Plan your future finance with our step-by-step consolidated planner

Calculate your current net worth to give you a holistic overview of your financial position. Planning for and financing your future plans is easy to achieve with our online educational advice.

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Why sign up to PPS Wealth Mentor?

  • Get a FREE holistic snapshot of your financial position
  • Get quick guidance with our expert knowledge and tools
  • Set yourself realistic goals with tips and help on how to achieve them
  • Your data is stored safely, so you can return to update your information later
  • You get access to more tools from PPS Wealth Mentor, such as FinPro
  • Track your progress 24/7

How it works

1

Start with your current position

Enter your current portfolio and anticipated future income and expenses; choose how much detail you want to provide; the more detail, the better the modelling.

2

Set yourself goals and plans of action

You will note what changes you might need to make to your income, expenses, investments and contributions to your savings to achieve your goals.

3

Review your progress regularly

Review the changes you have made and check on your plan regularly to make sure you are still on track to achieving your set goals and investment objectives.

Do you want to be a Financial Pro? Earn points with FinPro

What is a FinPro score?

The FinPro score is a way that PPS Wealth Mentor enables you to measure and track key financial vitals that will support you in building and sustaining the life you want to live. Focusing on the key indicators and improving your score over time will indicate that you are moving closer to achieving your unique goals and aspirations.

“@2x

PPS Wealth Mentor is super easy to use. Input is saved as you feed more detail to improve the modelling and you can come back later to make updates. It lets you play with financial options on your own.”

- Dean Wilson

“@2x

I’ve learned so much using PPS Wealth Mentor, like how better to manage what I have and where I could save more. What seemed daunting at first, is now a joy to tackle.”

- Dr Annemarie Steyn

“@2x

Finances can be scary. I was worried I do not have enough saved for retirement! PPS Wealth Mentor helped me to alleviate the worry of preparing for my retirement.”

- Peter Motshekga