Peter Small

Craig, 35 - 45 years, Bangalow, NSW

"Peter’s sage advice has helped us successfully navigate through: 1. important business decisions; 2. property purchases; 3. self managed super and insurances; 4. establishing a share portfolio with targeted growth (including the COVID period); and 5. very ambitious early retirement plans and financial modelling. All of which is well on track. I also trusted Peter to help with my parents transition to retirement. I always feel Peter tells me what I need to know, not what I want to hear. Peter’s guidance and advice has been a big part of our success over many years and I have no hesitation recommending Peter to anyone."

• Superannuation
• Insurance Protection
• Managing Debt
• Self Managed SuperFunds
• Cashflow & Income
• Complex Investments
• Small Business Advice
• Borrowing
• Growing Assets
• Wills & Estates
• Budgeting

Roberta, 56 - 65 years, Palm Beach, NSW

"Peter has been helpful explaining how my super and investments work. He has been reassuring that my money is invested in the best possible way. I feel confident that he follows trends, politics and is always available. I'd recommend him to someone who needs a professional financial adviser with that extra that we all look forward when we place our money in someone else's hands."

• Superannuation
• Insurance Protection
• Retirement & Pension
• Self Managed SuperFunds
• Cashflow & Income
• Complex Investments
• Socially Responsible
• Tax Strategies
• Growing Assets

Elizabeth, 65+ years, Lindfield, NSW

"Peter has given me advice in areas including self managed super funds . Peter always explains things to me in a clear way. Peter always gives full care and attention when I need it."

• Superannuation
• Insurance Protection
• Retirement & Pension
• Self Managed SuperFunds
• Cashflow & Income
• Complex Investments
• Tax Strategies
• Growing Assets
• Wills & Estates
• Budgeting

Craig, under 35 years, Dee Why, NSW

"Peter has helped my wife and me with several different aspects of financial advice over the past 18 months. This has included consolidating and strategic Superannuation investment, personal life and income insurance, business decisions and the mortgage for our first family home. At all times we have felt Peter has had our best interests at the centre of his decision making process when giving us advice. Such is the confidence I have in Peter, I have recently asked him to assist my father with his pending retirement in mid-2105. I have no hesitation recommending Peter to anyone seeking financial advice and would be happy to be contacted to discuss further. Craig Barry."

Andrew, 65+ years, Shelly Beach, NSW

"This guy is on the ball and has been for us for 8 years. He manages our business in a very friendly, conscientious, and professional manner with the eye of an eagle. We are happy and confident in the manner in which Peter has provided advice that has enabled us to achieve a portfolio of investments that completely suit our needs. We would not hesitate in recommending Peter and his business to others. Andrew. 65 years. 2261"

Mark, 56 - 65 years

"honest, reliable and knowledgeable. Very happy with his service which should be seen as a benchmark for financial advisors"

Ken, 56 - 65 years, Winston Hills, NSW

Michael, 56 - 65 years

Brian, 65+ years, Kellyville, NSW