Driving into a new stage of life.

Driving into a new stage of life.

For those who haven’t been to our office and seen the wall, each month we will be introducing you to our latest inductees. This month we present husband and wife team Peter and Jacki who have recently achieved their 20-year long dream.

This month we induct two very hardworking clients to the ‘OnTrack for Life Wall,’ husband and wife duo Peter and Jacki. They first became clients of PrimeAdvisory (utilising both the Accounting and Wealth divisions) over ten years ago on the recommendation from a friend. In moving back to Australia after over 25 years as ex-patriots Peter and Jacki were after someone to correctly structure and manage their finances.

When starting as clients of PrimeAdvisory, Peter was working offshore as a power station engineer advancing through many roles in his career. Jacki played a very influential part in the assistance of many charities, namely the AUS NZ Women’s Association and the community centre for ex-pats in Jakarta.

Since then, they have achieved several goals in their time working with Financial Advisors Ben Norval and Guy Wall, a major focus has been maximising their superannuation which is often missed by being offshore.  Also, a 20-year long dream for Jacki was to buy a Jaguar. In being ex-pats for over 30 years, both Peter and Jacki have required drivers, after being requested not to drive and have not had a car of their own. Their dream was always to purchase and drive nice cars upon their repatriation to Australia. Peter was also able to treat himself to a more beautiful car than he expected he could achieve financially in his latest purchase of an Aston Martin.

Attributed to much hard work and sacrifice, both Peter and Jacki now define success as being comfortable and established to afford luxuries without worrying and being able to assist their family. They have been able to look after their parents and financially assisted their eight nephews and nieces, some already securing property.

Peter and Jacki are very humble and gentle people who have contributed a lot to society, and we are honoured to induct them into the ‘OnTrack for Life Wall’ this month.

If this story inspired you or you have one similar you would like to share, please get in touch on 02 9415 1511 or email reception@primeadvisory.com.au.

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