MenuKristie Peters CFP®
About Me
As a family business we offer a professional and caring approach to financial planning, backed by uncompromising integrity and a sound knowledge of the industry. We strive to deliver financial solutions tailored to meet the specific needs and objectives of our clients, with a commitment to quality ongoing service and support.
Areas of Focus
- Aged care
- Cashflow management
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 25 Years -
Licensed By Infocus Securities Australia Pty Ltd
