Peter Stevenson Cfp® Email & Phone Number

Hi, Peter Stevenson here, specialising in private wealth management, financial planning and business growth by acquisition.As Managing Director and Practice Principal at Signate Private Wealth, I lead one of Australia's fastest-growing independent private wealth practices.You can’t trust just anyone to advise you on how to achieve your financial goals and create the wealth required for the lifestyle you want.Over more than two decades, I’ve had the privilege of doing exactly that for hundreds of wealthy Australians.My entire career has had one single-minded purpose - helping clients build wealth and manage their money effectively to create a lifestyle and a lasting legacy.Starting in Westpac at a young age, I became a Financial Planner at the age of 18, winning multiple awards for Financial Planner of the Year, and I haven’t looked back since.Building on that early foundation, I’ve acquired the credentials you would expect of someone passionately committed to the wealth management industry, including earning a Master of Applied Finance degree and Certified Financial Planner.My experience as a financial planner has revealed that people who generate substantial wealth often run into the same three challenges:Growing and managing wealth can be stressfulThere are many variables which can be difficult to controlPoor or non-existent forward planningSo in each of the businesses I’ve worked in and founded, most recently Signate Private Wealth, my core focus has always been to deliver three simple outcomes💲Lower stress💲Control over all aspects of wealth-building💲A robust plan designed to achieve individual financial goalsWhether it’s superannuation, tax, insurance, or investments the services my team and I at Signate cover every conceivable aspect of Private Wealth Management. We make the complex simple.Wealth management will always be our core business and now we’re expanding our horizons in a new direction as well. Growth by acquisition.Signate Private Wealth is growing fast and we’re keen to collaborate with others in this industry who want to share in that growth. We are committed to helping the owners of financial planning and private wealth businesses who want to grow, enjoy the benefits of being part of a larger business, create a succession plan or achieve a seamless exit.Interested in a conversation about how Signate Private Wealth could help you achieve your personal financial goals or your business exit strategy? Reach out and let’s talk.

Listed skills include Wealth, Superannuation, Wealth Management, Income Protection, and 23 others.