Gabrielle, 65+ years
Wellington Point, QLD“Information and guidance was informative and valuable. Very pleased with Peter’s service and experience.”
Jeanette, 65+ years
Bahrs Scrub, 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.”
Mary, 65+ years
MacGregor, QLD“Peter is very thorough and completely honest in his dealings. I feel confident that he handles my finances making the best of them for my benefit.
He also ensures I am getting the most of the aged pension.”
Veronica, 65+ years
Robertson, QLD“Peter was very clear and helpful in his advice to me. I now feel confident to deal with Centrelink and have the tools to work out my budget. I will be happy to recommend him to others.”
Gail, 65+ years
Edens Landing, QLD“Peter has always been very approachable, generous with his time, and returned my calls when he was unavailable.
Advice has always met my needs, researched and experience based. Excellent Communicator and willing to listen.”
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.”
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.”
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.”
Leanne, 56 – 65 years
Wishart, QLD“Very approachable and helpful. Understood our needs and offered sound advice.”
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.”
Vicki, 56 – 65 years
Tarragindi, QLD“Peter has met with us and offered sound advice and help towards planning our retirement”
Sam, 35 – 45 years
Bracken Ridge, QLD“Immensely knowledgeable, from multiple years of experience. Explains complicated processes…simply & directly. Reassuring interaction…during an overwhelming time. Highly recommended.”
