Who is Peter Ziggy?
Peter ZiggyPeter ‘Ziggy’ is one of Australia’s most personable holistic financial planners. Where most financial planners are limited to giving advice on either shares or superannuation, Ziggy is one of only a handful of Australian financial planners licensed to advise on all financial planning aspects – from property, to shares, and Self Managed Super Funds.
I absolutely love what I do because I get to hear about people’s life stories, their future dreams and aspirations. Part of people’s life stories tend to include the difficult times as well, the bad experiences (with financial planners!) and what their fears are.
So it’s a joy (and a challenge) to help people through all this and to find out a few things about them:
1/ Their greatest financial concerns
2/ Their concerns and fears generally
3/ What they REALLY want to do in life, particularly if money was no objective
We have exciting discussions about their lives and ultimately, together, we lay down what their goals and objectives are and put together a plan so they can achieve them all (within reason!)
And so am I in the best industry in the world? You bet I am!
Are people sceptical about financial planners? You bet they are!
My goal is for clients to love the experience, feel like they have control again and go out and chase their dreams for a full life….coz that’s what I’m doing!