We analysed the 9 key areas that contribute to making someone financially successful, and made a process that manages them.

Below shows the 9 key elements of a financially healthy wheel.

Retirement
Planning
Estate
Planning
Tax
Planning
Super
Planning
Wants Analysis
Debt Planning
Personal Protection
Investment Planning
Business Planning

The

Advantages

The 9 Pillars will centralise all of your financial needs ensuring that as you evolve through life, so does your financial support.

100%

Tailored to your needs.

The

Process

The 9 Pillars To Financial Health ensures that as clients evolve through life, so does their financial support. Our unique approach will analyse your current position in each of these 9 areas, identify which are currently most critical to you, and then provide you with the advice, strategies, tools &/or contacts to help you take control and strengthen your overall wealth.

You may have heard the analogy that ‘when a wheel is perfectly round, it can deliver you to your destination in more comfort and at higher speed’.

It can also handle sudden changes in direction, unstable ground and bumps in the road.  

 

Managing each of these elements efficiently & effectively will ensure your financial wheel is perfectly round, protecting you and giving you more control over future events.

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2017 SNB Business of The Year

2017 

Professional Services Award

Contact Information:

(02) 8014 7608

info@peerwealth.com.au

PO Box 444 Manly NSW 2095

Office Locations:
 

Peer Wealth Manly

Suite 202b, 39 East Esplanade

Manly NSW 2095

Peer Wealth Forster

Shop 2, 12 Wallis Street

Forster NSW 2428

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)

Financial Services Guide

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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.