Meet Peter

My ethos is that financial advice is “all about you and not about me

Peter Donovan

I have been involved in the Financial Services Industry since 1977.

Providing Aged Care and Centrelink advice are two of my specialities, ensuring that there are no conflicts with combining the two and maximising entitlements.

My offering is holistic, including evaluation of Centrelink eligibility, completing forms and applications, attending Centrelink appointments, and keeping records up to date. I can also assess what is the most efficient way to fund Home Care Packages or Residential Aged Care entry.

Seeking Professional Advice in the Aged Care space is a “must” as you only get one chance to get it wrong!!

I am an accredited Aged Care Specialist and my studies, accreditations and practical experience in recent years have homed in on these skills. Other offerings include Superannuation, Pre-Retirement and Retirement Strategies.

In my spare time I enjoy lawn bowls and everything to do with cricket.

Please get in touch if you would like to discuss how we can assist you create the retirement you deserve!

Marissa Shaw
Executive Personal Assistant

Peter and Marissa have known each other for over 20 years and their paths have recently crossed again. Coming onboard as Peter’s Executive Assistant gives Peter’s clients peace of mind knowing there is always someone available to assist with their requirements.

Marissa has worked within and for boutique and corporate advisory planning companies for the last 20 years which has resulted in the ability to identify strengths and weaknesses in work practices efficiently and successfully on behalf of the financial planners. Marissa has a fluent and extensive knowledge of the financial planning industry.

We help you navigate and plan for the 3 Phases of retirement

Phase 1

Celebrate + Splurge
60-75 years

In the first 10 years of retirement we see our clients buy a new car, do some home renovations and explore overseas travel.
After all you have worked hard for the last 50 years – you totally deserve it!

We assist by advance planning to ensure Phase 1 of your retirement looks like you want it to.

Phase 2

Relax + Enjoy
75+ years

The following 10 years of retirement brings us to Phase 2, where we often see our clients enjoying a comfortable lifestyle and exploring more local travel around Australia.

Retirement plans give you the financial confidence and ensure you get as much out of Phase 2 of your retirement as you can.

Phase 3

Health + Homecare

In Phase 3 our clients are often slowing the pace of their lifestyle. They may be experiencing some medical issues or looking to a retirement village, home care or aged care.

Planning for Phase 3 is very important and is often overlooked until it is required. Planning ahead assists you and also your family.