pps financial planning - our why.compressed
TRANSCRIPT
“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 FINANCIALPLANNING
#1 Our WHY
“To assist graduateprofessionals, their familiesand colleagues to live thelives they want to live.”
The Golden Circle
WHY*
HOW
WHAT
* From Simon Sinek’s “Start With Why”.
#2 Our HOW “By providingtailor-made,
lifestyle-basedfinancial plans.”
YOUR POSSESSIONS YOUR FAMILY
YO
UR C
AREE
R
YOUR
LEG
ACY
YOUR DREAMS YOUR STUDIES
LIFE
FINANCIALPLANNER
CLIENT
#3 Our WHAT
We understand you,because we are YOU
“We employgraduate professionals as financial planners
and align their financialinterests with client
outcomes.”
#4 What makes us different
“We make the financialplanning experience
uncomplicated, relevantand engaging.”
SIMPLISTICSOPHISTICATED
SIMPLICITY
COMPLEXITY
Adapted from Carl Richard’s “The Behavior Gap”.
Guidance
Basic
Bespoke
Enhanced
ImplementationServices
YOU
#5 Our SERVICES
Comprehensive
Estate planning
Pre-retirement planning
Will
Complete and submit application forms
Tax planning
Liaise and coordinate productprovider communication
Education planning
Review current financial products
Identify appropriate products
Post-retirement planning
Identify appropriate investment portfolio
Budgeting
Medical aid review
Short term insurance planning Business planning: Assurance/Key Man/EB
Health planning: Sickness/Disability/Trauma/Life
Debt management
Savings planning
Review and drafting of trusts (additional fee)
Access to stockbroking and direct offshore
#6 SERVICES LIST
#7 What thismeans for you
DESIREDLIFESTYLE
CURRENTLIFESTYLE
“We partner with youto help you make better
financial decisionsthroughout your life.”
A
SK YO
URSELF THE FOLLOWING:
#1Imagine 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?
#2Now imagine you visit the doctor who tells you that
you have only 5 to 10 years to live. What will youdo with the time you have left?
#3Finally, imagine that your doctor shocks you with thenews 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.
