Julia, 65+ years
Pimpama, QLD“Peter takes the time to explain all information given on our entry into retirement. He gives comprehensive written information which is clear to interpret. We are confident that our retirement plan that Peter has assisted us implement and will continue to seek his assistance in the future. Thank you to Peter and his team.”
Cathryn, 56 – 65 years
Sunnybank, QLD“Peter’s knowledge and experience with financial advice for moving into aged care is of the highest standard. Peter provided a detailed financial plan, support and advice that made the financial decisions so much easier and stress-free. Peter supported my family with the whole financial process. Entry into aged care is a complex process, but Peter takes time to explain the options so you feel confident to make the right decision.”
Shayne, 56 – 65 years
Eight Mile Plains, QLD“Peter is very experienced,
Walked us through options and recommendations that met our fact find details in an easy to understand language.
Very reliable and follows up everything.”
Dominic, 56 – 65 years
Wishart, QLD“I find Peter very knowledgeable and informative and easy to work with. I met with Peter on number of occasions and he also communicated with me via emails and phone calls before he formulated my Retirement Plan and presented it to me and advising me on my next steps in my Retirement phase of my life. I’m very happy with he’s service and follow up with me and would only be to happy to recommend Peter to my family and friends.”
Annabel, 65+ years
St Ives Chase, NSW“I had emails and phone calls with Peter with regard to my aunt’s changing needs as she moved from her own apartment to a retirement village and then to a Nursing Home. His help with Centrelink was invaluable.”
Maria, 46 – 55 years
Mackenzie, QLD“Peter was so helpful to me during the process of organising full-time care for my husband. Peter’s understanding of the processes and paperwork that have to be followed and submitted to take the steps for my husband to go into full time care was invaluable to our family during this difficult time. Thank you Peter for always being available to speak with me. I appreciate all your support and time spent ensuring we had the best outcome and finding the wonderful care facility for my husband”
Kerri, 56 – 65 years
Capalaba, QLD“Peter gave great advice at a very difficult time in our lives. Without Peter’s advice we would have made decisions that were not in our best financial interest at the time. With Peter’s help, we were able to save thousands of dollars. The money spent on the advice was insignificant to financial gains we made with the his knowledgeable advice. I can highly recommend Peter and look forward to many more years working with Peter.”
Terence, 65+ years
Nudgee, QLD“Peter is the consummate professional. He is knowledgeable, friendly, helpful, caring and attentive to the needs of older people . I cannot fault any aspect of my dealings with him.”
Malcolm, 56 – 65 years
Mount Gravatt East, QLD“Peter is very professional & explains everything very clearly. He answers all of our questions. I would highly recommend him to our friends & family”
Paul, 65+ years
Runaway Bay, QLD“My wife and i found Peter’s professional knowledge , experience , honesty and advise helped us to setup my retirement plan we felt very comfortable with his advise”
Robert, 65+ years
Banora Point, NSW“We have been with Peter for the past 15 years, and from day one, he has always given very good advice. We are very happy with Peter.”
Peter, 56 – 65 years
Sunnybank Hills, QLD“Peter was fantastic. He listened carefully and asked many questions about what we wanted to do and what we were currently doing. Peter gave us a lot of advice before suggesting that we were on the right track and asked that we consider returning in about two years for a comprehensive retirement plan. Peter sent us on our way with materials and a great deal of information at no charge. Needless to say, we will be back to see Peter when we are ready to retire. HIGHLY RECOMMEND!”
