Business Planning

Analysis, Planning and Best Advice

Our clients often run successful businesses, or are in the medical profession, and are in need of assistance with either retiring, or creating strategies on how they can safely and securely exit the business and still live their lives to the fullest.

In our illustration of a Retirement Roadmap, business owners Michael and Julie were able to accumulate an additional $1.8 million in wealth over the last five years until retirement.

They achieved this by implementing our six strategic advice steps over the last five years of their working life, which would result in an additional $175,000 annual income in retirement.

For business owners and professionals, we provide wealth creation strategies that ensure they are able to achieve their life aspirations.

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CLIENT STORIES

Featured Client Success Story

We have been using Peter’s expertise in all things financial since 1990 and have always been impressed by his diligence, honesty and integrity. Our financial goals are on track under his care and we are always confident that he has our best interests at heart when making recommendations and investment decisions. We can highly recommend Peter and his dedicated team’

We have been clients of Peter for many years now. He has always given sound information in his newsletter on the performance of our investments and made appropriate suggestions as to and when they should be changed to ensure that they are performing to our needs.

I am a retired company accountant and have been comfortably living off reasonable interest and dividends until recently. A friend recommended Peter so we sought his advice to deal with the current and probably long term dilemma of low interest rates. Peter has provided my family with invaluable advice for the management of my investments both inside and outside Super.

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