Contact Us

Seeking Professional Advice in the Aged Care space is a “must” as you only get one chance to get it wrong.

Ready to talk to Peter?
Call or email to book a consult

Phase3 Financial Planning Pty Ltd

Peter Donovan
M 0414 347 287
A Suite 2B, Ground Floor
1990 Logan Road Upper Mt Gravatt QLD 4122

We are located within the OzDream Financial Services offices.

We look forward to hearing from you…

We help you navigate and plan for the 3 Phases of retirement

Phase 1

Celebrate + Splurge
60-75 years

In the first 10 years of retirement we see our clients buy a new car, do some home renovations and explore overseas travel.
After all you have worked hard for the last 50 years – you totally deserve it!

We assist by advance planning to ensure Phase 1 of your retirement looks like you want it to.

Phase 2

Relax + Enjoy
75+ years

The following 10 years of retirement brings us to Phase 2, where we often see our clients enjoying a comfortable lifestyle and exploring more local travel around Australia.

Retirement plans give you the financial confidence and ensure you get as much out of Phase 2 of your retirement as you can.

Phase 3

Health + Homecare

In Phase 3 our clients are often slowing the pace of their lifestyle. They may be experiencing some medical issues or looking to a retirement village, home care or aged care.

Planning for Phase 3 is very important and is often overlooked until it is required. Planning ahead assists you and also your family.