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a holistic service that evolves as
you do

Peer Wealth is a financial ecosystem that provides holistic support to one’s financial journey.


A financial ecosystem is a network where individuals, families and professionals, work together to increase & protect wealth.


Our in-house professionals include accountants, financial advisers, mortgage brokers, business consultants and SMSF specialists.

Values that embrace 
meaningful partnerships

Peer Wealth is a family-owned business. This is important for you to know, because the values the Atkinson's carry as a family largely influence Peer Wealth's culture.


Peer Wealth operates within their 5 Points of Culture established by the Atkinson family which values meaningful partnerships.


We believe in being committed to the Mission, Values, Rules and Success of Peer Wealth, its current and future team, and its clients at all times.


We believe in being responsible for our actions and outcomes so that people can feel comfortable in always dealing with us.


We believe in delivering exceptional quality that adds value to all involved for the long term. Good enough isn’t.


We believe in the quality and efficiency benefits of working in a team and the essential part it plays in delivering our service.


We believe in a balanced approach to life remembering that spiritual, social, physical and family aspects are just as important as your financial and intellectual.

Experience the benefits of our financial ecosystem

Our in-house professionals combine their diverse skills and connections to provide our clients with support that evolves.


Peer Wealth’s external network is an integral part of our unique platform, allowing our in-house professionals to provide solutions, create opportunities, and connect people & businesses. 

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