Peter Horsfield

Smart Advice

Gold
23 Yrs Experience
Cairns City, QLD 4870
We are a boutique financial planning business that specialises in helping our clients...... to do what they want, with whom they want, when they want, wherever they want, however they want.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Redundancy
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 17
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualification
    • SMSF Special Advisor
  • Language spoken
    • English

Smart Advice

35 Grafton St
Cairns City, QLD 4870

Opening hours

  • 7:00am – 12:00pm Friday
  • 7:00am – 7:00pm Monday – Thursday
  • 9:00am – 12:00pm Saturday

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523

4.90
17 Reviews
5
4
3
2
1
4.75
Clear communication
4.75
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 17

Sort by

5.00

"'After just one meeting with Peter, we are ready to take to the field where winning is the only outcome.' Having Peter as a coach with such diversity would give anyone big or small the confidence to obtain the lifestyle they truly desire. Positivity, clarity, and an unbiased view of reality are the main tools in Peter's kit to which he wields like a knight in pinstripe armour. Within minutes, 'fear and apprehension' were transformed to a sense of 'Safety, security, and comfort' with Peter. 'The right path starts here, please don't wait as long as we did.'"

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I was equally impressed with Peters' friendly and 'frank' manner. Unpretentious. After much discussion, Peter imparted very sound & logical advice providing a very feasible solution to my initial inquiry. Thankyou again, Peter."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Peter was great, he replied to my query immediately and offered helpful informed advice. I would definitely recommend Peter to help with your financial questions."

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Peter Horsfield profile photo

Peter Horsfield responded on February 2017

"Thank you Michael for this opportunity to assist you and thank you for your positive review. You have all the right ingredients for success and I look forward to hearing your progress and you achieving your milestones along the way. Warm regards Peter"

5.00

"Peter showed me how to save thousands in tax while maintaining my same living expenses."

  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Peter Horsfield profile photo

Peter Horsfield responded on October 2016

"Thanks Paul"

5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Peter Horsfield profile photo

Peter Horsfield responded on March 2015

"Thanks Nick!"

5.00

"Peter is the best. He listens and delivers. It's as simple as that."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Peter Horsfield profile photo

Peter Horsfield responded on February 2015

"Thanks Jenny for your kind words. You are a great example to others i.e. identifying a need, seeking help, applying the advice (aligned to your values and goals) then doing the work to make it happen. Well done!"

5.00

"Peters help has been invaluable, his knowledge and support has been fantastic, we have no hesitation in recommending him to everyone."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Peter Horsfield has been looking after our finances for years now and we are incredibly grateful. We have peace of mind that we are covered financially should anything unexpected happen. Peter offers a personalised service and understands what we need now and into the future, and is helping us work towards our goals."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Peter Horsfield profile photo

Peter Horsfield responded on February 2015

"It's a testament to your character that whenever your thought about, you bring a smile to that person's face. Thank you for your kind words, you always bring a smile to my face whenever I think about you and Andrew. Warm regards Peter"

5.00

"We have been Clients of Peter’s since 2006. In this time Peter has always been extremely approachable, and only too eager to help in any way he possibly could. Peter has always been very personable, supportive and proactive to our various needs and situations. We have complete trust in Peter and know he is always working to help us achieve our financial goals now and in the future. Kevin & Leanne Brown"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Peter Horsfield profile photo

Peter Horsfield responded on February 2015

"Lee and Kev, thank you so much. Thank you for giving me the opportunity to do something I love i.e. help others. More than that, thank you for trusting me as your guide and adviser over these years. I look forward to many more years of friendship and service."

Showing reviews 1—10 of 17

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Diploma of Financial Advice

Level
5 - Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2002

Margin Lending

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2015

SMSF Special Advisor

Level
6 - Advanced Diploma, Associate Degree
Institution
SMSF Association (SMSFA)
Completed
2010

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2015

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2015

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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