Tax and Accounting
For Individuals & Families
Tax and Accounting
For Individuals & Families
Tax and Accounting
For Individuals & Families
Utilising the very latest cloud-based accounting software, we can respond to your accounting needs giving you peace of mind, knowing that everything is kept in good order.
We manage each clients diverse needs, ensuring their tax benefits are maximised.
Our attention to ones complete financial position allows us to align our expertise with the needs and goals of our clients.
Utilising the very latest cloud-based accounting software, we can respond to your accounting needs giving you peace of mind, knowing that everything is kept in good order.
We manage each clients diverse needs, ensuring their tax benefits are maximised.
Our attention to ones complete financial position allows us to align our expertise with the needs and goals of our clients.
Home Loan
Home Loan
Tax and Accounting
Peer Wealth is a financial ecosystem that provides holistic support to one’s financial journey.
A financial ecosystem is a network where individuals, families and professionals, work together to increase & protect wealth.
Peer Wealth's in-house professionals include accountants, financial advisers, mortgage brokers, business specialists, SMSF specialists and auditors. They combine their diverse skills and connections to embrace a client-focused approach.
Peer Wealth’s external network is an integral part of its unique platform, completing its financial ecosystem. Peer Wealth’s external network allows its in-house professionals to provide solutions, create opportunities, and connect people & businesses.
Peer Wealth operates within their 5 Points of Culture established by the Atkinson family which values meaningful partnerships.
Values that embrace
meaningful partnerships
Peer Wealth is a family-owned business. This is important for you to know, because the values the Atkinson's carry as a family largely influence Peer Wealth's culture.
Peer Wealth operates within their 5 Points of Culture established by the Atkinson family which values meaningful partnerships.
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 so that people can feel comfortable in 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 in a team and the essential part it plays in delivering our service.
Balance
We believe in a balanced approach to life remembering that spiritual, social, physical and family aspects are just as important as your financial and intellectual.
