Meet Peter Jordan

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Why is women’s financial education important to you?

Women are the cornerstone of most homes, and often the responsibility to manage the financial affairs of the home is left to her. It’s up to her to manage the limited resource that is the family income. She also often wears personal financial responsibility for her own financial security, in a world where her income may not be consistent or as high as it should be. And yet, her aspirations are just as important as the other members of the family and need to be attended to.

Describe what you do for clients. Why and when does someone engage you?

We give people the tools to build their futures, we give them a sense of accountability, that they aren’t doing it on their own. Anyone can engage the services of a financial planner, and the most successful are people who can see the value in enlisting someone to help them set things in motion. They need to accept the need for advice and they need to act on that advice.

We’re here to provide clarity, confidence, security and opportunity through our trusted and honest advice.

If you had to use five words to describe your most successful clients, what would they be?

Focused, honest, appreciative, flexible and driven.

What is the best financial words of wisdom you’ve been given and who were they from?

Rabbi Hyman Schachtel (1954) proposed that “happiness is not having what you want, but wanting what you have” – this has been requoted around the world over and over again.  I also like “By failing to prepare, you are preparing to fail” – Benjamin Franklin and “10% of all you earn is yours to keep” – George Samuel Clason (Richest Man in Babylon).

What can clients expect at their first meeting/consultation with you?

Both our client and we need to ascertain if we are suited to each other. We need to ensure that what the client is seeking is something we can help them attain. They need to be confident they can work with us. In our first meeting, we talk about our client’s “burning issues” and then move on to examining their aspirations. We can then develop a strategy to help them achieve their aspirations and deal with the “burning issues”.

How do women contact you to organise an initial catch up?

They can call us on (07) 4078 0900, email the office on, or connect with Peter Jordan on LinkedIn


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