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One on one meeting with Peter is very thoroughly covered all aspects in detail which effects my Super / retirement funds advise well valued to give me peace of mind.

My wife and I, and my Father in law were all very highly impressed by Peter’s knowledge and adaptability to understand the complex arrangements that make up his financial situation. Peter was able to communicate with Ken in a way that allowed him to understand what was happening with his investments. Peter gives us itemised lists at each meeting that set out the steps of the things that he needs us to do in order to get to the next step. My wife and I would have not been able to navigate the process without Peter’s help. Peter supported me through all of that process and I’ll be for ever indebted to him for his kindness and consideration to me. Now with Peters guidance, the investment portfolio has been restructured so as to ensure that Ken will be able to live comfortably and well cared for for as long as he needs to.

Peter is very through and honest in his advice. I’m very happy with his service.

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”