14 Reviews

Peter Tribolet

Foundation Financial Advice

Platinum

13 Yrs Experience

Melbourne, VIC 3000

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I am the Director and Principal Financial Planner of Foundation Financial Advice: a client-centric, holistic fee for service Financial Planning Practice which places a focus on strategic planning for you, not just financial products.

Foundation Financial Advice is located in the heart of Melbourne, with initial meetings over videoconference and is not owned by a financial product provider, bank or super fund. This is to ensure advice is in the client's best interests, not the super fund or bank’s interest.

As a Master’s degree qualified CFP Practitioner and both a Specialist SMSF and Registered Tax (Financial) Adviser with over 15 years of industry experience, I enjoy meeting with clients and assisting them to meet their financial goals through the provision of clear, strategic, objective and expert financial advice.

Further areas of specialty include, but are not limited to:

· Defined Benefit Experts such as ESSSuper Financial Advice, ESSS DB, State Super (New, Revised, Transport and SERB scheme), PSS, and CSS Advice.

· Industry Super Funds (such as UniSuper, AustralianSuper, Aware/VicSuper etc.)

· Private Funds and Self Managed Superannuation (SMSFs),

· Personal Insurance (Life, TPD, Income Protection) and Key Person Insurance,

· Wealth Accumulation and Management,

· Debt Reduction,

· Social Security (Centrelink and DVA),

· WRAP accounts and Direct Investments,

· Work Cover strategies (post-claim),

· Budgeting and Cashflow Management,

· Insurance Claim advice (post-claim),

· Salary Packaging and Tax-effective strategies.

I also offer clients ancillary services by referral such as:

· Mortgage Broking Services; Home, Personal, Investment, and SMSF Loans

Contact me for an appointment to help you realise your financial goals or visit www.foundationfa.com.au

Government Assistance
Superannuation
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Redundancy
Tax Strategies
Growing Assets

Initial meetings are $550 and designed to understand more about you, obtain further information, provide general advice and factual information which is relevant and detail opportunities for personal financial advice. Financial plans range from $4500 - $11,000 are quoted in advance and paid over two 50% instalments. One on acceptance of the advice proposal, and one after being provided with your Statement of Advice, but prior to implementation. Ongoing advice services start from $350 per month.

5.00 October 2024

I retired from VicPol 6 years ago & although my wife and I considered ourselves somewhat “clued up” on everything Super related , we were still pretty anxious about the prospect of how to navigate our future investment How fortunate we were to have found Peter. He is reassuring & friendly coupled with great financial knowledge and explains options in an easy to understand manner. Super is certainly not set and forget and we have most certainly benefited and learnt much from having Peter guide us through this process and will continue to do so as the landscape of our retirement continues to change over time. We know the advice and decisions we’ve made based on Peters recommendations , particularly during the COVID pandemic, have certainly helped us transition to a comfortable retirement. Thankyou so much Peter.

5.00 July 2024

My wife and have been with Peter about 4 years. Since day 1, Peter has filled me with confidence. As we both approached retirement, Peter laid out a complete strategy for a very comfortable financial future. With all his recommendations and the movement of our Super funds, Peter has certainly paid for his services many times over. People who suggest they can sort out their own Super are either very financially savvy or more than likely doing themselves a disservice. Hire a Professional. Peter is that Professional. My wife and I are both retired as of 2024 and I sleep very soundly knowing my finances are safe, secure and currently growing. I have recommended Peter to co-workers and the first thing they ask about is the 'Trust Factor'. All I can say is I have never had one moment of concern with Peter. Every interaction has been completely transparent, and every document fully explained. A copy of every document was forwarded to us for our records. If you are considering a Financial Adviser, give him a call. You won't be disappointed.

Regards from Two very Happy Retirees

5.00 November 2023

Peter was recommended by a former colleague and although busy at the time of the initial enquiry, was able to provide an excellent service at a highly stressful time. He subsequently engineered a plan that incorporated my retirement after 38 years with Victoria Police which involved several complexities around superannuation, leave and long service leave entitlements, the transfer of funds to an alternate superannuation scheme and the structure of an Income Stream post retirement. At all times Peter was accessible, professional and highly knowledgeable. His friendly approach ensures that you are comfortable to ask questions and check on processes that are often foreign. We are exceptionally pleased with Peter's service, assistance and rates.

5.00 August 2020

We are very grateful that we found Peter as our Financial Adviser. He is a Godsend to us. Peter is a very nice and knowledgeable person. He looks after his clients in a "Holistic Way". We can't thank Peter enough for guiding and supporting us during a period of Financial Hardship. He was sympathetic to our family situation due to the unforeseen circumstances. I Highly recommend Peter Tribolet and his company. With our Heartfelt Thanks The Waddell Family

5.00 January 2020

Peter has given me advice on my Defined Benefit and including Retirement Planning to provide us for ongoing advice. Peter has always explain things in a clear way. Through Peter’s knowledge and experience I can feel comfortable and confident that the advice given will help us for a happy and long retirement.