Peter & Kym Vivian are similarly authorised to provide specific and general advice through each of the following services and are able to recommend a variety of client solutions from the product areas summarised below.

Our Services

  • Full Financial Planning including Portfolio Construction
  • Wealth Accumulation Investment Advice
  • Wealth Management Investment Advice
  • Superannuation
  • Self Managed Superannuation Funds/ DIY Funds
  • Pre & Post Retirement Planning including;
    - Transitions to Retirement strategies
    - Remuneration Packaging
  • UK Pension Transfers
  • Social Security planning/ Centrelink issues
  • Portfolio Reviews
  • Debt Management, Cash flow Analysis, Budgets
  • Personal & Business Life Insurance*
  • Estate Planning
  • Redundancy Advice
  • General Insurance* (Peter Vivian & Associates)

Product Types

  • Managed Funds
  • Tax Effective Investments
  • Cash Management Trusts
  • Personal Superannuation
  • Corporate Superannuation
  • Personal Protection, including:
    - Term Life Insurance* (Death cover)
    - Total & Permanent Disablement Benefits
    - Trauma (Recovery/ Crisis) Insurance*
    - Income Protection (Disability) Insurance*
    - Business Expenses cover
    - Group Insurances*
  • Business Life Insurance*, for concepts such as:
    - Key Person Insurance*
  • - Buy/ Sell Insurance*, e.g. Partnership or Shareholder Protection
    - Loan Debt Protection