A written plan for the wealth you have built.
Planner-assisted advice, a full Financial MRI Scan, behavioural coaching and annual reviews — delivered through the PPW Financial Wellness Portal.
Three packages. One standard of advice.
Package selection depends on the complexity of your circumstances, confirmed after the free 45-minute consultation. All fees exclude VAT.
Service comparison
| Service | Gold | Platinum | Diamond |
|---|---|---|---|
| Financial Wellness Assessment & annual review | ✓ | ✓ | ✓ |
| Comprehensive Financial Planning Report | ✓ | ✓ | ✓ |
| Behavioural finance coaching session | ✓ | ✓ | ✓ |
| Financial Wellness Portal — annual access | ✓ | ✓ | ✓ |
| PPW Heritage Vault — annual access | ✓ | ✓ | ✓ |
| Risk, investment & retirement planning reviews | ✓ | ✓ | ✓ |
| Will drafting assistance / estate planning | Will | Full | Full |
| Cross-border tax planning | — | ✓ | ✓ |
| Cross-border trust planning | — | — | ✓ |
| Alternative asset investing | — | — | ✓ |
| Impact-investing strategy | — | — | ✓ |
| Family constitution & philanthropy strategy | — | — | ✓ |
Clients may not require every service listed. Scope is agreed between planner and client before work commences. Bespoke services are billed up to USD 200/hour and are negotiable.
Before you subscribe
Payments are processed by a licensed gateway; PPW never stores your card details. Your planning data is encrypted in transit and held in the Financial Wellness Portal under your own account.
Nyarugenge, Kigali, Rwanda
You go straight into the information gathering questionnaire. Once submitted, your profile and calculated results are sent to the Financial Wellness Portal and you are redirected there.
Ready to begin your Financial MRI Scan?
Subscribe, complete the planning questionnaire, and your portal is prepared before you arrive.