Dexter
Bringing Structure and Clarity to the Future
I wanted to plan more deliberately for the future. Mike Coady helped bring structure, long-term thinking, and clarity to my finances. I’ve seen clear progress, particularly around planning and decision-making.
Damian W
Time, Care, and Long-Term Thinking
What stood out was the time Mike Coady took to understand me and my situation. He helped put medium and long-term investments in place, alongside health insurance and life cover. The guidance has delivered the outcomes I hoped for, and I’m confident continuing the journey with Mike and his team.
David H
Holistic Advice, Not Just Products
We were looking for more holistic advice covering investments, property, and tax planning. Mike Coady helped by structuring our approach and introducing us to the right professionals where needed. Despite wider global challenges, we’ve generally achieved the outcomes we were aiming for.
Eloi Cardellach
Good advice - Thanks Peter Smith!
Peter Smith is my Private Wealth Adviser and he is giving me good advice and managing the funds to be able to have good results, the truth is that he is taking good control of the situation despite the difficulties of the pandemic situation.
David Gatenby
Pete Smith is a very helpful and approachable Private Wealth Adviser
Pete Smith is a very helpful, approachable and patient advisor. I recommend him STRONGLY to anyone looking for a private wealth adviser!
Dennis Taylor
Peter Smith - a very professional consultant
Peter Smith has been a very helpful, knowledgable and constructive advisor, and I thoroughly recommend his services.
Jan Soelling-Jorgensen
Excellent investment advise - Peter Smith
As my Private Wealth Adviser, Peter Smith has helped me to optimize my investment portfolio for a better overall return. He did however only advice to do changes really making sense and first when needed which makes his advice really trustworthy.
Jordi Junca
Peter Smith is approachable and professional
Peter Smith is my advisor and a very good advisor, he makes things easy to understand, he is approachable and professional. I recommend him big time.
Albero Carullo
Peter Smith is clear, effective and approachable
I had the chance to meet him after an unfortunate experience with previous consultants from another company. Peter Smith made the difference, he is clear, effective and approachable as my Private Wealth Adviser.
Eric Barton
Peter Smith is clear in his explanations and attentive to the slightest doubts
My experience with Peter Smith as my financial Adviser over the last couple of years has been completely positive. I have found him extremely helpful in discussing and explaining the ins and outs of my portfolio in as much detail as I care to pursue. He is clear in his explanations and attentive to the slightest doubts. He has gone out of his way to accommodate occasional last minute changes in appointments on my part. It has been a pleasure having him as consultant and he has recommended a significant number of changes to my investments which so far appear to have been advantageous. I look forward to continuing the relationship.
