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Our services

When considering any advice we provide, we take into consideration your total wealth position and advise on how to best maximise your current situation and fill any gaps you may have. Our holistic advice can cover the following main areas:

Wealth Creation and Preservation

We will work with you to define your financial and lifestyle goals, including making sure you have the right investment strategies and structures in place.

Investment Management

We believe it is imperative to be able to select from the widest range of investments possible to construct an appropriate portfolio. All portfolios are tailored to personal circumstances and managed in line with your personal needs and objectives. Our approach to asset management is not set-and-forget, but rather one where strategic changes are made when underlying fundamentals suggest rebalancing is necessary.

Superannuation and Self Managed Super Funds (SMSF)

Superannuation is a key component in the accumulation of assets for future wealth and financial security. We advise on all aspects of superannuation benefits, including the development of annual contribution and pension strategies; management of investment portfolios; and ensuring your benefits are properly incorporated into your estate plan. We also advise on the ongoing management of SMSFs.

Risk Minimisation and Protection

Insurance is an often overlooked area of personal and financial life goals; no one likes to think now about what insurable events might happen in the future. Our job is to ask you the right questions to ensure that you and your family are covered for unfortunate events. We will discuss your life, total and permanent disability, trauma and income protection insurance needs.

Estate and Succession Planning

There are many things to consider in a carefully constructed estate plan (e.g. Wills, Powers of Attorney) or succession plan (e.g. business ownership, buy/sell agreements). For this reason, we work alongside specialist solicitors to ensure every aspect of your personal, business and financial life will be dealt with in accordance with your wishes.

Our sole focus is to ensure that our clients’ needs and objectives are met in the short, medium and long term.

Our Team

Peter Keogh

Founder and Principal Adviser

Peter holds a Bachelor of Business with Honours, a Graduate Diploma of Applied Finance and Investment, and has met the rigorous requirements to achieve the Certified Financial Planner designation – the highest certification available to financial planners worldwide. With over 20 years’ experience specialising in assisting individuals and families grow and maintain substantial personal wealth, Peter has extensive experience in providing strategic planning advice and developing solutions to ensure his clients are positioned to achieve financial security.

Dana Caniglia

Paraplanning and Client Service

Dana holds a Diploma of Financial Services and an Advanced Diploma of Financial Planning. Dana’s many years working in both private and corporate financial services businesses have made her highly experienced in dealing with the full range of administration and technical issues clients face. In her role as Client Service Manager and Paraplanner, Dana assists clients from initial contact and planning through to implementation and ongoing management. Dana and Peter have worked together for 8 years.

Desiree McConnon

Client Service and Operations

Desiree has a wealth of financial services experience having worked in banking, superannuation and financial planning within private practice firms, financial planning licensees, superannuation administration businesses and major institutions.  She holds a Diploma of Financial Planning along with a Certificate of Superannuation Management.  As our Client Services Manager, Desiree brings much experience and knowledge to the role, drawing on her many years working across the industry to deliver the best possible service to our clients.

Peter has extensive experience in providing strategic planning advice and developing solutions to ensure his clients are positioned to achieve financial security

Clients

Because we are a small firm that maintains close relationships with our clients, we are able to offer unlimited access and a high level of personalised contact with all staff of the firm. As a trusted adviser to those who use our services, we are proactively involved in all aspects of our clients’ financial affairs.

Our services are advantageous for people who appreciate the value of professional advice and want guidance across their full financial situation. Our clients include professionals, medical specialists, business owners, self-funded retirees, corporate executives, senior government employees, and beneficiaries of inheritances.

As a trusted adviser to those who use our services, we are proactively involved in all aspects of our clients’ financial affairs.

Testimonials

Peter has been managing our super fund for well over 15 years and we have been very happy with his service and professionalism. As the owner of a financial planning practice with no links to the big institutions, he has provided us with sound and objective advice.

By Richard and Jenny Bramley - Self-Funded Retiree and Former Management Consultant

We have been advised by Peter for over 10 years and have found him to be very open and honest with the management of our affairs. Peter still responds to our requests and queries with genuine interest. His advice is well tailored to our needs and he shows great patience with us when things do not quite go as planned and he is able to adjust his advice to our changing circumstances. We have no hesitation in recommending Peter.

By Dr Rod and Lorraine Townsend - Dentist

We have known Peter for almost 20 years and he is smart, knowledgeable and obliging.  Our investments have been capably managed and we are more than satisfied with the results achieved, even during challenging economic times.  If he does not know the answer (which is rare), he has the professional connections to find it.  We respect and value him as our trusted adviser and as our friend.

By Glen and Linda Robertson - Retired Bank Manager

Peter has been looking after our super fund and retirement planning for over 15 years. We feel he has provided us with sound, objective advice and has challenged our inputs and assumptions when needed. He has always displayed great integrity and provides us with an overall level of comfort.

By Andrew Churchill - Management Consultant

I’ve been with Peter for over 15 years, and over this period he has provided me with a sense of assurance about my financial future. I have been impressed with his up-front approach, considered advice and all-encompassing service. Having had successful management of my superannuation fund and personal investments, I am now in the process of having him advise me on other important issues such as my insurances and estate planning. I am confident that I am receiving honest advice as he works on a fee for service basis to ensure tailored recommendations. Importantly, I feel that my dealings with Peter have been very individualised in a personal and professional manner and that Peter is readily available at any time. In the past I have used some four other financial advisory services but I have found Peter to be the most professional with his understanding of my individual situation.

By DR M - Orthopaedic Surgeon

To a busy couple who have little understanding of, or indeed interest in investments markets, Peter provides a very valuable commodity – peace of mind. We are content to leave our finances in his capable hands as he has demonstrated that he really understands our needs and concerns. We are confident that his high level of expertise will continue to benefit our portfolio and give us worry-free sleep.

By Steve and Annette James - Retired Business Owners

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