Quite often a client's perception of retirement is very different to the reality of how investments behave over an extended period, such as retirement. At Peer Wealth, we have an abundance of experience and are constantly looking at protecting the downside of our client's portfolios by having a diverse portfolio allowing us to reduce risk in volatile markets and focus on maximising returns.

The client is always at the centre of our advice. Being an all advice business means we are not aligned with any products. 

If you are in your 60's and don't have a plan, give us a call and start the conversation today. We can discuss your ideas, run them through a 'stress test' and show you how we can improve your position.

Proactive approach to retirement planning

Are you on track to meet your lifestyle expectations in retirement?

Why choose Peer Wealth

We make it easy for you.

It all starts with a conversation and we're flexible about where and when. We'll look at your current position and demonstrate how we can put you in a better position. We will create a plan that tailors the right solution to meet your goals and objectives, we put your interests ahead of our own. We take care of the paperwork, manage the application process and oversea the plan throughout it's entirety.

We're fast.

We can get things moving quickly. We have a wealth of in-house knowledge, experience and services to create solutions and execute as fast as possible.

We act as your advocate.

We are an all advice business and not aligned with any products. There is an extensive product list available to us giving us the flexibility to tailor products that suits your needs, not tailor your needs to suit a product.

We're in it for the long haul.

We are a people business. We are professional, friendly and most of all passionate about helping individuals, families and business's achieve their goals. We worry about the client's money, so they dont have to. If you are looking for advice on creating a financial plan and ensure you achieve your goals, then contact us today to start a converstation.

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Important Information

Peer Wealth Pty Ltd is a Corporate Authorised Representative (Representative No, 001281977) ABN 24 115 294 463 of Futuro Financial Services Pty Ltd, Australian Financial Services Licensee (AFSL 238478)

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P: (02) 8014 7608

E: info@peerwealth.com.au

Postal Address:

PO Box 444

Manly NSW 2095

This website contains general advice only. You need to consider with your financial planner (or adviser), your objectives, financial situation and your particular needs prior to making an investment decision. Futuro Financial Services Pty Ltd and its authorised representatives (or credit representatives) do not accept liability for any errors or omissions of information supplied on this website.

Liability limited by a scheme approved under Professional Standards Legislation.* *Other than for the acts or omissions of financial services licensees

Peer Wealth Manly:

Suite 202b, 39 East Esplanade

Manly NSW 2095

Peer Wealth Forster:

Shop 2, 12 Wallis Street

Forster NSW 2428

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