|Name||Peter Coombes AFP®|
|Company||20/20 Advice Pty Ltd|
220 Boundary Street
Spring Hill, QLD 4000
|Phone||07 3152 1007|
|Mobile||0432 718 083|
My Mission is to partner with everyday Australians to provide clarity of vision for their financial futures through working with them to create, grow and protect their wealth.
I believe that relationships are the foundation of all great accomplishments; this is why clients come first, always at Pinnacle Wealth Partners.
Our core values, of People 1st, Integrity and Excellence, have also formed from this belief:
PEOPLE 1ST: We partner with our clients and our clients come first, always - this means we are completely transparent with fees and we are product agnostic.
INTEGRITY: Honesty, ethics and highest quality advice are the cornerstone of what we do and we do what is right - this sometimes means telling our clients what they need to hear rather than what they want to hear.
EXCELLENCE: Best strategies, best advice, best service, best business practices, best solutions and innovation.
My advice specialties include superannuation and retirement (including SMSF advice), business succession planning, personal insurance planning, taxation planning, wealth creation and general financial planning advice such as debt reduction and budgeting.
Please get in touch via email or mobile to arrange an initial consultation and we will cover the cost of that initial meeting.
I look forward to partnering with you!