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Tailored Wealth Management Strategies for Building, Protecting, and Growing Your Financial Legacy
Peter specialises in client-centric, goals-based wealth management strategies that assist clients in planning, growing, and protecting their wealth, ensuring financial security both now and in the future.
For almost two decades, he has tailored investment portfolios and retirement plans to align with each client’s personal goals and objectives. His strategies include growth-oriented investment selection, income generation, capital preservation and lecacy planning.
Designed with a focus on long-term success, these strategies enable clients to build net wealth, maintain their lifestyle through retirement without compromise, and preserve their family legacy for future generations.
Authorisations
Peter Drew Willis can advise on the following product areas:
- Provide financial product advice
- Deposit and Payment Products
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes
- Securities
- Superannuation
Qualifications
- Ethics and Professionalism, Kaplan, 2020
- Professionalism Diploma in Stockbroking, SFAAA, 2017
- Diploma in Financial Planning, Kaplan, 2016