Client Reviews

We love sharing our clients experiences and how we have assisted them in retirement planning

Creating Confident Retirement Living
through experienced financial planning

“Peter has incredible knowledge and understanding of the financial industry, its products and how it operates. Peter has provided valuable insight and information regarding our portfolio, Centrelink, wills, aged care and retirement. Peter researched the products extensively, communicated effectively so that we understood products, strategies and implications, and then advised on the best strategy to suit our needs. There was never a rush to get you out the door. Peter always made sure you understood what he presented before you left the office. Peter goes above and beyond not only with regards to client service but in many other areas as well. I would highly recommend Peter to people looking for an excellent financial planner particularly for those retiring or who have already retired.”

Pamela, 65+ years, Rochedale South, QLD

“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.”

Jeanette, 65+ years, Bahrs Scrub, QLD

“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.”

Ian, 65+ years, Wellington Point, QLD

“Peter is a most excellent communicator and takes his time to be exceptionally thorough in all he endeavors. I was a complete novice in the area of aged care when I contacted Peter to assist in navigating this complex field. Peter was always present to assist with any questions, even consulting on the weekend once when a problem occurred. He is the consummate professional and has a deep, exhaustive and detailed knowledge of the many areas of financial advice for which he offers his expertise. I cannot speak more highly of Peter who is always thoughtful and helpful in all realms of client/professional assistance.”

Patricia, 65+ years, Cornubia, QLD

“Peter Donovan was reliable and prompt in response to our communication methods, ie either in person, by phone or email. When arrangements were made for meetings, Peter was always on time. His knowledge, organisation skills and attention to detail are impeccable. I have no hesitation in recommending Peter Donovan to other family and friends.”

Mary, 65+ years, Camp Hill, QLD

“I have dealt with Peter for many years now and have found him to be the consummate professional. He makes often quite complex subjects seem easy in the way he explains them and for this I am extremely grateful. I have suggested to many people that they have a chat with Peter and those who have are better off as a result. I can think of two instances where the families are so grateful that Peter provided advice that ended up with their financial security after family loss. I will continue to seek his advice and guidance and have no hesitation in recommending him.”

James, 56 – 65 years, Mentone, VIC

“Peter is very experienced, he talked us through options and recommendations that met our fact find details in an easy to understand language. Very reliable and follows up everything.”

Shayne, 56 – 65 years, Eight Mile Plains, QLD

“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.”

Vivianne, 65+ years, Paradise Point, QLD

“Peter provided me with great advice in a friendly and professional manner. He certainly knows all the details related to aged care and pensions. I can now go forward with confidence in making my decisions in these areas.”

Colin, 65+ years, Carindale, QLD

“Peter was extremely knowledgeable and very helpful in all the areas we needed advice. He went out of his way to give us the best solutions in a friendly, easy to understand way and happy to answer any questions we had.”

Lynn, 65+ years, Mount Gravatt, QLD

We help you navigate and plan for the 3 Phases of retirement

Phase 1

Celebrate + Splurge
60-75 years

In the first 10 years of retirement we see our clients buy a new car, do some home renovations and explore overseas travel.
After all you have worked hard for the last 50 years – you totally deserve it!

We assist by advance planning to ensure Phase 1 of your retirement looks like you want it to.

Phase 2

Relax + Enjoy
75+ years

The following 10 years of retirement brings us to Phase 2, where we often see our clients enjoying a comfortable lifestyle and exploring more local travel around Australia.

Retirement plans give you the financial confidence and ensure you get as much out of Phase 2 of your retirement as you can.

Phase 3

Health + Homecare

In Phase 3 our clients are often slowing the pace of their lifestyle. They may be experiencing some medical issues or looking to a retirement village, home care or aged care.

Planning for Phase 3 is very important and is often overlooked until it is required. Planning ahead assists you and also your family.