What does PPI’s Investment advisory service
The process of planning involves working with the client through goal setting including mapping out asset accumulation phases, strategies, time frames and action steps. Each planner works closely with each client to discuss the realisation phase of a clients’ asset and passive income. PPI planners help clients navigate a typical wealth wheel process so they can understand where they need to focus their attention, learning and understanding to develop successful habits in relation to their finances. Our planners will provide solutions for each clients’ financial structure as they invest in both shares and property. This will include implementing cash flow management strategies for investors to ensure they are achieving as much surplus cash flow as possible to contribute to their investment strategies. In this process our planners also identify clients risk profiles and providing advice around risk minimisation strategies including insurances to be considered, asset diversification, contingency and exit strategies. Estate planning will also be planned in this process.
Working On Your Goals
After cash flow management is organised, PPI Investment Advisor clarifies the potential for future investment with you, the client, and how likely you are to achieve the goals within the timeframe set. Drastic changes may be required to meet these expectations. It’s our Investment Advisors job to help you manage your expectations through education and to support you through the process of change. Ongoing education is woven into the entire process. Along the way, PPI Investment Advisors will look at finance, tax, insurance, superannuation, investment structures, wills, estate planning and the different investment asset classes. Progress is monitored by progress reports and Key Performance Indicators. PPI Advisors do not recommend a specific investment. We will not say, ‘You should buy this investment.’ A PPI Investment advisors role is to overview your options, explain the pros and cons of each option and then work together with the client to come up with a solution. This approach is proven and very effective.
Frequently Asked Questions…
Have a complimentary 45 minute appointment with a qualified PPI Investment adviser