• As unique as the electrifying colour schemes of the Brighton Bathing boxes, Peterson Group can design unique strategies for small to large business in ways to improve their performance.

    Whether it may be its future direction, its corporate structure, its day to day procedures as well as its eventual sale and succession planning, Peterson Group has the strategy to get you there.

    Wealth Creation

    Building a healthy retirement fund is essential to the long term financial strategy of our clients.

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At Peterson Group, we can help build your personal net worth with professional, strategic advice from one of our highly qualified financial advisers who will facilitate a smooth transition throughout the various phases of your life.

We discuss your individual financial situation as well as your attitude to risk and provide expert advice to develop appropriate financial strategies to put you in the best position to achieve your personal investment goals.

Having a strategy established with us provides you with the peace of mind that comes with knowing that your investments are being constantly monitored by professionals and that you are on track to meet your financial goals.

We provide strategies to help you build your wealth focusing on:

  • Investment Management
  • Asset Allocation
  • Potential Risks
  • Cash Flow Management
  • Establishing a Self Managed Super Fund (SMSF)
  • Strategies to Minimise Tax

PERSONAL INSURANCE

Our team provides quality advice on structuring personal insurance to protect our clients’ wealth. We assess your personal insurance needs and ensure that should any misfortune occur, you are adequately covered for any financial burden.

  • Life Insurance
  • Total and Permanent Disability
  • Income Protection

 

 

 

 

 

 

 

 

 

 

Peterson Group Financial Planning Pty Ltd, Authorised Representatives of Apogee Financial Planning Limited, Australian Financial Services Licensee, Registered Office at 105 – 153 Miller Street, North Sydney, NSW, 2060
The Products/services offered by Peterson Group Accounting are not authorised by Apogee Financial Planning and Apogee Financial Planning is not responsible for the advice/services provided by Peterson Group Accounting.
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