Peter O'Callaghan

Msi Taylor Wealth Management Pty Ltd

5.00
8 Reviews
Gold
27 Yrs Experience
Toowong, QLD 4066

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.

Expertise

  • 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

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 8
  • First year providing advice 1995
  • Years of experience 27
  • 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

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306