Please book your meeting here
Set a time in the discovery call diary and one of of the senior consultants below will be in touch.
CPA CFP Senior Adviser M.Com(Fin.Plan) SAFin B.Ed Senior Adviser
Peter and Paul each have more than 20 years experience with retirement advice and investments, you will be contacted soon. If you'd prefer to book a time to be contacted, please scroll through the discovery call diary and select a time to be contacted.
"What we appreciate is the friendly, open, personal and consultative approach to customer relations. We receive regular comprehensive updates by email, often followed by a telephone call from Peter or a professional team member. They make themselves available to assist with all the queries we have so we are clear about what our money is doing. In the unexpected economic downturn with the Covid-19 pandemic, we particularly appreciate the timely and prompt advice and action they took to minimise our losses. We are confident Peter and his Investment Committee are monitoring the market well and we trust them to assist us with achieving our financial goals and on-going lifestyle needs" Anne and John - Recently retired