We love our clients

Always friendly and professional. He provides useful information tailored to our requirements. We have complete confidence in the advice provided and feel comfortable recommending his services to friends and family.

“Peter is very thorough and honest. He explains everything clearly and is able to clarify any points I may have not understood. Any query is explained fully, and he has the documents in a proper folder. He goes though the report with me and discusses all points. Peter is diligent in his work, and I value his input into my finances. I trust Peter wholly and I believe him to be honest in his dealings.”

“I have known Peter for nearly 5 years now after I picked up his card at a nursing home into which a friend had just been admitted and I was her EPOA. Since meeting Peter, he has steered me through the minefield of Aged Care, Centrelink, RADs, Superannuation, Bonds, Markets and Investments, Taxes, Income streams and myriad other matters. Peter has a prodigious memory for retirement financial strategies from which a person’s assets can be protected and boosted. He is always reachable and has even been available on weekends on one occasion. I have recommended Peter to friends and relatives as a genuine gift to them, that’s how valuable Peter’s advice has been and is for me. I cannot envision that there’s anyone better out there.”

Working with Peter has been a great experience. He is an excellent communicator and does not hesitate to simplify complex concepts and often seems to know when this is required before being prompted. He takes the time to explain, in detail, all aspects of his thoughts, proposals and plans for my financial future.

He is highly professional in his approach, and his presentations, documentation and other communications are of a very high standard. The services he provides are extremely comprehensive, including managing all of the complex interfaces between me and my investment platforms as required and a comprehensive follow-up review of my plans down the track as required.

I have been a client of Peter for some two plus years, at all times Peter has my interests at heart. He seems knowledgeable with all financial concerns and has helped me through the process of aged care facilities, and centrelink.

We feel very comfortable with Peter. His advice and financial planning has been spot on

This is our 2nd year under Peters guidance, and we are extremely thankful for his attention to our individual needs and guidance. Peter always has our best interest in any advice he provides the management of our pension requirements to ensure we are achieving the best outcome from Centre Link. Thanks for your ongoing support Peter

My wife’s and my experience with Peter was excellent, as he guided us and helped us at every step of the process. His communication methods were very explicit, and he ensured that we understood. His knowledge is broad and full of experience. Also, he’s a great person, indeed. There was not a single question/doubt that we had along the process that he did not explain clearly and with great wisdom.

“Peter was thorough friendly and knowledgeable. Listened and explained solutions in down to earth language. Highly recommend Peter”

“If you’re navigating retirement or aged care, you can’t afford to go it alone, and you definitely can’t afford to overlook Peter Donovan. His depth of knowledge across pensions, entitlements, aged care systems, and government processes is exceptional. He is a genuine expert in his field. What sets Peter Donovan is the clarity of his advice. He explains complex rules and options clearly and informatively. You’re given the facts, implications, and confidence to make informed decisions that suit you. He provides precise, tailored strategies to help you maximise your entitlements while avoiding costly mistakes. He cuts through the noise and delivers real value. The peace of mind alone is worth it. Engaging Peter Donovan isn’t an expense; it’s an investment that pays for itself many times over. When it comes to retirement and aged care, you simply can’t afford not to use his services.”

“Peter has been so helpful and always has time to answer all my questions. I’m so grateful I was recommended to Peter.”

“Peter has extensive knowledge of the financial industry. He’s provided information to suit our needs. Peter always seeks to provide the best possible outcome for the client. I would highly recommend Peter to anyone seeking retirement information.”