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Find Independent Financial Advisors fast with Bark. Whether you need estate planning services, investment advice or help with pensions or mortgages Bark will find the right Pro for you. Fill in your details, then sit back and wait to hear from the professionals. Bark is fast and free.
  • Financial Planning Services
  • Retirement Planning
  • Investment Advice
Peak Wealth Management profile image
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Peak Wealth Management

We are 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. Let us be your guide and help take control of your finances to reach your peak wealth. 'NO OBLIGATION FIRST CONSULTATION' 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. - Tracked, refined, & visual cash management strategy. - Minimising your tax bills by structuring your assets in the most efficient way - 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. - Building Investments in various Asset Classes - asset protection, asset intent, asset tax status are key things we consider The combination of our extensive experience helping people at different life stages coupled with strong relationships with other professionals will provide you with a holistic, comprehensive and thorough financial plan to accelerate your personal version of financial success. Ask us for our latest book - we'll send you a copy.

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Hear from
a professional

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.

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Reviews

4.94/5.00

based on 32 reviews

The average rating for Bark Financial Advisors is 4.94, based on 32 reviews.

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