FAMILY WEALTH
THE PPW WAY
The PPW CEE 360° is our unique approach to customer service excellence.
The workflow within our practice is structured in such a way as to give each client the best possible buying experience and places responsibility on every staff member to do their part in achieving this excellence.
The outcome of this is a relationship between every client with every staff member in their field of service.
The 360° refers to the workflow cycle as illustrated below:
“If you can’t describe what you are doing as a process, you don’t know what you’re doing.” - W. Edwards Deming
WHY YOU NEED US.
HOW CAN WE HELP YOU?
1.
Financial Insights.
With access to South Africa’s top fund managers and economists, you can be assured that you have the latest short, medium and long term investment news and views.
2.
Integrated Wealth Planning.
We use cutting-edge technology to seamlessly integrate all your financial planning needs into one plan. This forms the blue print of most of your financial planning decisions going forward.
3.
Bespoke Solutions.
From legacy planning to transitioning your business to the next generation, we engineer solutions as unique as you are.
TOGETHER
WE CAN ACHIEVE THE FOLLOWING
1
Risk Planning
Let’s help you to identify potential financial risks to you and your family in the event of the unforeseen. We help you ask questions like: What will the impact on my lifestyle be if I can’t earn an income anymore? Will my family be able to sustain their lifestyle if I’m not here?
We help you transfer the risk from your shoulders to an insurer to mitigate these risks.
Estate Planning
How will my financial products and investments affect my estate planning? What are executor’s fees?
What is estate duty? Will a trust be to my family’s benefit?
Not only will we help you understand these terms, but we will also help you plan
to minimise the taxes and costs payable on your estate.
2
3
Investment & Savings Planning
Money can’t buy everything. But money does bring freedom. Let’s figure out how we can tie in the other facets of your life into a holistic integrated wealth plan. We consider things like: Which tax wrapper best suits your liquidity and tax situation? Is it complicated to be invested in offshore investments? What are the risks involved in investing offshore?
Retirement Planning
How much is enough? While building up my retirement portfolio, am I maximing
the annual tax deductions available to me? How can I use dynamic withdrawal
strategies at retirement to minimise future taxes?
Our team will help you navigate these complex and crucial questions.
4
5
Asset Insurance
Comprehensive short term insurance, tailormade for your personal and business assets. We offer niche products for the professional and high-net-worth markets as well as a one-stop office when you need assistance with claims.