I help full-time working Women achieve their Budgeting, Taxation and Investment goals in 3 simple steps.

Whether your goal is to buy a home or book a holiday (just to name a few), this 3 step process will help create your road map.

Peggy has over 14 years experience within the Financial Services industry and has held various roles from Compliance, Customer Service Manager, Executive Paraplanner and now Director and Owner at P Planning Ltd as a Financial Advisor.

The majority of Peggy’s experience has been with four of the largest organisations in Australia the Commonwealth Bank of Australia (CBA). Colonial First State (CFS), BT Financial Group (BT) and AMP Financial Planning. Peggy selectively chooses to work with AMP Financial Planning as her dealer group because it is the largest and longest standing Financial Planning license in Australia, first being formed in 1849.

In addition to having worked across several licensees Peggy has worked at different levels of complexity having completed plans for private banking, commerciaal banking and retail banking financial planning clients and more recently her chosen group of Full-Time Working Women around Australia.