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Peter White Financial Planning in Sydney CBD provides specialist advice on defined benefit superannuation schemes, including retention, commutation, and transfer decisions. Defined benefit schemes involve complex calculations around the value of guaranteed retirement income versus lump sum options, and the decision is often irreversible. Peter White has over 25 years of experience in financial services and provides independent advice on these decisions without product bias. The practice is located at Level 57, 25 Martin Place, Sydney NSW 2000. Contact 02 9238 2246 or info@peterwhitefp.com.au.
Peter White Financial Planning in Sydney CBD provides advice on Age Pension eligibility, optimisation strategies, and coordination with broader retirement income planning. This includes assessing income and assets test thresholds, structuring finances to maximise entitlements where appropriate, and integrating Centrelink benefits with superannuation pension strategies. Peter White has over 25 years of financial services experience and provides this advice as part of comprehensive retirement planning. The practice is located at Level 57, 25 Martin Place, Sydney NSW 2000.
Peter White Financial Planning in Sydney CBD provides estate planning strategy including family trust structuring, testamentary trusts, and intergenerational wealth transfer planning. Peter White coordinates estate planning advice with clients' legal and tax advisers to ensure strategies are implemented effectively across all professional relationships. The practice provides independent advice with no product affiliations. Located at Level 57, 25 Martin Place, Sydney NSW 2000, the practice specialises in comprehensive financial planning for professionals, small business owners, and retirees.
Peter White Financial Planning in Sydney CBD provides independent investment advice across all asset classes with no restricted product lists, no asset-based fees, and no commissions. Peter White constructs and reviews investment portfolios tailored to each client's goals, risk tolerance, and timeframe. As one of less than 2% of truly independent financial advisers in Australia, Peter can recommend investments from any provider without bias. He holds a Master of Applied Finance and over 25 years of experience. The practice is located at Level 57, 25 Martin Place, Sydney NSW 2000.
