Peer Wealth is a boutique financial services firm located in Manly, Sydney. We have built a reputation for integrity, professionalism, and long‑term client relationships, with many clients working with us across different life stages and generations.

We operate as an integrated financial services firm, bringing together accounting, wealth management, and mortgage broking, supported by a trusted network of external specialists. This enables a coordinated and practical approach to delivering tailored financial solutions aligned to our clients’ needs.

Tax and Accounting

We support individuals with complex income and investment structures, as well as businesses with their tax and accounting needs.

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, ensuring people feel comfortable 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 as a team and the essential part it plays in delivering our service.

Balance

We believe in a balanced approach to life recognising that spiritual, social, physical, and family aspects are just as important as financial and intellectual well-being.

Proudly supporting

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Ben Atkinson

Director and Chartered Accountant