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Testimonials

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

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

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

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

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 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.