Peter Morrison-Dowd

It's true, great staff create great clients, and I am lucky to have found a team of great staff that ensure that our firm has great clients.

I see the role of an Adviser as the custodian of the clients wealth, we are not here to sell products or push the latest trade, we are here to make an immediate difference to our clients.

So what is wealth?

To me it's having peace of mind, it is knowing that if you get into a crisis you have a crisis plan to help you get out of it and it is knowing that the ones you care for are cared for, that wealth, it is not just dollars and sense.

For the past 10 years, I have volunteered as a VicSES Emergency Services Road Rescuer, meaning, if someone is in a car accident, we are the guys to cut you free, 'Jaws of life' if you wish. Having completed over 680 rescues makes one very humble and brings a new perspective to one's life and the wellbeing of my clients.

I am also a noted inventor with IP Australia, holding two Patents for Financial Advice technology, feel free to google it.

If we get the chance to meet professionally, the first thing I will get you to understand is that there is no rush; people make mistakes when they rush, so it is important to know where you are and where you want to go; that's how great strategies work out.

Holding my own AFSL means I never get pressured to 'sell ' this or 'sell' that, and I see that as a great benefit to you, the individual seeking advice.

As an Accounting firm, we also bring together strong disciplines in budgeting and lending, investing with an international focus, making us one of the better-informed teams around.