Financial health
and fitness for you and your business – do you know what to do ?
Finances are like a person ’ s health . If not looked after they will become lethargic or even sick . Reflecting on what happened to many people who worked from home during the lockdown – most of the good lifestyle habits were not practised . Admittedly , gyms were closed ( a good excuse for not exercising ), and the fridge was just a couple of steps away . The kilograms started piling up , and now it is taking noticeable effort to get back into shape . For some , who do not have the know-how or tools to get back into and maintain healthy habits , it is advisable to call in a specialist to help them on their journey . This is no different when it comes to financial and lifestyle planning , be it for yourself or your business .
When it comes to financial planning , some responsibilities can be handled only by you , while others should ideally be delegated to an adviser . One of the most significant benefits of working with an adviser is the comfort of having a reliable and well-informed partner to help you manage any complexities you may come across . An adviser also provides objectivity that one may often lack when it comes to their finances .
What if , in addition to the guidance you get from your adviser , you could gain access
to additional support regarding some of the complex terrains that form part of your financial and lifestyle planning journey ?
The PPS Specialist Support Services ( PPS S 3 ), a team of graduate professionals who are subject-matter experts in their chosen fields , has shared five areas that an individual or business owner can get support on to reach their financial planning goals . By conducting an in-depth analysis of one ’ s financial situation , needs and lifestyle goals , the team provides counsel through a trust-based collaborative partnership with you , and your financial adviser in the following areas :
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