Referral to Chris Peters

The reason I love my job is because it gives me the honour of delivering empowered lifestyle financial planning. I help clients to identify, achieve, and maintain their desired lifestyle – whatever happens – without running out of money or time.

My experience and speciality is working with clients who need a roadmap for their retirement and, calling on my previous business experience, helping SMEs with business financial planning.

The reason I became a financial adviser is simply because I’m passionate about making a difference to my clients’ lives by providing financial security and peace of mind. That may be once-in-a-lifetime holidays or spending quality time with loved ones through early retirement.

This gives me a special privilege to help clients enjoy their hard-earned money and achieve a financial balance between present and future needs. This is why the numbers are so important behind every personal goal. Life is not a rehearsal!

If you’ve been referred to me by a friend, colleague or family member, I’d be delighted to have a chat to find out more about you and your financial planning needs. Please use the calendar on this page to book a call, at a time to suit you.