Pete Pennicott

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.