3P strives to create meaningful client relationships where no question is too silly and no problem is too difficult.
We Are Here For You
We put people before profits.
Our Story
Peter Ziggy has spent his working life building a great career in the finance industry. With over a decade of experience as a financial planner, he began to wonder if there was something more for him in the world of finance. For some time, Ziggy had wanted to do more for his clients than just provide financial planning advice -He wanted to give them a full picture and a plan that aimed to manage and improve their life as a whole. After contemplating these feelings for some time, Ziggy decided to take time out to reboot, ‘un-learn’ and find his purpose and path forward.
It was in 2013 that Ziggy was struck with the inspiration to form 3P on the idea that he had a passion for people to prosper.
It was at this time that he released his first book and formed his own consultancy with the idea to create Holistic Wealth.
This meant that soon he would search for partners to help him on his quest to provide clients with a full range of services to help them manage their lives.
In 2014 Ziggy reconnected with Chris Borg, who he had often worked alongside in the past, to provide his clients with Accounting & Tax services. Chris then decided to migrate his practice to 3P and form 3P Accounting & Tax.
The dynamic duo have since moved swiftly forward to form a small team of accountants, financial advisors, admin staff, marketing and property investment advisors.
Ziggy and Chris now have their sights set on several areas for expansion including finance broking, legal services, financial counselling and HR management.
Our Mission
To create Holistic Wealth through assessing all areas of a person’s life and providing practical, personal and viable advice.
Our Vision
To be a thought leader in the holistic wealth creation space and to create a community of experts who learn, grow and prosper with our clients so that we may expand our ability to impact live
Our Values
Ethical
We aim to be ethical in our dealings both internally and externally. We do not give advice that is not practical for a client to action, for the sake of our own financial interest. We have no affiliations with third party providers and will remain so to keep our advice completely unbiased.
Practical
We take time to understand the important aspects of our clients’ lives so that we can make practical recommendations.
Empowering
Our business model is about empowering all members of 3P -internal and external, to create wealth and prosperity in their lives. This means utilising our members’ strengths and creating relationships that are mutually beneficial.
Viable
We understand the difference between what is the most effective solution based on the circumstances and what can actually be done, based on situational constraints. These are taken into account so that our services and recommendations are the best fit for the client.
Growth
Change is a catalyst for growth. When creating holistic wealth, necessary changes are expected and growth is therefore inevitable. However, growth is more than simply a by-product of what we do. We focus on building strong foundations for all our members so that they may grow and prosper in the best way for them.
Before seeing Ziggy and his wonderful team I felt in real need of guidance both for my own finances and investments but also to assist with broader family financial issues. Ziggy and the team have been so genuine in wanting to help me. They have been kind and empathetic. I have developed so much trust in them. I don’t feel like just another client – more like a friend. Their advice has brought some clarity in the midst of confusion. The process has been enjoyable which is a funny thing to say about financial advice! I feel more confident about getting the right guidance for my future. I would recommend 3P to anyone in a heartbeat.
