Financial & Investment Advice

Being your private wealth adviser is a responsibility that we take very seriously.

Successful wealth creation requires the formulation of a realistic and robust plan, having the discipline and patience to follow your planned strategies and knowing when to review and modify this plan to accommodate your changing circumstances - both those within your control and outside it.

It is our job to assist you in all the stages of your wealth creation, from planning to implementation, regular monitoring and review. Irrespective of your stage in life, the prudent management of your financial affairs will provide you with peace of mind, while affording you greater opportunity to focus on personal and business ambitions.

The value of proper strategic planning cannot be overestimated and no matter how good ones cashflow or investments are, they can be severely compromised by poor planning.

By working closely with your accounting and legal advisors we maximise the effectiveness of your financial planning and reduce the potential for conflicting advice. It also limits a duplication of services and reduces the chance of communication errors arising. Similarly we can also deal directly with banks and other financial institutions, on your behalf, to further save you time and effort.

Advice provided by Peter Vickers Insurance Brokers Pty Ltd trading as Peter Vickers Investment Services
Australian Credit Licence and Australian Financial Services Licence Number 229302