Peter O'Callaghan

Msi Taylor Wealth Management Pty Ltd

5.00

8 Reviews

Gold

28 Yrs Experience

Toowong, QLD 4066

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Contrary to the opinion of some, financial advice is not just about investing money to generate returns, but rather about empowering clients to make informed decisions to achieve their financial and lifestyle objectives. This is achieved by building a strong relationship of trust, regular review and communication, and solid research.

We exist to help articulate objectives, determine alternatives, and then via consultation, establish a strategy that will take our clients from "here to there" in the most efficient, cost-effective manner.

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

5.00 July 2022

It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. Peter's passion, knowledge and genuine interest in achieving the best for his clients shines through in each consult. He is very thorough and ensures that all aspects have been carefully considered. He is always happy to answer questions and take the extra time needed to ensure a full understanding of the recommended advice.

Peter's dedication to clients, business excellence and education sets him apart. I would highly recommend Peter to anyone wanting to achieve better financial outcomes whether they be general or more comprehensive and throughout any stage of life.

5.00 October 2021

Peter is a professional through and through. His advice is always excellent and I find his knowledge of Finance a great help on many occasions. He is always willing to assist when I have a question that needs answering.

5.00 September 2019

Peter is wonderful to both my son and I who suffers with chronic disability. Peter is highly intelligent, highly qualified in his profession and a committed family man. He has always shown my son and myself patience, courtesy and understanding in the many facets of financial management that our life circumstances necessitate. I have complete trust in Peter that anything he suggests or recommends has our best interests at heart.Peter has wisdom and integrity by the bucket loads and that is priceless!

5.00 May 2019

Peter was recommended by an Accountant friend of mine following a significant change in my personal situation. I had an idea of what I wanted to achieve but no idea how to go about it. With Peter’s guidance and advice I was able to formulate a plan that provided for my lifestyle needs without neglecting my need to build for my future. He distills complicated concepts into a language I am comfortable with and helps me feel confident to make important financial decisions.

5.00 March 2019

Peter has a wealth of knowledge, experience and understanding of finance in the current Australian market. I trust he has my best interests at heart for my future, always keeping up-to-date with the latest trends while being fair and level-headed in his approach. Thanks Pete for always having my back!

Adviser status Gold
Rating 5.00
Number of reviews 8
First year providing advice 1995
Years of experience 28
Highest qualification
- Master of Financial Services Law
Language spoken
- English

Msi Taylor Wealth Management Pty Ltd

Level 9, Toowong Tower, 9 Sherwood Road
Toowong, QLD 4066

8:00am – 6:00pm Monday – Friday

Fortnum Private Wealth Ltd

AFSL 357306

Peter O'Callaghan

Msi Taylor Wealth Management Pty Ltd

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Msi Taylor Wealth Management Pty Ltd

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Fortnum Private Wealth Ltd