Using a Financial Planner is usually a collaborative and open ended working relationship. At PPA wealth, we passionately believe that money is a means to an end when compared with the more important things in life like family and career. In our early conversations with prospective clients, there is an intentionally heavy focus on the latter.  

We have many years of experience in helping our clients to understand where they are and how they might implement a strategy to move towards doing the things you want to do. We recognise the challenges faced in organising a long term financial plan, and the what-if worries everyone has about protecting against the worst.

We are a fee-based practice, meaning that the costs for any work we do for you are agreed as part of the initial discussions, before any commitment is given and implementation starts. We give you the choice as to how we are paid: either as a percentage of monies under advice, or as a straight fee based on time recorded. We will offer guidance, but the final decision is yours.

The first meeting is at our expense, and with no cost or obligation on you, we make the time us to allow us get to know one other a little. This usually ends up with a decision about whether we can work well together. If (when?) we agree that there is common ground, you will know what the next steps are, and have a good handle as to the costs attached.

If that sounds like time well spent, please get in touch to set up a discovery meeting.