We are professional | Fair and Reasonable | We comply the code of ethics | We act with integrity | We are objective | We are Competent and diligent

Our Pledge

Your investment choices can make a big difference in what your final returns are going to be. Making prudent investment decisions that consider your financial assets, their suitability to your goals and objectives, your risk/return profile and the time horizon of your investment could make a big difference on your returns.

Peter is a graduate of the Catholic University of Eastern Africa with an Economics Major and Political Sciences minor. He is an Authorised Financial Adviser having completed the National Certificate in Financial Advice Level 5 and provides advice on Mortgages, Investments and Insurance. He is currently pursuing a Graduate Diploma in Personal Financial Planning at Massey University as well as Postgraduate Diploma in Business Enterprise from the Southern Institute of Technology.

Throughout his life, he has been involved with people in different capacities, be it as an Information Communications Networks Account Manager at Siemens limited in Kenya, a Community Support Worker- Supporting people with Intellectual disability and Mental Health, working in the farms in Taihape and Pongaroa, a High School Rugby Coach or as a Rugby Player, he has learnt that by building strong relationships based on trust, teamwork, hard work, and mutual understanding, people can achieve great outcomes.

This is what he brings to Financial Advice- a genuine desire to make lives better by ensuring that the relationships he establishes are beneficial and based on the above principles and that clients’ interests always come first, and solutions provided meet their desired goals.

His other interests are in Positive Behavioural Support where he has an Advanced Professional Diploma and which he advocates as best practice to improving the quality of life and especially to the most vulnerable; through Pecxer Financial Services Ltd, he is a member of the British Institute of Learning Disabilities that assists organizations that support people with complex needs – to champion rights, ensure excellent support and continually improve their practice.

Peter also loves spending time with his partner and 2 boys in Awahuri.

As you’re your advisor, he will act as to ensure that you are getting the best deal.

 

Professional
We are professional and we take pride in clients satisfaction
Appointments
We offer flexible appointments, time and venue