Wealth Foundations Playbook

An affordable program designed specifically for those starting out on their own journeys to wealth.

Wealth Foundations Playbook

An affordable program designed specifically for those starting out on their own journeys to wealth.

Designed by young people, for young people

For a long time, financial advice in Australia has long been the realm of pre-retirees or those with large Super balances, not for Gen Y and Gen Z. 

Wealth Foundations Playbook’ was designed by young people, for young people.

It is an affordable program designed specifically for those starting out on their own journeys to wealth and sets realistic goals so that you can get your money working harder at an early age.

What is Wealth Foundations Playbook?

The Playbook contains 6 tried and tested strategies or ‘set plays’ to help you on your way to financial success:

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Learn about the Wealth Foundations Playbook

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.

P3 Financial Planning is a firm with its client’s best interests at heart. The relationships we have built over 23+ years of continuous service sees us assisting all generations of families from all industries and walks of life. Our advisers have achieved many awards, and recognition over the years, and we all participate in the Adviser Ratings program.

We've helped hundreds of Australians achieve financial success.

Robert Trewin; Aged 74
"Have been a P3 Financial Planning client for over ten years and would recommend their service's to any one looking to set up a well managed fund for retirement. The staff listen to your requirements and provided you with options to achieve your set short and long term goals."
Raymond and Marie Kinne
“We've been clients of Jim Penner for 20 plus years, and have been incredibly looked after over that entire time. We know we can get Jim and his team whenever we need them. With our retirement plans, the outcomes we have had have always exceeded our expectations. There has been many occasions where we've travelled with other friends and they've been constantly stressed about money the entire trip. Our experience has been the exact opposite. We have enjoyed the peace of mind that P3 has given us.”
Michael and Rebecca Hall; Aged 40, and 38
"Jon, once again thank you so much for your assistance, my wife and I feel incredibly relieved and so much better knowing we are on track for a reasonable retirement and taking care of our girls, well done!"
Denise; Aged 79
"Have been with Jim Penner from 2003 when he first started the business. We have been very happy and the company has proven to be very professional and personalised."
Matthew Harm
"Bella was fantastic. Information requested was quick and painless."
Shannon; Aged 35-45
“Blaine has given me advice in areas including Loan Products, Self Managed Super Funds, and Managing Debt. Blaine was always able to explain things to me in a clear way. Through Blaine’s knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Blaine’s full care and attention when I needed it.”
Deborah; Aged 56-65
“Maria has given me advice and assistance with my Superannuation, complex Pension issues, Share advice and also Aged Care advice for a Cousin in my care. Maria has always been able to answer my questions in terms I can understand and to seek to clarify any other matters which may arise. She has always provided caring attention to my specific situation and I would not hesitate to recommend her to family and friends, totally confident in her abilities and caring nature.”
Terence; Aged 65+
“Maria has given me advice regarding the appropriateness of my investments. I rely on her advice to ensure that I will get the optimum pension from my pension fund. She also ensures that I have enough liquidity in my fund to pay expenses and my monthly pension. I appreciate that she has arranged my investments so I am safe as possible for my age.”
Nicole
“The team at P3FP are highly professional, personable and skilled. The advice they offer is both practical and valuable for clients across all age groups and income levels. P3FP is a locally owned and operated business who puts their clients first.”
Andy Fechner
“Jim has always had our best interests foremost, has listened to our concerns and formed a personal relationship with us. Great to have seen the development of P3Financial Planning from the very start. Very dependable, fulfils his promises.”
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Book a Free Initial Consultation

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.