Peter Clout has provided me professional services for financial retirement advice and management of my portfolios for 10 or more years.
Peter is very professional in the way he conducts business and very knowledgeable in financial matters within the industry and advises accordingly leaving the final decision to me in how I wish to proceed with investment We have worked very closely over the years and I have been very pleased with how he has assisted me in all areas of planning for my retirement.
If anyone was to ask me to recommend a very competent financial adviser who explains and communicates information well, I would have no problem in recommending Peter.
Mary and I are pleased to offer the following in regard to our recent business with Family Wealth Advisory and Harvest Accounting Group.
As we were less than happy with the performance of our previous supplier we came to Peter of Family Wealth Advisory and Kylie of Harvest Accounting on recommendation from a friend.
From the start we were treated with professional attitude and from the first meeting felt very comfortable.
We were given different alternatives and on deciding the way forward for us, everything was put into place and we were kept up to date for the entire process.
Their combined actions were extremely prompt and communication was first class when compared to our previous supplier.
We would highly recommend Family Wealth Advisory and Harvest Accounting to anyone needing retirement planning and advice.
Retiree (Phil & Mary)
When employing the services of a financial adviser, one needs to be assured that the “financial adviser” actually listens to their client to best meet their current and long term financial requirements.
In our case there were three vital points:
Investment return based on our preparedness of risk strategy and asset base.
Ongoing follow up and monitor those investments and returns to ensure that the strategy and expectation is being met.
Provide timely feedback and make any necessary adjustments to the investments should this be necessary.
We have found Peter to be thorough and professional and as such, the experience to date has been extremely satisfactory
Pre-Retiree (Bob & Sandra)
“Peter has been managing my financial affairs for 15 years. With his advice I was able to significantly build my superannuation before I retired.
Now my money works for me through diverse, wise investment. Peter is ever willing to adjust my plan depending on market needs. I would endorse him fully as an honest and talented financial adviser.”
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