Your future How to build wealth that stands the test of time Long-term investments tend to be less risky in
Hello and welcome to PP Wealth.
We are Financial Fitness Coaches that help clients design and create bespoke financial fitness programmes. We specialise in Family Trust based planning structures that provide bloodline protection and generational planning, to protect wealth, so that it passes in the right direction to chosen beneficiaries.
Your first meeting is at our expense and enables us to get to know each other better. If we like each other, this is an opportunity to assess how we can work together.
How we help achieve quality life planning
Access your secure online platform – The Personal Finance Portal
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Protecting what matters Those dearest to us, and those financially dependent upon us If something should happen to you, the
Thousands of retirees in drawdown lack of planning Have you worked out how much you can afford to take from
Planning for every eventuality Responding to situations rather than reacting to them As the saying goes, ‘People don’t plan to
Making investment decisions into old age Seven in ten retirees have not set up a Lasting Power of Attorney More
We love technology
Technology allows us to provide modern-day financial advice in the best way possible. It allows us to be more efficient, and more importantly, enables us to react quickly to deliver better client outcomes.