to you as a graduate professional to help you live the life you deserve to live.

Financial solutions with you in mind

We provide advice on a range of financial planning solutions and offer the entire suite of PPS products designed exclusively for the graduate professional.

Risk Insurance Planning

The process of planning for unforeseen events like death, disability or severe illness of a breadwinner or business owner.

Saving and Investment

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

Estate and Legacy Planning

Protect and grow your assets during your lifetime and ensure you provide for loved ones after your death.

Tax

Tax Planning

Taxes are complicated and tax relief cannot be viewed in isolation. Tax planning is an essential part of a financial plan.

Retirement

Retirement Planning

Ensure you maintain your current lifestyle during retirement by starting early and selecting the correct investment strategy.

Short-term Insurance

Short-Term Insurance Planning

Cover your personal or business material possessions against loss due to events such as fire, burglary or damage.

Business

Business Planning

This looks holistically at maximising tax efficiencies, your legacy plan and ensures you’re covered against accidental damage, personal liability etc.