Typically a participant in our Wealth Foundations Playbook program is aiming to achieve financial success with the accumulation of an additional $100,000+ of investable assets over approximately 6 years towards house deposit or any other financial or lifestyle goal.

We think this is a good platform for most goals, whether that be buying a property, start your own business or saving for your kids tuition, we want to give you the set-plays to win your game of wealth.

Assisted by financial and personal data that you’ll provide prior, we will take you through the Foundations Playbook calculator.

This calculator is personalised for your budget, timeframe, and comfort levels.

In addition, we will conduct a Risk profiling assessment and ensure that all your relevant questions and concerns are addressed. We will then discuss the timing of delivery of the Executive Summary and/or Statement of Advice in the following weeks.

• You will receive valuable information on Budgeting & Cashflow, shares, superannuation, gearing, debt management and more;
•  Initial 20 min catch up meeting, post-investment implementation to ensure you have access to log-ins, etc and understand the next steps;
•  Annual investment review meeting (face to face or zoom);
•  Receive assistance with cashflow & budgeting with technology partner PRO subscription. The aim of this is to maximise free cash available for investment & other strategies in the playbook;
•  Access to our Wealth Portal to manage all of your finances at home and on the go;
•  Annual Goal measurement and data collection update;
•  Availability to advisers/support staff via email, phone, text for general or specific queries relating to existing or potential services at no additional cost;
•  Regular newsletter and other social media contact from P3 Financial Planning.

P3FP will teach you how to implement the ‘Set Plays’ into your own playbook that suits your circumstances and goals. Whether you are saving for your first Home, or wondering how to buy your first investment property – The Playbook will arm you with tried and tested strategies to win your game of wealth.