We love our clients

“I have found Peter to be thorough and competent. Peter is up front and if is not able to assist straight away, then he will advise when will be available and it is usually a reasonable time frame.”

“Sadly, we had the unfortunate decision to make regarding our Sister’s future. An Aged Care facility was the only option we had. What do we do? Where do we start? We were blessed when someone recommended Peter Donovan to us. Without his help, advice and guidance, I don’t know where we would be today. We are so grateful to Peter for everything he achieved for us – nothing seemed to be a problem to him. BIG THANK YOU, PETER.”

“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 has always given me sound advice and let’s me choose what to do with my investments. He explains everything clearly so I can understand my choices. He advises me what I can do but doesn’t push me. I have great faith in him and trust his advice. He researches thoroughly and knows what he is talking about.”

“Peter’s approach is excellent, clear information to all at the same time, options and scenarios to consider to enable decisions. Couldn’t have navigated the minefield of aged care without his considerable knowledge and advice.”

“Peter Donovan is a true gem and a credit to his profession; just outstanding. He is always up to date with the markets and how they are performing to our needs and his planning and meticulous viewing of our financial requirements.

Regards and Thanks

Gary Ramm”

“Peter explains all options for my husband and myself about our retirement plans very clearly for us to understand. He helped us to get to retirement. Now he is helping my husband to get the age pension. We recommend Peter to anyone looking for a honest and trustworthy person.”

“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.”

“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.”

“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.”

“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.”

“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.”