Are you looking to make the most of your financial opportunities and create a better work-life balance? Many clients see financial advice as a means to securing sufficient funds for an end of career tour and a sedentary lifestyle later on, comfortable in the knowledge that provisions for loved ones are safely in hand. If you ask me, that’s only part of the story. Making provisions and looking after one’s accumulated assets or even building and safeguarding them is sometimes a difficult topic for discussion. Especially with a stranger. That’s where I come in. My service philosophy revolves around building lasting relationships, getting to know you and what you’re striving for and then creating action plans to set you up for long-term success. Such is my passion for partnering clients in the long term pursuit of a life lived to the fullest, that straight talk and commitment to your goals comes with the territory. Here’s what else comes with the territory (aside from the usual assortment of framed pieces of paper from institutions of higher learning; light-filled, airy offices that feature tasteful furniture and stylish coffee-making accoutrements), a wealth of experience in all facets of financial advice. Amid the usual financial advice service offerings though, is the fulcrum on which your success may balance. It’s in the form of a point of difference, a moment of clarity… one simple statement of fact. I care about what you want to do with your life. Read that sentence again… and again. So whether you want to amass a fortune that will remain untouched by human hands until you retire or you’d prefer to take a mid-career sabbatical in the Andes for 6 months, allow me to work with you on ways to provide financial freedom to achieve your goals. I practice what I preach and what I preach is sound, practical advice that focuses on you and the life you want to live.
Joseph - 3046 As an 18 year old guy fresh out of high school with a full time job, i was clueless with finances and money. After wasting money week after week i eventually got in contact with Pete who broke down the ways i could not only manage my savings but he asked me for the info he required to come up with a plan to save. The part that stood out most from the other Financial planners i had spoken to was that he could break down on the technical aspects of it, simplify them and use words and terms i could understand and relate to. Overall i've saved more money than was imaginable, don't notice the money going out of my account and feel extremely comfortable with my planner.
Peter is always looking out for new investments and services to optimise my savings. He takes the time to explain the product/service so I am educated about the investments or decisions I make to maximise my future income/wealth. Suzan 3043
Peter Pennicott is always well prepared for our meetings and pre-empts my financial needs. He is clear in explaining any financial queries I have and he always has a positive attitude to life.
Peter is thorough, considerate to our goals and lack of knowledge in some areas, backs up recommendations with as much detail and research as you like.
- Adviser status Bronze
- Number of reviews 5
- First year providing advice 2013
- Years of experience 10
- Master of Commerce
PekadaSuite 317, 838 Collins Street
Docklands, VIC 3008 Suite 1A, 9-13 Flintoff Street
Greensborough, VIC 3088
- 9:00am – 5:00pm Monday – Friday
Communitas Wealth Pty Ltd