PPS For Professionals
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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

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 Planning

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


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 Planning

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

Publications, Brochures and Articles

Insight into our philosophy and holistic service offering.


Link to our digital publication, Cognition, which talks about the ins and outs of financial freedom.

Edition 3

PPS Wealth Brochure

Download our member brochure which explains our advice process, solutions available and benefits to you.


PPS News

Read articles published by the media where Financial. Advisory talk about the ins and outs of financial freedom.

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0860 123 777

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