BOUTIQUE

FINANCIAL SERVICES

COMPANY

Specializing in full Private Wealth Management Services

SERVICE

AREAS

SELF MANAGED SUPER FUNDS

We can help you establish and operate your own Self Managed Super Fund. We have operated in this field since 1994 and can help you with ongoing stressfree management of your fund.

STRUCTURING ADVICE

We can review your existing financial structures to ensure they still meet your changing needs. It is important to ensure that any returns you make on your capital are made as efficiently as possible.

INVESTMENT ADVICE & PORTFOLIO MANAGEMENT

We help you manage your investments according to your goals. This can be by way of direct investments such as shares or fixed interest, or by way of a Managed Fund if appropriate.

Once established, we assist you in the ongoing advice relating to your portfolio to ensure that it continues to meet your objectives.

RETIREMENT PLANNING

Everyone has a different set of goals approaching retirement. It is important that you start planning your alternate income stream as soon as possible to ensure that you smooth the transition from work income to retirement income in the most efficient manner.

LIFE INSURANCE

Here at PPN Wealth we offer access to a wide range of insurance companies. This enables you to receive the best cover according to your needs, as the levels and types of insurance cover vary between insurance companies.

ESTATE PLANNING

We can assist you and your family with planning your investment beyond your passing away. This enables you to provide for your beneficiaries once you are no longer able and helps to relieve the added pressure of finances through difficult times.

SERVICE AREAS

OUR SERVICE

PPN Wealth is a private wealth management business that places you and your family at the centre of our relationship. With over 20 years of experience we are dedicated to providing every family with the ongoing financial support they need.

We offer personalised, tailored advice and ongoing management to suit your changing demands based on an understanding of your goals with the ability to be able to change to match these for the best outcome possible.

To make things easier for you, we work with any of your additional professional advisers to ensure that you get the solutions you need from our experienced staff.

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