Find your financial tune

The reward for a lifetime of work and planning should be the ability to fund your desired lifestyle from your accumulated capital without the need to continue working. When you achieve financial independence, you are empowered with the flexibility and choice to design your future – lifestyle on your terms.

We help you take control of your financial future by creating and implementing a plan to manage, grow and protect your wealth. Our process begins with understanding who you are and where you want to be in the future. Once we have clarity on your aspirations, we develop a plan that defines how much capital is required and how this will be accumulated.

This plan focuses on specific, defined and measureable outcomes for you. With this in place, we then regularly monitor your progress and make the necessary adjustments to ensure your goals are realised.

The Counterpoint Meaning

Originating as a musical term, counterpoint refers to the technique of combining two or more melodic lines in such a way that they establish a harmonic relationship while retaining their linear individuality or when two or more tunes that are played together to sound like one tune.

In a general sense, a counterpoint is something that produces a different effect from something else, especially in an interesting or attractive way.

Successful financial planning is all about making many different elements blend with each other to ensure the end result is achieving your goals. These main elements include:

  • making sure liabilities are kept under control while assets accumulate,
  • ensuring your expenses do not exceed your income for any extended period of time,
  • putting insurances in place to provide adequate protection for the events that may happen, and
  • balancing living your life against saving for the long term.

When advising you, our job is to balance these elements to make sure your financial tune sounds harmonious, as opposed to random notes played without consideration of the others.

Counterpoint – something that produces a different effect from something else, especially in an interesting or attractive way.
Defining and designing – we help you define what you want to achieve with your wealth and then design personal wealth strategies to achieve your desired outcomes.

About Us

We are a privately owned wealth advisory firm that specialises in working with clients to enhance and preserve their considerable personal wealth. Due to our extensive experience working in this area, we have developed an insight into appropriate and effective strategies that help clients meet their financial and lifestyle objectives.

In line with being a true professional services firm, our services are offered on a retainer fee basis via a transparent remuneration model. All service fees are discussed and finalised annually in advance. We do not earn commissions for investments or services recommended to clients.

Our sole focus is to ensure that our clients’ needs and objectives are met in the short, medium and long term. This is aligned to our professional obligations to maintain a duty of care and act in the best interests of our clients. Strategic and investment recommendations are formulated after careful analysis of a client’s full current situation, without any outside influence from product or service providers.

Peter and Counterpoint Private Wealth Pty Ltd are Authorised Representative of Paragem Pty Ltd (AFSL No. 297276).

Peter Keogh

Founder and Principal Adviser

Peter holds a Bachelor of Business with Honours, a Graduate Diploma of Applied Finance and Investment, and has met the rigorous requirements to achieve the Certified Financial Planner designation – the highest certification available to financial planners worldwide. With over 15 years’ experience specialising in assisting individuals and families grow and maintain substantial personal wealth, Peter has extensive experience in providing strategic planning advice and developing solutions to ensure his clients are positioned to achieve financial security.

Dana Caniglia

Client Service and Paraplanning

Dana holds a Diploma of Financial Services and an Advanced Diploma of Financial Planning. Dana’s many years working in both private and corporate financial services businesses have made her highly experienced in dealing with the full range of administration and technical issues clients face. In her role as Client Service Manager and Paraplanner, Dana assists clients from initial contact and planning through to implementation and ongoing management.

Lifestyle on your terms – having enough money to fund the lifestyle you desire for the rest of your life without having to work full time.

Clients

Because we are a small firm that maintains close relationships with our clients, we are able to offer unlimited access and a high level of personalised contact with all staff of the firm. As a trusted adviser to those who use our services, we are proactively involved in all aspects of our clients’ financial affairs.

Our services are advantageous for people who appreciate the value of professional advice and want guidance across their full financial situation. Our clients include professionals, medical specialists, business owners, self-funded retirees, corporate executives, senior government employees, and beneficiaries of inheritances.

Suite 1.2, Level 1, 308 Queen Street Brisbane Qld 4000
GPO Box 1517 Brisbane Qld 4001

map

From Queen St: enter via the NAB entrance, then take the stairs to the right behind the glass doors just before you enter the NAB branch. Suite 1.2 is at the top of stairs to the right.

From Creek St: lift access is via the entrance next to COPPA Restaurant. Take the lift to C1 then follow the directory board. Suite 1.2 is to the left.