|Firm||PPS Financial Advisory|
6 Anerley Road, Parktown, Johannesburg, 2193
|Languages||English, Afrikaans (in order of proficiency)|
CERTIFIED FINANCIAL PLANNER®
Member of the Financial Planning Institute of South Africa - Member Number 104956
|Life and Disability|
FOCUSYour money is in Movement whilst Your Life is in Transition. Prepare rather than Repair! Get the best return on Your Life with what money You have Available.
OTHER COMPANIES REPRESENTED
Nedgroup Investments; Prudential; Kagiso; Foord; PSG; Stanlib
With my 10+ years experience I can guide you to understand your view of money and wealth.
What happened in your life that defines your view and relationship with money? That is where your Life & Money journey should begin once you earn a living... How does money affect your thinking? Is it a scarce resource or is it in abundance. Money makes a terrible god but a wonderful servant and tool. What would you do if you have all the money you can wish for available right now? These are the things we need to understand before we can put your money to work...
|Minimum Levels of Premium/Investment accepted||Lump Sum: R1000000.00
Recurring monthly: R10000.00
|Remuneration||Fee OR commission|
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||> 50|
|Indemnity insurance||Insurance: no|
PPS allocated a record R22.5 Billion to its policy holders over the last 10 years.
PPS currently has 4000 policyholders with more than R1 Million in their PPS Profit Share Accounts (this excludes all members who passed on or retired).
Whilst enjoying peace of mind (insurance protection) a 4 year graduate becomes wealthy with an average shareholding of 38% in each premium paid for normal insurance cover. Personally I'm receiving 73% of my premiums back every month! it is fool proof as we have no shareholders, only policyholders.
Profits are reinvested each year in the JSE stock market with the help of Allan Gray, Coronation & Investec. Profit share Account pays out as a tax free lump sum to the policyholder at the age of 60. Once retired most of my clients draw an income from their Vested Profit Share Account and pays minimal tax to SARS. This grants them more breathing space and opportunity to decide how they want to retire.