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I have been working with Peter and Moneyworks for over four years now and really like the personalised service and yearly follow up. I have worked with other financial advisers before, and they haven’t really cared once they get their commissions.

I value the annual review, where I set goals and Peter attempts to chase me up and ensure I achieve these goals.  Peter has great knowledge and provides me with sound advice.  It gives me confidence that Peter and Moneyworks put extensive research into every investment that I have in place and that the investments are constantly monitored.

When we first started working with Peter about 15 years ago, we had an expectation that once we engaged you (or any other financial adviser), you would just invest for us as per our initial goals and there would be nil or very little ongoing or frequent communication with us. Also that you wouldn’t be advising on insurances, private superannuation, EPA’s, on-line security, etc.

The favourite feature of Moneyworks service that we look forward to and most value is the annual review meeting and how it is conducted.  The single biggest benefit from Peter and Moneyworks is their complete wrap-around financial and general all-life advice services (like a one-stop-shop for a secure lifestyle).