Tax and Accounting
For Individuals & Families
Tax and Accounting
For Individuals & Families
Tax and Accounting
For Individuals & Families
Utilising the very latest cloud-based accounting software, we can respond to your accounting needs giving you peace of mind, knowing that everything is kept in good order.
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We manage each clients diverse needs, ensuring their tax benefits are maximised.
Our attention to ones complete financial position allows us to align our expertise with the needs and goals of our clients.
Utilising the very latest cloud-based accounting software, we can respond to your accounting needs giving you peace of mind, knowing that everything is kept in good order.
​
We manage each clients diverse needs, ensuring their tax benefits are maximised.
Our attention to ones complete financial position allows us to align our expertise with the needs and goals of our clients.
Home Loan
Home Loan
Tax and Accounting
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.
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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.
