Peter Donovan

Phase 3 Retirement Solutions

Platinum

18 Yrs Experience

Upper Mount Gravatt, QLD 4122

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If an Aged Care and Centrelink Specialist is what you are looking for then look no further as my qualifications and experience fit this profile. These 2 specialities fit in beautifully with retirement planning as well.

I have demonstrated high ethics and compliance throughout my career and my clients needs and goals are paramount to me providing you with knowledge, experience and expertise.

Give me a call and discuss how I can tailor a solution to meet YOUR needs not something off the shelf.

Government Assistance
Superannuation
Retirement & Pension
Aged Care
Cashflow & Income
Socially Responsible
Wills & Estates
Budgeting

With the exception of aged care, I offer a free 1 hour consultation to determine if I can be of assistance to you and your needs. This is also an ideal opportunity to get to know each other and ascertain if we can work together.

5.00 October 2024

Peter takes the time to explain all information given on our entry into retirement. He gives comprehensive written information which is clear to interprete. We are confident that our retirement plan that Peter has assisted us implement and will continue to seek his assistance in the future. Thank you to Peter snd his team.

5.00 September 2024

My wife and I recently engaged Peter to provide us with information on obtaining a Government Pension at retirement. Peter was very clear and concise in what he provided to us and it is appreciated. Thanks Michael and W R.

5.00 June 2024

Peter was always very prompt in responding to queries. Peter is very approachable and his explanations logical and understandable. He was very supportive with following the complexity of the steps in accessing a part pension and managing the required changes with superannuation.

5.00 June 2024

I came across Peter Donovan through a recommendation, and I have never looked back. If it wasn't for Peter, and his excellent advice, I don't know how I would have faced the challenge that lay ahead of me.

5.00 October 2023

Peter is very experienced,

Walked us through options and recommendations that met our fact find details in an easy to understand language.

Very reliable and follows up everything.