Financial & Investment Advice


When it comes to your money and investments, we understand the importance of finding an expert advisor that is dedicated to you and your needs. We are proud to offer Financial Services Advice that is tailored to you and has your best interest at heart.

Being your private wealth adviser is a responsibility that we take very seriously.

Successful wealth creation requires the formulation of a realistic and robust plan, having the discipline and patience to follow your planned strategies and knowing when to review and modify this plan to accommodate your changing circumstances - both those within your control and outside it.

The value of proper strategic planning cannot be overestimated and no matter how good ones cashflow or investments are, they can be severely compromised by poor planning.

It is our job at Peter Vickers Business Group to assist you in all the stages of your wealth creation, from planning to implementation, regular monitoring and review. Irrespective of your stage in life, the prudent management of your financial affairs will provide you with peace of mind, while affording you greater opportunity to focus on personal and business ambitions.

By working closely with your accounting and legal advisors we maximise the effectiveness of your financial planning and reduce the potential for conflicting advice. It also limits a duplication of services and reduces the chance of communication errors arising. Similarly we can also deal directly with banks and other financial institutions, on your behalf, to further save you time and effort.

Contact us For Financial Services Advice

For informed Financial Services Advice  on everything to do with your money, business and investments Contact our team of professionals at Peter Vickers Business Group today. 

Advice provided by Peter Vickers and Associates Pty Ltd Chartered Accountants Liability Limited by a Scheme under the Professional Standards Legislation ABN 60003466813. Authorised representative of Peter Vickers Insurance Brokers Pty Ltd trading as Peter Vickers Investment Services Australian Credit Licence and Australian Financial Services Licence Number 229302


Our Financial Services
At Peter Vickers Investment Services, we seek to maximise our clients’ wealth through sound financial advice, tailored to individual needs and risk comfort. Our approach is to focus on the long term financial goals of our clients, providing a detailed plan on how to achieve those goals. Talk to us for a personalised plan.
Investment
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At Peter Vickers Investment Services, we seek to maximise our clients’ wealth through sound financial advice, tailored to individu…

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At Peter Vickers Business Group we offer a comprehensive package of superannuation services. You can rely on the expertise of our highly qualified professionals for administration and management of your Self Managed Super Fund and sound superannuation advice to ensure you have the money to live the lifestyle you want during your retirement.
Superannuation
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At Peter Vickers Business Group we offer a comprehensive package of superannuation services. You can rely on the expertise of our hi…

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Having the knowledge to advise across a breadth of financial services allows us to treat each client holistically, taking into consideration their overall needs, rather than providing financial products on a piecemeal basis which may not be appropriate in relation to other financial services they are receiving. 
PVBG Financial Cheat Sheet
super superannuation investment service super and investment advice finance

Having the knowledge to advise across a breadth of financial services allows us to treat each client holistically, taking into consi…

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Having the knowledge to advise across a breadth of financial services allows us to treat each client holistically, taking into consideration their overall needs, rather than providing financial products on a piecemeal basis which may not be appropriate in relation to other financial services they are receiving. 
Superannuation & Investment
super superannuation investment service super and investment advice finance

Having the knowledge to advise across a breadth of financial services allows us to treat each client holistically, taking into consi…

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At Peter Vickers Business Group, our comprehensive service includes establishment of a new fund, updating of an existing fund, and amendments in the terms of your existing managed superannuation fund and being up to date with all the rules for Pension standards for SMSF. To make the most out of your investment contact our expert team at Peter Vickers Business Group Lindfield today.
Self Managed Super Funds
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At Peter Vickers Business Group, our comprehensive service includes establishment of a new fund, updating of an existing fund, and a…

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At Peter Vickers Business Group our Financial Service for the elderly addresses the needs of the individual at each and every stage as they choose to become less involved in their financial affairs and each client has different requirements for levels of involvement.  Talk to our team of experts today.
Managing the Finances of Ageing Parents
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At Peter Vickers Business Group our Financial Service for the elderly addresses the needs of the individual at each and every stage …

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Estate Planning - Talk to PVBG about your long term financial goals. We can set up protection for your income, savings, investments and future financial security of your dependents. We can help you to create the structures and provide the tools to manage, protect and grow your wealth. 
Case Study: Creating and Protecting Your Wealth
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Estate Planning - Talk to PVBG about your long term financial goals. We can set up protection for your income, savings, investments …

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SYDNEY


Suite 2/345 Pacific Highway,
Lindfield, NSW 2070

T: 61 2 9496 2300
services@pva.com.au


Peter Vickers Insurance Brokers

Suite 2/345 Pacific Highway
Lindfield NSW 2070
T: 1300 784 011
enquiries@pvib.com.au

WINDSOR


Suite 3, 31 Brabyn Street
Windsor, NSW 2756
T: 61 2 4577 4455
windsoroffice@pva.com.au


Follow us on Social Media @pvbglindfield   

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Chartered Accountants:  Liability Limited by a Scheme under the Professional Standards Legislation - AFSL 229302  Peter Vickers & Associates Pty Ltd ACN 003466813 | Peter Vickers Insurance Brokers Pty Ltd AFSL 229302 ACL 229302
Peter Vickers Insurance Brokers is part of the Steadfast broker network.