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

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Suite 2/345 Pacific Highway,
Lindfield, NSW 2070

T: 61 2 9496 2300

Peter Vickers Insurance Brokers

Suite 2/345 Pacific Highway
Lindfield NSW 2070
T: 1300 784 011


Suite 3, 31 Brabyn Street
Windsor, NSW 2756
T: 61 2 4577 4455

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.