“Peter Wilson’s utmost dedication to professional excellence, expertise and integrity is widely recognised within the Godfrey Pembroke network. Godfrey Pembroke is proud to be associated with Peter’s practice.”
- Tom Reddacliff, former Managing Director, Godfrey Pembroke Limited
“We have been retired for 5 years relying heavily on our Super Funds to deliver a comfortable and worry free lifestyle.
Our personal circumstances changed dramatically due to major health challenges five years ago. Godfrey Pembroke not only restructured our fund to match our new circumstances they offered outstanding personal advice that proved financially invaluable.
Asked for one word to describe the team at Strategic Wealth – “Trust” a vital ingredient for the management of our funds now and into the future. We have been with Godfrey Pembroke for over 20 years and with Peter Wilson, Adrian Vidotto and Strategic Wealth for over 10 years.
Adrian is a Collingwood supporter making weekly conversations that much more interesting. “
- Ray and Dee Webb, Retired Automotive Marketing Director and fanatical Magpie supporter
“As a self-funded retiree who does not wish to spend retirement closely managing superannuation funds, committing this task to Strategic Wealth has provided an excellent alternative. Along with the recommendation of a managed funds portfolio, advice is given on a regular basis. The cornerstone of this process is an annual strategy meeting where overall portfolio performance is reviewed in detail and goals structured for the next 12 month period. This is supplemented throughout the year with continuous advice when market dynamics change or specific opportunities arise.
Of particular importance in my situation has been the constant focus and consideration of the taxation implications associated with the strategies employed. This is an area which seems to be getting evermore complex and has resulted in considerable savings.
I have been with Strategic Wealth for nearly seven years, and I would have no hesitation in recommending Peter Wilson and his Team.”
- Terry Roberts, Retired Oil Company Executive
“By way of background we have been expats for 15 years living in Mexico, the UK and the US. During that time our Australian financial affairs and retirement planning have been handled most proficiently by Peter and his team.
It is very easy to underestimate the complexity and needs for preparing for the next stage in your lives and Peter has been superb in providing advice and managing our affairs including estate planning and investment portfolios. More recently, the repatriation of our superannuation accumulated overseas has been incredibly complex and without Peter’s counsel we would not have been able to achieve this in a tax efficient and timely manner. I have no hesitation in recommending Peter to prospective clients.”
- Paul Parsonson, formerly SVP Finance - GlaxoSmithKline
“We were referred to Adrian Vidotto and Peter Wilson of Strategic Wealth some three years back for advice in relation to our personal and business assets. Like many in our age cohort we were approaching retirement without a properly structured approach and an incomplete understanding of what to do about it.
What impressed us most from the first meeting was the genuine level of interest taken in our specific circumstances and the care and attention to detail with which that was reflected in their subsequent advice. That advice covered business strategy, succession planning, superannuation portfolio structuring, budgeting and personal asset management – integrated and presented in a coherent and assimilable manner.
The importance of effective wealth management and the extraordinary growth of the financial planning industry make the choice of the right adviser both crucial and complicated. For us, Strategic Wealth has struck the perfect balance of combining genuine personal interest and involvement with keen intelligence, common sense and sound financial acumen. Adrian and Peter have both our confidence and our strong recommendation.”
- Joan and David Keane, Quest on William Serviced Apartments