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Helen, 65+ years, Holland Park, QLD
"I have had exceptional support from Peter and find his explanations and commitment very helpful."
- Superannuation
- Retirement & Pension
Diane, 65+ years, Robertson, QLD
"Peter was able to assure me that he could assist me to understand my financial situation and make relevant changes for the future. He took me on a journey that I found challenging but effective enabling me to make the necessary decisions required. My stress levels decreased significantly."
- Government Assistance
- Superannuation
- Retirement & Pension
- Aged Care
Mary, 65+ years, Camp Hill, QLD
"Where do I start? Our family was put in a precarious situation at the time. Sadly, we had the unfortunate decision to make regarding our Sister's future. An Aged Care facility was the only option we had. What do we do? Where do we start? We were blessed when someone recommended Peter Donovan to us. Without his help, advice and guidance, I don't know where we would be today. He called a meeting, discussed what was involved, and was prepared to take on our case. We are so grateful to Peter for everything he achieved for us - nothing seemed to be a problem to him. Gladly, we can say that our Sister has settled into her new home, and our burdens have been lifted from our shoulders - BIG THANK YOU, PETER."
- Aged Care
Review history
Mary, 65+ years, Camp Hill, QLD
"I came across Peter Donovan through a recommendation, and I have never looked back. If it wasn't for Peter, and his excellent advice, I don't know how I would have faced the challenge that lay ahead of me."
Mary, 65+ years, Camp Hill, QLD
"Peter Donovan was reliable and prompt in response to our communication methods, ie either in person, by phone or email. When arrangements were made for meetings, Peter was always on time. His knowledge, organisation skills and attention to detail are impeccable. I have no hesitation in recommending Peter Donovan to other family and friends."
Ross, 65+ years, Wishart, QLD
"I have found Peter to be thorough and competent. Peter is up front and if is not able to assist straight away, then he will advise when will be available and it is usually a reasonable time frame."
- Retirement & Pension
Review history
Ross, 65+ years, Wishart, QLD
"Peter was very approachable and helpful. He listened to our story and provided suitable advice to meet our requirements."
Peter, 56 - 65 years, Sunnybank Hills, QLD
"Peter was fantastic. It was our first sit down appointment with him which lasted more than an hour and was free. We were completely prepared to engage Peter to put together an in-depth retirement plan. By the end of the consult Peter told us that he didn't think we should waste our money on a retirement plan just yet, as we were still 2 or 3 years short of retiring. He listened carefully and asked many questions about what we wanted to do and what we were currently doing. Peter gave us a lot of advice before suggesting that we were on the right track and asked that we consider returning in about two years for a comprehensive retirement plan. Peter sent us on our way with materials and a great deal of information at no charge. Needless to say, we will be back to see Peter when we are ready to retire. HIGHLY RECOMMEND!"
- Superannuation
- Retirement & Pension
- Cashflow & Income
Robert, 65+ years, Banora Point, NSW
"We have been with Peter for the past 15 years, and from day one, he has always given very good advice. We are very happy with Peter."
- Government Assistance
- Superannuation
- Retirement & Pension
Review history
Robert, 65+ years, Banora Point, NSW
"My wife and I have been clients of Peters for 12 years now. Peter is always available and handles all our complicated financial needs especially around centre link We are more than happy to recommend Peter and have done so many times. From the first day meeting Peter, we felt he spoke in terms we could easily understand and we have learned much from Peter over the years."
Paul, 65+ years, Runaway Bay, QLD
"My wife and i found Peter's professional knowledge , experience , honesty and advise helped us to setup my retirement plan we felt very comfortable with his advise"
- Government Assistance
- Superannuation
- Retirement & Pension
- Shares & Investments
- Small Business Advice
- Growing Assets
Malcolm, 56 - 65 years, Mount Gravatt East, QLD
"Peter is very professional & explains everything very clearly. He answers all of our questions. I would highly recommend him to our friends & family"
- Superannuation
- Retirement & Pension
Owen, 65+ years, Gold Coast, QLD
"Major issues were addressed and clearly explained."
- Government Assistance
- Aged Care
Kerri, 56 - 65 years, Capalaba, QLD
"Peter gave great advice at a very difficult time in our lives. Medically we did not know what the future held for us when we first met Peter. Peter was able to give options for various scenarios and along with is knowledge of the centrelink system and superannuation options meant we were able to use both systems to support us in this difficult time. When the time came to transition to an early necessary retirement once again his advise proved invaluable to us. Without Peter's advice we would have made decisions that were not in our best financial interest at the time. However with Peter's help we were able to save thousands of dollars. The money spent on the advice was insignificant to financial gains we made with the his knowledgeable advice. I can highly recommend Peter and look forward to many more years working with Peter."
- Government Assistance
- Superannuation
- Insurance Protection
- Retirement & Pension
- Cashflow & Income
- Wills & Estates
- Budgeting
My clients have reviewed me based on the following areas of advice
- Government Assistance
- Superannuation
- Insurance Protection
- Managing Debt
- Retirement & Pension
- Self Managed SuperFunds
- Shares & Investments
- Aged Care
- Cashflow & Income
- Socially Responsible
- Small Business Advice
- Tax Strategies
- Growing Assets
- Wills & Estates
- Budgeting