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
PLANNING

“ To assist graduate
professionals, their families
and colleagues to live the

lives they want to live.”

#1 Our WHY

The Golden Circle

WHY*
HOW
WHAT

* From Simon Sinek’s “Start With Why”.

YOUR LEGA#2 Our HOW
UR CAREER
UR STUDIESYOUR DREAMS
YOUR POSSESSCY YO

LIFE

IONS YO
YOUR FAMILY

“By providing
tailor-made,
lifestyle-based
financial plans.”

#3 Our WHAT

We understand you,
because we are YOU

CLIENT

FINANCIAL
PLANNER

“We employ
graduate professionals

as financial planners
and align their financial

interests with client
outcomes.”

#4 What makes
us different

“We make the financial
planning experience

uncomplicated, relevant
and engaging.”

SIMPLISTIC SOPHISTICATED
SIMPLICITY

COMPLEXITY

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

#5 Our SERVICES

Guidance

Basic
Comprehensive

Implementation
Services

YOU Enhanced
B espoke

#6 SERVICES LIST

Complete and submit application forms
Liaise and coordinate product
provider communication
Review current financial products
Identify appropriate products
Identify appropriate investment portfolio
Budgeting
Medical aid review
Short term insurance planning
Health planning: Sickness/Disability/Trauma/Life
Debt management

Pre-retirement planning
Estate planning
Will
Tax planning
Education planning
Savings planning
Post-retirement planning
Business planning: Assurance/Key Man/EB
Review and drafting of trusts (additional fee)
Access to stockbroking and direct offshore

#7 What this
means for you

DESIRED
LIFESTYLE

CURRENT
LIFESTYLE

“We partner with you
to help you make better

financial decisions
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.