We love our clients

“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.”

“Peter is very thorough and completely honest in his dealings. I feel confident that he handles my finances making the best of them for my benefit.

He also ensures I am getting the most of the aged pension.”

“When I first met Peter I had much to resolve that impacted on my retirement plans. Peter’s sincerity and concern for me as a person, his patient, thorough, clear, professional manner and extensive industry knowledge gave me confidence in him and myself to move forward, under his guidance, to prepare for and achieve retirement.”

“Information and guidance was informative and valuable. Very pleased with Peter’s service and experience.”

“Peter has broad knowledge and experience person. Through the meeting with him I have learnt so much about aged care knowledge for my mum. he’s explained to me very cearly and make sure I understand. I will definitely recommend to other friends.”

“Peter is a very good communicator and helped me greatly with my aged care and helped with the financial side of my wife’s entering an aged care home. The paperwork involved for my aged care and the financial side is overwhelming to a first time person and he handled it quickly and thoroughly. He is in constant touch throughout the process. Thank you Peter for helping me on the journey. All the very best.”

“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.”

“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.”

“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.”

“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.”

“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”

“Peter was very clear and helpful in his advice to me. I now feel confident to deal with Centrelink and have the tools to work out my budget. I will be happy to recommend him to others.”