Why choose us?

Peter is more of a friend as well as a financial advisor. He does things properly and so we can trust him. He is always welcoming at our annual review and available with a quick and very helpful response when we need advice.

Mandy has been incredibly helpful, her support and advice has helped me navigate a very difficult and uncertain issue which, thankfully, has now been resolved in an efficient and speedy manner. Mandy is both professional and friendly, giving clear and easy to understand advice.

Peter is very knowledgeable about personal finance and he answers all questions that I present even if they are not related to my investments. Over time, my investments have increased in value. Peter and his team are constantly reviewing client portfolios and making adjustments in order to minimise risks.

Sophie provided seamless advice and she is very quick and efficient. Sophie is an amazing communicator and let me know what was happening at every moment. The great thing about Sophie and BPI is I never have to chase, it is actually quite the opposite, Sophie is so efficient that she is always reminding me or giving me a nudge on information that I need to complete.

I was fortunate to meet Peter on a number of occasions when he visited to discuss my Mother’s and Daughter’s portfolios. When I inherited my mother’s portfolio it meant for a smooth transition and he has been on hand to give me first class advice at anytime.