Peter Leggett CFP®
About Me
As Managing Director of Arrow Private Wealth, it is my professional mission to protect families and individuals financially, ensuring that no matter what life brings they are on track to living out life as per their idea of financial freedom. As a true holistic adviser, I ardently work towards enabling clients to have a financial future that takes into account their core values, dreams, hopes and aspirations, fitting all the pieces of their lives together so they can get from where they currently are, to where they ideally want to be. I understand that my client’s needs are both immediate and long term, and that to achieve their financial goals they need a trusted adviser that can deliver personalised strategic advice and support. All clients of Arrow Private Wealth can expect this personalised care and will experience peace of mind and financial freedom from the entire Arrow team.
Areas of Focus
- Aged care
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Masters Degree
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Years of Experience 42 Years
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Licensed By Arrow Financial Group Pty Ltd
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Advice Fees From $6,600