Peter Leggett profile photo

Peter Leggett

Arrow Private Wealth

Gold
41 Yrs Experience
Ivanhoe East, VIC 3079

As a Private Client Adviser at Arrow Private Wealth, it is my professional mission to protect families and individuals financially, ensuring that no matter what life brings they are on track to living out life as per their idea of financial freedom.

As a true holistic adviser, I ardently work towards enabling clients to have a financial future that takes into account their core values, dreams, hopes and aspirations, fitting all the pieces of their lives together so they can get from where they currently are, to where they ideally want to be.

I understand that my client’s needs are both immediate and long term, and that to achieve their financial goals they need a trusted adviser that can deliver personalised strategic advice and support.

Regards to you,

Peter

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

We are a Fee for Service business only - and do not accept commissions.

At a glance

  • Adviser status Gold
  • First year providing advice 1983
  • Years of experience 41
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Arrow Private Wealth

216 Lower Heidelberg Rd
Ivanhoe East, VIC 3079

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Arrow Financial Group Pty Ltd

AFSL 536745