Our History
Peter White Financial Planning was founded by Peter White, after a decorated career spanning 25 years in corporate financial services, working both in Australia and the UK. Noticing the scarcity of independent practices in Australia, Peter was driven to provide more Australians with unconflicted and unbiased advice.
Who we help
Our clients are normally professionals, business owners, or retirees. We look after a select number of clients to ensure high-quality service and availability whenever you need us. We have a genuine deep care for each client and the experience they receive.
We offer a range of options to obtain advice, including through a single engagement or recurring partnership. Based in Sydney, we serve Australians nationwide, including those located overseas.
Our services cover a wide range of financial topics. While many of our clients are approaching or enjoying retirement, we can provide expert advice for all stages of life.
Our History
Peter White Financial Planning was founded by Peter White, after a decorated career spanning 25 years in corporate financial services, working both in Australia and the UK. Noticing the scarcity of independent practices in Australia, Peter was driven to provide more Australians with unconflicted and unbiased advice.
Who we help
Our clients are normally professionals, business owners, or retirees. We look after a select number of clients to ensure high-quality service and availability whenever you need us. We have a genuine deep care for each client and the experience they receive.
We offer a range of options to obtain advice, including through a single engagement or recurring partnership. Based in Sydney, we serve Australians nationwide, including those located overseas.
Our services cover a wide range of financial topics. While many of our clients are approaching or enjoying retirement, we can provide expert advice for all stages of life.
Collaboration
We will work with other professionals, like your accountant and lawyer, to make sure we achieve the best outcome for you.
Collaboration
We will work with other professionals, like your accountant and lawyer, to make sure we achieve the best outcome for you.
Core Values
Our core values are distilled in the make-up of our business:
Core Values
Our core values are distilled in the make-up of our business:
What We Charge for
Our Services?
We are open and fair with our pricing. Our fees are tailored to the complexity of the advice and the time needed to complete the work. Before you decide to use any of our services, we'll make sure you understand all the costs involved, so there are no surprises.
What We Charge for Our Services?
We are open and fair with our pricing. Our fees are tailored to the complexity of the advice and the time needed to complete the work. Before you decide to use any of our services, we'll make sure you understand all the costs involved, so there are no surprises.
How Can We Reach You?
You can call us directly, send an email, or complete our online enquiry form.
Please refer to our Contact Us page for more details.