We love our clients

“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.”

“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!”