We love our clients

“I have known and trusted Peter for a very long time and have no reservations in recommending him”

“Peter Donovan has unravelled the Superannuation and retirement journey for me. He has a calm and patient demeanour which ensures that his explanations are clear for me to understand. I always leave each meeting with him relieved that he is doing all the hard and complicated work for me. I appreciate the clear direction he provides and the follow ups by email or text that he gives to me. My superannuation has benefitted as a result of his advice and guidance and I wished I had engaged his services years earlier. Peter is exactly what I needed in an adviser and his experience and advice leaves me feeling very confident that I am in good hands.”

“Peter has been a most trusted adviser over any years. He has always been very clear & patient in our dealings with him. We would highly recommend him to anyone seeking financial advice.”

“We approached Peter after a financial windfall. His advice was clear and appropriate for our circumstances. Now we are well set up for our future and confident that Peter will guide us through any hiccups that arise. He also helped us with issues involving Centrelink and DVA in a satisfactory manner.”

“Peter assisted us through the issues relating to arranging our super and preparing for retirement. His advice and knowledge of the requirement have placed us ready for our future retirement and left us fully prepared and confident to take the next steps to retiring financially secure. Thankyou peter for your assistance and personal attention.”

“We were referred to Peter by our legal service after the death of my father. Peter was amazing, he was able to assist with our families financial, centrelink and aged care needs for my mother. Peter was the person who took that additional stress away from us and ensured that mum is looked after financially for the rest of her life. He was professional, was always polite and had all the time for us that we needed.
I have already recommended his services to others.”

“Peter came highly recommend to me by a friend. Peter is patient and understanding to my requirements spending time going though every thing with me making sure I understood all the details every step of the way through the process of retirement, follow up via text and emails kept me in the loop at all times, Peter when over and above to make sure i am looked after in my retirement and all my finical needs. Looking award to working with him in the future.”

“I have had exceptional support from Peter and find his explanations and commitment very helpful.”

“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.”