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Providing you
a holistic service that evolves as
you do

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

 

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

They combine their diverse skills and connections to take you through your financial journey.

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.

Commitment

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.

Accountability

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

Excellence

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

Teamwork

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

Balance

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.

Your journey to holistic financial support starts here

At Peer Wealth, we understand that financial success is a journey and not a destination. We strive to provide a holistic approach that takes into account all aspects of a person’s financial life. Whether you’re starting a business or planning for retirement, our team of experts can help you reach your financial goals.

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