We love our clients

“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 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.

“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’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 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 takes the time to explain all information given on our entry into retirement. He gives comprehensive written information which is clear to interpret. We are confident that our retirement plan that Peter has assisted us implement and will continue to seek his assistance in the future. Thank you to Peter and his team.”

“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.”

“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.”

“Peter was fantastic. He listened carefully and asked many questions about what we wanted to do and what we were currently doing. Peter gave us a lot of advice before suggesting that we were on the right track and asked that we consider returning in about two years for a comprehensive retirement plan. Peter sent us on our way with materials and a great deal of information at no charge. Needless to say, we will be back to see Peter when we are ready to retire. HIGHLY RECOMMEND!”

“We have been with Peter for the past 15 years, and from day one, he has always given very good advice. We are very happy with Peter.”

“My wife and i found Peter’s professional knowledge , experience , honesty and advise helped us to setup my retirement plan we felt very comfortable with his advise”

“Peter is very professional & explains everything very clearly. He answers all of our questions. I would highly recommend him to our friends & family”