Peter Carey Email & Phone Number

Finances are one of the most important aspects of people's lives. They have the ability to bring overwhelming joy and peace, but can also trigger enormous amounts of stress and discomfort if not under control. For something this important, it is my belief that taking my clients through their finances is one of the most rewarding and privileged ways I can undertake being trusted to assist their financial wellness and retirement planning.I deeply understand the unique financial needs of entrepreneurs and small business - from cash management and scaling a business, to diversifying concentrated positions and liquidity events. The goal of financial freedom is defined differently for everybody. My approach is consultative and committed to excellence. Firstly, I take the time to listen to my client's financial situation, preferences, and goals. Secondly, I offer guidance tailored to my client's objectives. Then I integrate our wide range of services to create a truly customised solution. Get to know me:• My life revolves around my 4-year-old and I wouldn’t have it any other way – she has me wrapped around her little finger!;• Love sailing, but not at the sacrifice of family time;• Technology – I was a bit of an IT geek once – but starting to appreciate the simplicity of things that just work (plug & play);• Energy efficiency solutions (solar, wind, battery storage and LEDs etc.) and • I love trying new foods from all over the world. I challenge you to “the most unusual thing you’ve ever eaten”. Unusual fact: • I was the Under 15 National Outrigger Champion (still riding that success!!) Top 3 favourite places:1. All of the Whitsundays, but narrowed down to Whitehaven Beach – Grew up in the area and camped there as a kid and is my “happy happy place”2. Sitting in the big red truck at the family farm!3. Bed-time book reading with “Miss 4”Thanks for checking out my profile, I would love to discuss your financial future If you would like to have a chat, book a 15-minute conversation with me free of charge.

Listed skills include Strategic Financial Planning, Financial Services, Superannuation, Pensions, and 12 others.

• 

  Manager: Super And Retirement Products

  Sunsuper

  Sunshine Coast, Qld, Au