PPS Financial Planning - Our Why

“IT’s not about the years in your life,
IT’s about the life in your years.”

LIFE INSURANCE | INVESTMENTS | FINANCIAL PLANNING | SHORT-TERM INSURANCE | MEDICAL AID

PPS FINANCIAL #1 Our WHY
PLANNING
The Golden Circle
“ To assist graduate
professionals, their families WHY*
and colleagues to live the HOW
WHAT
lives they want to live.”
* From Simon Sinek’s “Start With Why”.

#2 Our HOW “By providing
tailor-made,
YOUR DREAMS lifestyle-based
CY YO financial plans.”

YOUR LEGA LIFE
UR CAREER
UR STUDIESIONS YO
YOUR POSSESSYOUR FAMILY

#3 Our WHAT “We employ
graduate professionals
We understand you,
because we are YOU as financial planners
and align their financial
CLIENT
interests with client
FINANCIAL outcomes.”
PLANNER

#4 What makes “We make the financial
us different planning experience

uncomplicated, relevant
and engaging.”

SIMPLISTIC SOPHISTICATED
SIMPLICITY

COMPLEXITY

Adapted from Carl Richard’s “The Behavior Gap”.

#5 Our SERVICES Implementation
Services
Guidance
YOU Enhanced
Basic B espoke

Comprehensive

#6 SERVICES LIST Pre-retirement planning
Estate planning
Complete and submit application forms Will
Liaise and coordinate product Tax planning
provider communication Education planning
Review current financial products Savings planning
Identify appropriate products Post-retirement planning
Identify appropriate investment portfolio Business planning: Assurance/Key Man/EB
Budgeting Review and drafting of trusts (additional fee)
Medical aid review Access to stockbroking and direct offshore
Short term insurance planning
Health planning: Sickness/Disability/Trauma/Life
Debt management

#7 What this
means for you

DESIRED “We partner with you
LIFESTYLE to help you make better

CURRENT financial decisions
LIFESTYLE throughout your life.”

A SK YOURSELF THE FOLLOWING:

#1

Imagine you are financially secure, that you
have enough money to take care of your needs,
now and in the future. How would you live your life?

#2

Now imagine you visit the doctor who tells you that
you have only 5 to 10 years to live. What will you
do with the time you have left?

#3

Finally, imagine that your doctor shocks you with the
news that you only have 24 hours to live. What are

the things you regret not having done?

Get in touch with us today at [email protected] or 021 882 9520.

PPS Insurance T/A PPS Financial Planning is an authorised financial services provider No. 46228.
Disclaimer: Kindly note that this does not constitute financial advice; the information provided is purely informational.
In terms of the Financial Advisory and Intermediary Services Act, an FSP should not provide advice to investors without an
appropriate risk analysis and thorough examination of a particular client’s financial situation. The information, opinions and
any communication from the Professional Provident Society Insurance Company Limited, whether written, oral or implied
are expressed in good faith and not intended as advice, neither does it constitute an offer or solicitation in any manner.