Peak Wealth Management
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5 Star Google Reviews!
We are an Australian Award Winning, Sydney based Financial Advisers that work intimately with you to make informed financial decisions in a tried, tested and organised manner for the long term.
We will help remove the stress that comes with financial planning.
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1 customer review
Anastasia
Thanks to the team at Peak, I’m confident with my cash flow from my business and have now started to regularly invest outside of my business. I love knowing what I’m on track for and what options I have available, especially the Tax Planning sessions. Thank you to Kristian, Andrew and the team at PeakWM! More...
What do you love most about your job?
I get to work closely with great people who aspire to better themselves and their families.
That in itself motivates me to do my best as I guide people to achieve their goals in a time-frame they didn't believe was possible.
What inspired you to start your own business?
To understand this inspiration I will need to give you some back story about myself, so here it goes...
Growing up on a farm on the outskirts of Sydney has taught me a lot.
Like the importance of family and how the relationships we build in life will influence who we are as people.
Having a close relationship with my parents is really important to me. My parents are also first generation Europeans and in my earlier years (probably even to this day) they have taught me the importance of hard work and always tried to instil good morals and values in me
These values have allowed me to succeed in many aspects of life and also assisted in maintaining and creating relationships. I strongly believe that developing strong relationships is at the forefront of every successful client experience, and one of the best ways is "always doing what I have promised to do!"
From the beginning, education was seen as an important asset. Throughout my schooling and university life I strived to do be my best and to be the best person I could be.
Starting my own business was my next personal goal and my vision of success. Tying together many relationships, old and new to work with people to put an effective plan in place to achieve theirs at the same time.
Why should our clients choose you?
I operate by having an clear and open 2-way relationship with my clients. I would argue that there would not be many advisers in the country that educate clients as much as I do ... this ensures we understand each other and the process.
For this reason, I can provide excellent service that is tailored to my clients, and to achieve maximum results in a faster time-frame than believed possible.
I believe that educating my clients and myself is essential.
The more knowledge and wisdom I can provide my clients, the better informed decisions they can make and the better advocates they can be for my services.
Financial Planning
As industry leading Sydney based Financial Advisers and Wealth Management specialists, we will provide you with professional and personalised financial advice that will help you reach goals that are important to you.
The outcome? Clearly knowing what you are on track for financially and understanding the pro’s and con’s of decisions you make for you and your family.
Investments
Building Investments in various Asset Classes - asset protection, asset intent, investment time-frame, asset tax status are just some of the key things we consider with each situation.
Superannuation Review & Advice
Understand if your superannuation fund is aligned to your goals and investment strategy. If not, we can put you through our tried and tested process to help you have it set up in the most effective way for your situation ... that way you know your superannuation has a purpose and isn't left to chance.
Retirement Planning
This is quite self explanatory, however extremely important to get right well before you are retired. What you do over your working life will dictate how well you live in your retirement ... the reality is we all need three key things 1. A roof over our head, 2. Food to eat and 3. Money to live on.
Estate Planning
Ensuring the RIGHT things go to the RIGHT people at the RIGHT time, without tipping the tax man any extra along the way. This can be done via Wills, Enduring Guardian, Power of Attorney, Testamentary Trust, Wealth Transfer, Succession Planning, Legacy.
Cash Management / Budgeting
Tracked, refined and visual cash management strategy that will automate your savings.
Gearing Strategies
Putting an investment plan in place with the use of debt. We will spend a lot of time with you to ensure you understand the risks and benefits of using any kind of debt.
Social Security
Understanding and considering the impacts of government/social security when it comes to your overall financial planning.
Wealth Creation
Considering your entire financial situation and working with you to expand your wealth and protect it along the way. Wealth creation can come in many forms, typically we reference 'putting in a dollar one day, and having more in the future.'
Personal Insurance - Life, Total & Permanent Disability, Income Protection, Trauma, Business Insurance
Personal Insurance designed to protect you in a variety of scenarios eg Income Protection for when sick/injured and can't work for extended time.
Debt Management
Ties in closely with a cash management plan to have a structure plan to manage and reduce your debt.
