Peter Berresford

Peter has always provided timely and professional advice on all our needs and is very helpful in explaining changing situations and providing answers to all our queries including dealing with Centrelink. He has enabled us to grow our funds through his investment strategies for us whilst providing an adequate income from the funds.

We have always found Peter to be friendly, helpful and professional. We have relied on his knowledge to guide us with our superannuation and retirement investments and he has always responded quickly with any requests or advice when needed.

Peter is diligent in every meeting we have had, he is well prepared with our financial needs and future plans. His knowledge of industry and personal requirements is above and beyond expectations and he presents it without all the jargon. Peter is a true professional and we would highly recommend his services.

I first met Peter back in 2015 when he took over one of my old superannuation policies which I still had from when I was a police cadet back in the late 70’s. I’d almost forgotten about it to be honest. Peter reached out to me and as I was in my early to mid-50’s, still with SAPOL, and approaching retirement I thought it couldn’t hurt to go and speak with him. Not being hyperbolic, but it was a meeting which really changed my life and allowed me to retire a couple of years earlier than I was anticipating. I am currently enjoying retirement and am financially secure even with the volatility that has hit the markets since COVID. I admit that I have had a few anxious moments bordering on panic about my investments since the market volatility began but Peter has always made himself available to speak with me and provide thoughtful and calming advice. Peter is very easy going, patient, knowledgeable, he explains things in easy-to-understand terms and most of all, he is respectful of any wishes that you have in regards to your investments. Any decisions about your investments are yours and yours alone. Peter has never tried to talk me out of any decision that I have made about my own personal investments. As we sit here now, I sleep a lot more comfortably than I have over the past couple of years and that is due in no small part to the great advice that Peter has provided. Peter continues to be my financial adviser and I cannot recommend his services highly enough.