We love our clients

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.”

“I have been a client of Peter’s for 9 years. During that time I have found him to be exactly what I needed, someone with the knowledge and experience to guide me through the various stages I have been through with patience, diligence, and a genuine concern for my welfare. I can contact him at anytime to seek his advice on matters that arise and have found his assistance in areas such as dealing with government department time saving and reassuring as he maintains a working knowledge of industry and government requirements and reviews the impact of events on the financial sector. He is extremely thorough in preparing for our review meeting providing a detailed copy of the record of advice which he goes through with me ensuring I understand every aspect. Peter has a real passion for what he does and a sincere desire to help people which he does with kindness and expertise.”

“Peter was recommended to us a few years ago at a difficult time when ill health forced early retirement for one of us. Peter’s advice and knowledge of what we needed at various stages over the past few years has saved us several thousands of dollars, but most importantly it has given us peace of mind on knowing we have someone who can manage our superannuation and advise us on Centrelink options when needed, he is only ever a phone call or email away. It is definitely a pleasure to see and deal with Peter we have the utmost confidence in his abilities and knowledge of retirement and superannuation management and we will continue to use and recommend Peter.”

“Peter listens to our retirement needs and gives all options to meet our needs. We are extremely thankful for the advice and assistance he has given us over the years and more than confident when referring my friends to see Peter.”

“My mothers aged care was complex. Peter’s advice gave us options that were well explained so we could make the correct decision for our mother. He was very honest and gave us alternatives to allow us able to decide for ourselves. He didn’t put us under any pressure to accept his financial products. We were very grateful of his extra efforts when timelines to get things done was drawing closer and his willingness to have all the administration correct before submission. I would recommend Peters company to others and will consider it myself when retirement comes.”