Financial Planner Profile

Name: Peter Rambert

Qualifications: Master of Applied Finance
Financial Planning Association of Australia
Life Risk Specialist, Strategic Estate Planning

Financial Planning Association of Australia
Certified Financial Planner, Finance and Financial Management Services

Peter is an Experienced Senior Adviser with a demonstrated history of providing wealthy individuals and families with strategic financial advice tailored to their specific needs. Skilled in Portfolio Management, Risk Management, Independent Financial Advice, Investment Management, and Wealth Accumulation. Strong community and social services professional who is also a CFP Professional with the Financial Planning Association and a Fellow with FINSIA.

Our First meeting:
Few things have the potential to shape our lives like money, and few are more personal. Your earning, spending, saving, and investing plans are as unique as you are.

We believe in the importance of investing the time to understand you and your unique financial goals.
It may be a new house, a secure retirement, or the flexibility to work less – or something entirely different.
With your vision clearly defined, we’ll build a personal financial plan to get you there. A unique strategy and plan that genuinely reflects you.

Why choose us:
We look after the health, wealth and wellbeing of almost 1 million Australians. We know that great financial advice transforms lives – it provides people with clarity, control, choice and dignity. We understand each client as an individual, what money means to them, their goals and desired future. We believe it is important to coach and educate our clients to empower their decision making.

Financial security is a fundamental plank in your Wellbeing platform and by providing Australians with solid financial advice, we help people thrive.

Financial Planning Services:

  • Investment Advisory
  • Wealth Management
  • Financial Advisory

  

  • Investment Management
  • Portfolio Management
  • Risk Management