Our under the bonnet review calculates your current fees and investment performance. It compares these to appropriate benchmarks and after we discuss with you your requirements, we provide our opinion on where you can sharpen the pencil and improve your situation.
Last year we saved each person who we helped an average of $4,964. The largest saving made for a client was over $50,000 a year. Learn more
If we believe there are better options available to you we will let you know.
Watch the video to see how we complete an Under the Bonnet Review for one client.
Income / cashflow goals
Investments return goals
Today? Soon? 65?
Optimise centrelink benefits, a tax plan, a cashflow plan, expected returns, your super and investment strategy to create a plan that ensures financial stability and security in your retirement
Change from your current situation to the new strategy in preparation for retirement.
Congratulations! You’ve made it.
Holidays, hobbies, family are the beginning. You can relax and enjoy retirement feeling financially secure
Monitor investment performance. This is critical to the sustainability of your lifestyle and plan.
Keep your next egg growing while you can
Check fees, investment performance and if you are on budget to continue forward with enough to live comfortably.
Knowing your plan for the future is in place.
“From my very first meeting with Peter I have always found him to be professional, easy to communicate with and approachable. Being a first time investor I have many doubts and questions. Peter is a phone call away to set my mind at rest. I have made a personal long term commitment to deal with Peter, allowing him to take charge of my financial investments and my future, and I know my decision was definitely the right one.”
“Peter was patient and helpful with my retirement needs”
“I have great respect for Peter’s honesty, ability and friendly manner towards myself and my family. At all times when I have asked on Peter he has promptly assisted me, someone who has very little knowledge of financial planning or shares. This is greatly appreciated and I look forward to a long and successful association with Peter. I would highly recommend Peter to person’s requiring a financial planner. Peter is a credit to his profession.”
“Pete and I speak often. The advice is great and the newsletter is great. Keep up the good work.”
“I hold Peter in the highest esteem in regard to my financial needs and hope to continue having Peter and his team as my financial adviser. Keep up the good work.”
“Peter’s work to date is excellent. I would recommend him to potential clients”
“Initial advice is not easy to understand when you first retire. Peter was patient and helpful.”
“Very happy with current performance”
Explore more with our handy tools and tips
People often get stuck when trying to work out if they have enough money to live on in retirement and the consequence is that they