Investments, Insurance and Estate Planning – The in’s and outs with Superannuation
During this presentation, Peter Cheadle, Principle of Financial Advice with Crowe Howarth, will cover the following key topics:
- Appropriate Investments within your SMSF including Borrowing
- Tax and Super
- Personal Insurance structure – Within Super
- Estate planning consequences in relation to SMSF
About Peter Cheadle
I help smart people avoid making not-so-smart decisions. It’s about trying to uncomplicate their financial affairs and provide solutions to complex situations. I help to ease the burden.
Peter has several years’ experience in the financial services industry, which he draws upon in his role as Principal at Crowe Horwath, providing financial and wealth management solutions to a wide variety of clients.
Peter’s ability to put himself in his clients’ shoes is one of his key strengths. He builds lasting relationships with clients by providing highly relevant advice and adding value to their situations.
Clients and expertise
Peter specialises in retirement planning, wealth management, self-managed super funds and personal insurance. He also advises on tax planning, corporate superannuation, buying and selling shares, margin lending and estate planning.
His clients come from all walks of life – accumulators to retirees, CEOs of multinational corporations to high net worth individuals and families – and from a range of industries, including medical, legal, technology and property.
My aim is to integrate my clients into the advisory process, to empower and educate them. My adaptability and commitment ensure my clients’ wealth will be well managed both now and in the future.
“I feel most satisfied when a strategy that was implemented for a client achieves its goals and objectives,” he says. “I provide clients with a proactive, comprehensive financial strategy that always put their interests first.”