Step 1 - Initial consultation

Tell us about your long-term goals and we will show you how they can be reached sooner.

Step 2 - Follow-up consultation

We return with your concept plan; a proposal of how our suggestions can positively affect your future and examples of products that can help you achieve these results.

Step 3  - All lights are green

Once you're ready to proceed, we have all the services under one roof:

  • Finance Broker to organise loans
  • Financial Planner to organise insurances
  • Property Manager to get you a tenant and manage your property

For a detailed look at our process, download our workflow chart

PEB Group offers a complete armchair experience. Not only do we help plan and implement investments and finances; PEB Real Estate can manage or sell property and PEB Financial Planning offers ongoing financial planning advice including insurance broking and estate planning.

For more information, give us a call on 1300 187 894.