It's true, great staff create great clients, and I am lucky to have found a team of great staff that ensure that our firm has great clients.
I see the role of an Adviser as the custodian of the clients wealth, we are not here to sell products or push the latest trade, we are here to make an immediate difference to our clients.
So what is wealth?
To me it's having peace of mind, it is knowing that if you get into a crisis you have a crisis plan to help you get out of it and it is knowing that the ones you care for are cared for, that wealth, it is not just dollars and sense.
For the past 10 years, I have volunteered as a VicSES Emergency Services Road Rescuer, meaning, if someone is in a car accident we are the guys to cut you free, 'Jaws of life' if you wish. Having completed over 680 rescues makes one very humble and brings a new perspective to one's life and the wellbeing of my clients.
I am also a noted inventor with IP Australia, holding two Patents for Financial Advice technology, feel free to google it.
If we get the chance to meet professionally, the first thing I will get you to understand is that there is no rush, people make mistakes when they rush so it is important to know where you are and where you want to go; that's how great strategies work out.
Holding my own AFSL means I never get pressured to 'sell ' this or 'sell' that and I see that as a great benefit to you, the individual seeking advice.
As an Accounting firm, we also bring together strong disciplines in budgeting and lending, plus we also own our own research company Vestdata, making us one of the better informed teams around.
I provide a written Letter of Engagement detailing what my professional concerns are and the cost to have those concerns dealt with prior to asking you to commit to using the firm. Until you sign the Letter of Engagement you may have as many meetings with us to discuss your concerns and only when you feel comfortable and sign the engagement will we commence doing any work.
Peter is amazing, he was not the first adviser we have used but without a doubt the best one we have used. His knowledge and attention to detail is first class, in the two years that we have used him not only has his advice been great so has the returns on our superfunds, he even got us to understand our Estate Planning for the first time. We strongly recommend if you are looking for a smart and talented adviser, Pete is the one.
Pete and his team have always been available to help with anything that is needed which makes my life easy.
Peter is continually finding new ways to assist us and make suggestions, rather than setting us and leaving us be. I like the continued assistance.
Peter listens to my personal needs and requirements to which he then works with me to achieve the outcome I want to have.
Peter is assisting us with our transition to retirement, its great having someone to walk with us and to help guide our decisions.
- Adviser status Gold
- Number of reviews 21
- First year providing advice 1984
- Years of experience 38
- Diploma of Financial Services (Financial Planning)
Aspectfp Pty LtdUnit 6, 68-70 Old Princes Highway
Beaconsfield, VIC 3807
- 9:00am – 5:00pm Monday – Friday
Boston Reed Pty Ltd