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 and holistic experience.

When constructing this vision, they analysed the key attributes that contribute to making one financially successful and designed this platform that integrates these services.

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

 

In addition to this, Peer Wealth has carefully crafted an external network to allow us to be our clients ultimate point of contact for all financial needs. Our blooming network creates opportunities for our clients and allows us provide a unique service.

OUR VALUES

Peer Wealth embraces the Atkinson family's values;

  • Trust

  • Honesty

  • Respect

  • Secure

  • Personal

  • Accountable

  • Supportive

OUR COMMITMENTS

 

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

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.

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)

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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.

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