Kim Teo

Peter has been fundamental in building a personalized and flexible financial plan for myself focused on wealth creation and financial independence.   He operates with the highest level of integrity, keeps up to date with domestic & global financial matters and is only ever a call or email away. Without hesitation, I would sincerely recommend Peter…


Mr Craig Stewart & Mr Anthony Brown

From our first meeting, Peter established a welcoming, non-intimidating, non-judgemental rapport and always gave us explanations that made us think more widely about our financial situation. This way, we remained in charge of the planning process, making decisions collaboratively with Peter guiding us with his professional approach and knowledge. As a very positive and educational…