When preparing the advice we offer, we take into consideration your total wealth position and advise on how to best maximise your current situation and build on it to achieve your objectives. Our holistic advice can cover the following main areas:
We are a privately-owned wealth advisory firm that works with clients to enhance and preserve their personal wealth. Due to our extensive experience working in this area, we have developed an insight into appropriate and effective strategies that help clients meet their financial and lifestyle objectives.
In line with being a true professional services firm, our services are offered on a fee for service basis via a transparent remuneration model. All service fees are discussed and finalised annually in advance. We do not earn commissions for investments or services recommended to clients.
Our sole focus is to ensure that our clients’ objectives are met in the short, medium and long term. This is aligned to our professional obligations to maintain a duty of care and act in the best interests of our clients. Strategic and investment recommendations are formulated after careful analysis of a client’s full current situation, without any outside influence from product or service providers.
Peter and Counterpoint Private Wealth Pty Ltd are Authorised Representative of Paragem Pty Ltd (AFSL No. 297276).
Wealth Creation & Preservation
We will work with you to define your financial and lifestyle goals, to make sure you have the right investment strategies and structures in place.
All portfolios are tailored to personal circumstances and managed in line with your personal objectives. Our approach to asset management is not set-and-forget, but rather one where strategic changes are made when underlying fundamentals suggest rebalancing portfolios 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.
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 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 Paraplanner, Dana assists clients from initial contact and planning through to implementation and ongoing management. Dana and Peter have worked together for 9 years.
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.
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.