My Financial Life Planning

Protecting Your Financial Future

"We are made wise not by the recollection of our past, but by the responsibility for our future." George Bernard Shaw

Financial Planning For Your Whole Life

Imalia and Thirdview have partnered to offer you Financial Planning for the whole of your life. Both organisations understand that women often lag behind in planning for their financial security and are committed to transforming that situation for all women.

The alliance between Imalia and Thirdview was borne from the alignment of values and a joint commitment to empowering and enabling women to be financially literate, financially secure and plan for the whole of life.

Thirdview Financial Planning Pty Ltd, was created in 2009, by Peter Foley to serve his clients in a different and more customised way to the industry norm, with a focus on meeting the financial planning needs of women.

Peter Foley, Director, Thirdview

Peter Foley is a Certified Financial Planner with more than 20 years in the financial services industry gaining his experience with Zurich and ING. Peter’s approach is clearly values driven, believing that our values drive our lifestyle desires, and financial management is most effective when aligned with those personal values to achieve outcomes. He couples the values approach with sound financial planning principles and technical knowledge, delivered with compassion and insight. 

His tenacity and commitment have paid off with Thirdview FP featured in the BRW Fast Starters List in 2013 and receiving the FSP Adviser of the Year 2012 and FSP National Practice of the Year in 2016 with continuing strong growth coming into this year.

Pete is committed to health and fitness alongside his continuing professional development and lives in Sydney with his wife and two boys. 

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