Summary

We are a genuine independent financial planning practice, specialising in retirement planning. Our typical clients are professionals, small business owners or those already enjoying retirement. Peter has over 25-years experience working in financial services, including 14 years as a Senior Financial Adviser. I have had the privilege of working with a leading financial planning firm in Sydney, one of Australia’s largest industry super funds, and the largest building society in the UK. I hold a Master of Applied Finance, and am a practicing member of the Profession of Independent Financial Advisers®, the Certified Independent Financial Advisers Association and the Financial Advice Association. My greatest satisfaction as a financial adviser comes from making a meaningful impact on my clients' lives. I am dedicated to ensuring my clients feel comfortable, heard, informed, and actively involved in the financial planning process. Outside of my professional life, I cherish spending time outdoors with my wife and young daughter. I also enjoy playing football, working out at the gym, and cooking for friends and family.