Financial Planning

3P Financial is a niche, boutique Financial Services Provider.

Over the last 27 years, we have found that when it comes to seeking financial planning advice, most people don’t know where to look, who to trust or don’t have the time to do it themselves.

Ziggy and his team of qualified and highly experienced advisers will put you on the right track to achieving financial independence.

Ziggy is one of a handful of Australian financial advisers licensed to advise on all aspects of wealth creation, from property to shares and self managed super funds.
3P Wealth is owned entirely by its Financial Planning principals, who all actively work in the business on a day to day basis. No part of the ownership of 3P Financial is held by any individual and/or institution which are not involved in the day to day running and management of our business.

3P Financial has concluded Agency Agreements and Referral Arrangements with most of the major Service and Product Providers who provide financial services and products in Australia. Except for these arrangements which have been concluded for the purpose of enabling 3P Financial to conduct its business, 3P Financial has no special arrangements with any product, service or other provider which compels us to give any particular advice or recommend any particular product. This means that the products we recommend to you are done so from a place of neutrality and really our the best products we’ve experienced in the industry.

3P Financial provides advice and recommends products based solely on our views of the strengths and merits of the particular strategies and products.

We have developed a 7-step methodology to empower you to make the best decisions for you and your family.

1. Goals & Objectives

Think Big!

2. Inefficiencies

Paying too much tax?

3. Risk Management

Minimising risks and ensuring your financial security.

4. Recommendations

We create the best strategy for you

5. Investments

- Property, shares or both?

6. Cash Flow

So is this all affordable?

7. Products

Okay, now the nitty gritty

Another area of life that is so important is Estate Planning. Not the nicest subjects to talk about but needs to be addressed and out of the way. We have found people are concerned about protecting their families should something unfortunate occur.

What would happen to the home loan if the main bread winner wasn’t able to work for 6-12 months?
What happens to your assets in your estate now that you’re onto your second marriage?
Who would step in to look after your interests if you weren’t able to make decisions for yourself?

These issues although complex, can be worked through quite easily with some careful planning and sensitivity. We just love helping people through their financial planning!