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Think of us as your employees.
Except we don’t drink all your coffee and demand a parking bay.

We are a team of financial planning specialists who are experts in their chosen fields. We understand that as a financial planning professional you cannot be a specialist in all financial planning fields. We can help by providing expert advice and thorough financial planning, working together with you. We are registered financial advisers and accept responsibility for the advice we give on your behalf.

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Our services include

Advice support

We offer a specialist technical financial planning service by setting up a financial needs analysis for you.

Practice management

ProPrac is our practice management programme aimed at improving the sustainability and profitability of your practice to maximise value over time. This is one of a kind, because it’s completely free.

Member socialisation

Member Socialisation is all about making sure PPS members have a premium, private member experience from day one. We believe in the importance of meeting with our members one-on-one to allow them to understand how to make the most of their PPS membership benefits.

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Services we offer

Holistic financial planning

Holistic financial planning considers major financial commitments and life decisions, such as buying a house, getting married, getting divorced, having children, facing retrenchment and preparing for retirement. During these emotionally charged times, the guidance of a qualified financial planning specialist is essential.

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Business planning

Our specialists will assist you in structuring buy-and-sell agreements, key-man insurance, contingency liability and credit loan cover for your members. We also advise on the impact that business structure has on business planning.

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Legacy and Estate planning

Our experts have an in-depth understanding of intricate estates, including those holding offshore assets. They design specialised estate strategies to tackle the unique concerns and issues facing your members.

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Retirement planning

Retirement planning is the process of determining a member’s retirement lifestyle, income goals and the actions needed to meet those requirements.

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Investment planning

Investment planning involves determining a member’s investment goals/objectives and designing an effective investment strategy that considers the impact of risk, inflation, tax and liquidity whether investing for a specific goal or ensuring a financially secure retirement.

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Our practice management offering involves:

Focusing on the business of the financial adviser’s practice

Our practice management programme focuses on the business of the financial adviser’s practice, with the objective of assisting the relevant practice to improve efficiency, profitability and sustainability, ultimately to maximise its value over time.

Assisting the financial adviser

Assisting the financial adviser and the advisory practice to make informed decisions and implement practical best practice solutions to challenges that have been proven successful across the world.

Customised business growth support

The programme is aimed at financial advisory businesses requiring customised business growth support through a facilitated journey, with PPS positioned as the adviser's practice partner of choice.

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