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Boris Pedisic

CFP® | BSc(Ma)

A bit about me professionally…

I’ve been working in the Finance Industry for approximately 30 years and as a Financial Adviser for over 20 years.

I enjoy discussing the vagaries of investment markets with clients. I aim to make complex financial issues, like Superannuation and Centrelink (the Aged Pension) simple. My goal is to have happy, educated clients, who see the value in our ongoing relationship.

I take pleasure in helping clients plan the lifestyle they would like to create in their retirement and then guiding them on the journey. I particularly enjoy hearing stories of their travels, the special moments they share with family and friends, knowing that I’ve played a part in helping them achieve their “retirement dreams.”


A bit about me personally…

My time outside the office is spent with my wife and our 2 children – watching their sporting and music endeavours. We live near the beach and enjoy all that it has to offer.

I like to keep fit – beach walks/runs and going to the gym.

I recently bought myself a drum kit. I’m slowly teaching myself to play. I get together with a few friends, as we live out our “rock star” dreams.

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Jodie Boydon

Jodie Boydon

Client Services Manager

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Latest insights

20 June 2022

How do I plan for a redundancy?

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Lots of people will lose their job at one point in their lives. Regardless of whether a redundancy comes as a complete shock or with sufficient warning, it is often a very confronting and emotional process. It can be difficult to think about a potential redundancy and to plan for the unexpected, but there are some steps you should take while you are in secure employment to be as best prepared as possible.
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26 May 2022

Financial Planner or Accountant – who do you see?

Brenton Miegel
A financial planner can provide advice on a whole range of financial matters you could be dealing with at different life stages. They can help you manage your debts, plan for retirement, save for your kids’ education and invest in assets, including property. Whether you’re buying your first home, starting a family, changing careers or planning for life after your kids leave the nest, financial planning can offer you all sorts of benefits..
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19 May 2022

Alternatives?

Michelle Sanchez
At a time when both share and fixed interest volatility is heightened, it’s important to point out the importance of looking at the long term returns and riding out any short-term hiccups. It’s also worth noting that interest rates on cash are still very low, so while it’s a safer option compared to shares, it’s not necessarily a profitable one given the current inflationary environment. That’s where alternatives come in and why we often include them in our portfolios.
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