Everybody wants to retire as comfortably as possible.
It is never too early to start planning your retirement. For younger clients, retirement might be a little in the background, as we assist you with more immediate aims such as buying a home, paying off debt, managing your career and raising a family. But the fact that there are more pressing aims does not mean that retirement should be ignored completely, and we can show you how to manage your affairs so that what you do today also benefits you when you retire.
For clients closer to retirement age, we help you decide when and how to start to make the transition from working life to retirement. For some people this transition is a gradual process. For others it is more sudden. Either way, we help you ensure that you make the transition as comfortably and successfully as possible.
This can include things like planning for the potential use of Centrelink and other Government benefits.
For clients who have already retired, our aim is simple: to help you make sure your money lasts as long as you need it to. This means ensuring that you have invested your super in the right place and that you are managing the costs of your investments – including tax – as efficiently as possible.
Once again, we also ensure that your financial planning makes best use of Centrelink and any other government benefits to which you may be entitled
Peter Robert Banicevic
Director and Financial Planner
Peter Banicevic – Director & Financial Adviser
BComm, GDip Fin Planning (Kaplan)
Authorised Representative (ASIC 330835)
Peter, is our fulltime financial planner and is dedicated to providing advice to clients to improve their financial futures. He has been providing advice to clients since 2008.
Financial advice is more than just investments, it’s more about having the right strategies in place to achieve your financial and lifestyle goals. And with a financial “coach” in you corner, you will make better financial decisions whichever stage of life you are at.
His approach blends the common sense, is easy to understand and focuses on client goals to achieve results for clients.
In 2008, Peter became an authorised representative of Count Financial Limited. In 2012, Peter is was an authorised representative of Securitor, which is part of the BT/Westpac group.
In August 2015, Peter become licensed via Dover Financial Advisers Pty Ltd. And currently since July 2018, Peter is licensed by Lifespan Financial Planning Pty Ltd.
Peter is authorized to provide advice on:
- Superannuation & Pension Funds
- Self Managed Super Funds
- Retirement savings products
- Personal Insurance products
- Margin Lending
- Managed Investments
And also provides advice in regards to:
- Centrelink matters
- Aged care financial costs and requirements
- Arranges Equipment finance and home loans via our partnerships with lending managers to get the best outcomes for our clients.
Peter obtained a Bachelor of Commerce from the University of NSW in 1993, and has a Graduate Diploma in Finance and Investment from Kaplan (previously the Securities Institute) and a Graduate Diploma in Financial Planning with Kaplan (2010).
He has worked with financial planners and their clients in his previous roles with Ord Minnett, Leveraged Equities & Adelaide Bank largely in customer service and business development. He has worked in the finance industry since 1993.
Peter in his spare time likes to spend time with his young family but also likes yoga, listening to kirtan music and sports.
Peter’s philosophy is, "You work to live, not live to work so live more simply and think about the higher more important things in life." Email Peter: firstname.lastname@example.org
Peter Robert Banicevic is an authorised representative (330835) of Lifespan Financial Planning Pty Ltd (AFSL 229892).