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.

OPPORTUNITY

The Atkinson family invite you to take advantage of all Peer Wealth has to offer you and your family. This platform we have designed, allows you to manage all of your financial opportunities under one roof.

THE 9 PILLARS

The 9 Pillars represent the 9 key areas that contribute to making one financially successful. Through our unique approach we will analyse your current position and provide you with the advice and strategies needed to optimise these areas.

The choice to join Peer Wealth comes with many benefits, from access to limitless financial opportunity to being emerged in the Atkinson families core values. We are confident that you will receive the highest quality service.

OUR DNA

The Atkinson family created Peer Wealth based on their vision to establish a financial ecosystem that manages client’s financial and personal needs in a meaningful experience .

When constructing this vision, they analysed the key attributes that contribute to making one financially successful and designed this 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

  • Secure

  • Personal

  • Reliable

  • Supportive

  • Accountable

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 centered 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

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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)

Financial Services Guide

Privacy Policy

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

Office Address