Peer Wealth's platform is based on the key attributes that contribute to making on financially successful.

At Peer Wealth you can access industry leading experts that are striving to ensure your entire financial portfolio is tailored to your needs & life goals.

OUR

PLATFORM

Peer Wealth is a platform that allows you manage all of your financial & personal needs under one roof. We are your financial ecosystem; one roof, several specialists.

THE 9 PILLARS

TO FINANCIAL SUCCESS

The 9 Pillars represent the 9 key areas that contribute to making one financially successful. The process analyses your current position in each of these 9 areas and provides you with tailored advice and strategies to guide you towards financial success.

Peer Wealth is equiped with industry leading experts who have a core connection to the Atkinson family values ensuring our everyday actions are meaningful.

OUR DNA

The Atkinson family created Peer Wealth with an ultimate vision of establishing a financial ecosystem that supports client’s financial and personal needs under one roof.

In constructing this vision, they analysed the key attributes that contribute to making one financially successful and designed a platform that allows clients to manage these key factors in an integrated approach allowing for optimal success.

 

This gradually formed what are now Peer Wealth’s 7 arms; Tax & Accounting, Mortgage Broking, Wealth Management, SMSF, Insurance, Business Consulting, Auditing.

OUR VALUES

Our company's values reflect the core values of a family;

TRUST.

HONESTY.

RESPECT.

SUPPORTIVE.

 

RELIABLE.

PERSONAL.

PASSIONATE.

ACCOUNTABLE.

SECURITY.

GOALS

 

Quality - To combine our expertise, experience and the energy of our staff, to ensure we deliver a service that meets or exceeds the needs and expectations of our clients in a timely matter without sacrificing quality.

 

 

Personal - To build personal relationships that are centred around family core values, to allow for mutual trust, honesty and respect with our clients. We value and believe in workplace practices that make our day-to-day activities meaningful and purposeful.

 

 

Industry Specialists - To continuously professionally educate ourselves to improve our technical expertise & knowledge, to ensure we remain innovative, proactive & industry leading experts.

 

 

Trustworthy - to retain the highest level of professional and protected care when handling and preserving client’s information.

2017 SNB Business of The Year

2017 

Professional Services Award

Tel. (02) 8014 7608

Email. info@peerwealth.com.au

Mon - Friday 8:30am-5:30pm

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Manly Office

202b / 39 East Esplanade Manly NSW 2095

Forster Office

12 Wallis St Forster NSW 2428

 

Mon-Friday 8:30 - 5:30pm

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