About Peter

We are in the business of helping our Ideal Clients get their entire financial house in perfect order and keep it that way forever.

This gives our Ideal Clients a 10/10 level of confidence, that no matter what happens in the world, markets, political events and/or their lives, they have 100% certainty and confidence they can spend more time with the people that matter most to them and be doing more of the things in their lives that are more important  than money.

Truely delivering this to our Ideal Clients, puts us in the top 1% of Financial Advisors, worldwide as measured by value delivered to clients and the business being successful and sustainable.

Our Ideal Clients benefit from our independent approach that focuses on truely being all about them and the delivery of our services through a team of specialist best in class & independent deliverable team members, subject matter experts in tax, legal, financial planning, asset management, insurance and other relevant resources and experts so that we have the complete capability to deliver truly comprehensive financial  services for all of our Ideal Clients, ensuring their best chance of success.

In addition to a minimum of 3 meetings per year with our Ideal Clients, our internal process and 143 checkpoints (ensure our independent specialist team delivers and they are proactive for you) and we deliver everything we promise. As well as holding our Ideal Clients' accountable to all the promises we have made to them and our Ideal Clients have made to themselves, their family and those important to them.

Our Ideal Clients entire financial house is in order and keeps that way forever because we deliver our services via: 

• Independence
• Consolidation
• Co-ordination
• Simplifiy
• Time Freedom
• Accountability and
• Alignment of our Ideal Clients financial house gives our clients the greatest chance of success to attain and Live their Ideal Life!

Industry Success and Acknowledgements

• 2006 National Advisory Practice of the Year
• 2007 National Advisory Practice of the Year
• 2008 National Advisory Practice of the Year
• 2010 National Advisory Practice of the Year
• 2011 National Advisory Practice of the Year.

EDUCATION
Certified Financial Planner (CFP), 

Diploma of Financial Advising (SIA)

MEMBERSHIPS
 Affiliated member of the Securities Institute of Australia (SIA)

 Affiliated member of the Financial Planning Association (FPA) which includes the education, examination,
experience and ethics requirements for certification as a Certified Financial Planner (CFP)

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