Doug, 65+ years
Springwood, Springwood“My Annual Review was productive and reinforced my Retirement Plan we have in place. Peter is always keeping me up to date with Centrelink information, which is appreciated, and provides support with any questions I may have. I have some background in Financial issues, but the clarity Peter provides makes understanding complex issues and changes easier.”
Patrick, 65+ years
Springwood, QLD“I found Peter to be very professional, and a person I can trust with confidence to handle my affairs. He made me feel comfortable with his explanation of what needed to be done.”
Terry, 56 – 65 years
Nudgee, QLD“Peter is very thorough, always available and is in touch with our financial personality! Whilst his advice is excellent, we always feel as though it is us that are making informed judgements based on Peter’s sound and realistic advice.”
Glenda, 65+ years
Upper Mount Gravatt, QLD“When my partner had to go into a nursing home,I would have been at loss if it had not been for Peter’s helpful and caring assistance.”
Ann, 65+ years
Forest Glen, QLD“Peter has always been available when needed. He is thorough and shows the plans in easy to understand language. He has been very supportive and understanding. He always shows a thorough knowledge of the product or processes required.”
Diane, 65+ years
Robertson, QLD“Peter was able to assure me that he could assist me to understand my financial situation and make relevant changes for the future. He took me on a journey that I found challenging but effective enabling me to make the necessary decisions required. My stress levels decreased significantly.”
Vicki, 56 – 65 years
Tarragindi, QLD“Peter has met with us and offered sound advice and help towards planning our retirement”
Pamela, 65+ years
Rochedale South, QLD“Peter has incredible knowledge and understanding of the financial industry, its products and how it operates. 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 regard 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.”
Leanne, 56 – 65 years
Wishart, QLD“Very approachable and helpful. Understood our needs and offered sound advice.”
Edward, 65+ years
Robertson, QLD“Peter is so easy to communicate with by phone or email. He is always quick and prompt with any assistance that I need. My retirement future is in the hands of a very competent adviser and it is a great feeling to have.”
John, 65+ years
Cleveland, QLD“Peter has always shown a great understanding of the state of the financial sector and, in particular, how best to utilise it in providing advice initially for my retirement planning and latterly for retirement itself. I have always clearly understood his advice and am confident that we will achieve the outcomes required to enable a comfortable retirement.”
Colin, 65+ years
Carindale, 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.”
