I specialise in household cash flow, debt management and asset building advice for families and individuals. We incorporate family values and lifestyle choices in a financial plan tailored to individual objectives. Clients suited to our advice want to make their own lifestyle choices and be confident of a secure financial outcome. They also feel a responsibilty towards their money and want to be efficient managers while often managing a time poor lifestyle due to work and family committments. I have been in small business and working with families since the mid 1990s, both as a business owner and providing strategic financial planning advice. During this time, I have worked extensively with families, charity organisations and small business operators.
Fee structures are tailored to each client depending on complexity and client objectives. This is always discussed in our first appointment and could be a fixed fee, asset based fee or a mixture of both depending on what is suitable to our clients needs and requirements.
Peter has always been able to explain everything in a clear and easily understood way. After only our initial meetings, Peter's knowledge and understanding of our situation was evident. His experience with products and advice was exactly what we needed. Peter was always available to answer any call, text or email promptly when we had questions and he has been efficient in acting on our action plan on our behalf, before and after setting it in place. I am a type of person who wouldn't want my reputation ruined and hesitant to give reviews, but on this occasion, I would have no hesitation recommending Peter to my wide circle of family and friends.
Peter has provided our family sound cash-flow, investment, superannuation, general living & debt reduction advice for many years. Peter explains things to us in a clear way, and his advice allows us to tailor our cash-flow through the various stages of family life. I recommend Peter to anyone wanting to gain control of their finances, reduce debt, and set themselves up for a comfortable future.
Peter is excellent to deal with; he is very responsive to any questions, and takes the time to explain changes and recommendations. Peter also has the patience to deal with changes that I have requested and also works out the best way to do things and always provides sound advice. I would thoroughly recommend Peter to anyone seeking to engage the services of a Financial Planner.
Peter's commitment and willingness to meeting our current and future financial needs has been invaluable to us! His accessible, approachable style and no nonsense communication has ensured that we get the right answers at the right time. The performance of the products that Peter has established on our behalf has been beyond expectation and we have piece of mind knowing that we are in excellent hands. I have no hesitation in recommending Peter!
great people to deal with, the cash flow management has been a significant part of my strategy, my investment portfolio has been tailored to suit our needs. been working with peter and his organisation for over five years. very happy with our relationship
- Adviser status Silver
- Number of reviews 5
- First year providing advice 2008
- Years of experience 15
- Graduate Certificate in Financial Planning
Navigate AdviceLevel 1, Suite 1, 185 Morgan St
Wagga Wagga, NSW 2650
- 8:00am – 6:00pm Monday – Friday
Navigate Licence Pty Ltd