THE 9 PILLARS TO FINANCIAL HEALTH

 

THE 9 

PILLARS

The 9 Pillars represent the 9 key areas that contribute to making one financially successful. 

Through our unique approach we analyse your current position in each of these 9 areas and provide you with the advice and strategies needed to optimise your wealth.

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

Imagine if you could quickly spot the gaps in your finances and put a few easy plans in place straight away that could; save you thousands of dollars, safeguard your family, grow your wealth, plan for your retirement, increase your revenue and much more.

That's what this process does.

If you are new to Peer Wealth,

A great way to take advantage of our unique platform is by engaging in our 9 Pillars To Financial Health process.

If you would like to book in a complimentary meeting or if you would like to find our more information please contact us.

The 9 Pillars To Financial Health Contact Form

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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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