Peter has been in the Financial Planning industry for 40 years and has had the benefit of working through a vast range of economic cycles, legislative changes, and client circumstances.
With this extensive experience, he has an advantage of being able to incorporate an evidence-based approach to financial advice. Combined with his ongoing education, Peter is extremely adept in helping clients navigate their best path through what sometimes can seem a confusing array of choices and unfamiliar language.
He has participated in some extraordinary events and experiences – both personally and professionally – and this has confirmed his belief that financial security is a key component to help people live their best life.
For Peter, it is the experiences – or as he likes to call them “life moments” – that people value most in life and it’s a key part of his role to identify what this looks like for his clients and plot a personalised financial plan to deliver on them. Frank and open communication is a must.
Peter has a great sense of humour and a positive outlook on life. However, he also understands that it is important to be prepared for the obstacles that come your way. “Life isn’t a straight course and even the best plans are going to have interruptions and speedbumps, that’s why ongoing financial advice and incorporating flexibility is key to success.”
Specialises in:
- Retirement Planning
- Superannuation Advice
- Wealth Creation and Investment Advice
- Estate Planning
If you’d like to ask Peter any questions please contact him by phone or email:
