We love our clients

“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.”

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

“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.”

“I have been a client of Peter’s since 2022. Peter has extensive knowledge of Superannuation, Aged Care, Centrelink, Retirement choices etc. I believe I have been supremely fortunate to have found Peter as his experience and knowledge of the Phase 3 sector of life is boundless. Peter is always approachable and regularly reviews and updates me on any innovations coming out of Centrelink or the Superannuation area. Each year Peter produces a financial plan for the coming year. These plans are detailed, extensive and thorough.

I can ask Peter any financial, retirement, Aged Care or Centrelink question and he will have the answer for me. Currently I have recommended Peter’s services to family and friends. Navigating this Retirement area is a mine field. Peter is a trusted advisor upon whom I rely unreservedly.”

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

“I have known Peter for a number of years and I value his advice. I have found him to be very honest and clear about my financial situation and how to get the best for my assets. He explains things so I have a clear understanding of my finances. He takes time to be sure you understand the situation. I would have no qualms about recommending him to my friends.”

“Thanks Peter for your guidance and implementation of a plan for our Mother’s financial affairs as she transitioned to aged care. It all now feels sound and manageable. I do believe you have provided the best outcome for her and for us as her PoAs. And thanks for the ongoing review of the Age Care facilities invoices… that is a great help.”

“Peter is excellent very kind compassionate and at the same time totally knowledgeable re our financial situation even when the unexpected happened which did in our case. Peter is a great communicator and we really love that he has a personal touch in his approach. We find he is very easy to understand and is very patient with us. We really appreciate Peter’s style of communication and ability to support us re our finances and future planning. Peter goes above and beyond for his clients which is a real difference to our experience with others in this field. Thank you Peter.”