About Peer Wealth
Peer Wealth is a team of professionals with a vast array of skills, knowledge and experience. We come together to manage clients financial and personal needs in a holistic and meaningful experience. Peer Wealth's in house services include Tax & Accounting, Mortgage Broking, Wealth Management, Business Advisory, Self Managed Super Funds, Insurance and Auditing.
Values that makes the difference
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's team embraces a client focused approach and values personal relationships. As a team, we aim to work together to deliver an outcome for our clients that goes the extra mile.
We have two offices. Our main office is located in Manly along Sydney's Northern Beaches and our sister office is located in Forster along the Mid North Coast of NSW.
We pride ourselves on
delivering a great result for our clients, to a degree above and
beyond the norm.
We want to make it easy and inspiring for people to grow and make important decisions. Our team does the grunt work behind closed doors.
We want to understand our clients story and goals, so that we can help achieve and celebrate them.
We strive to constantly challenge ourselves and progress, to ensure our support evolves as our clients do, so that our clients stay clients for life.
We are committed to:
Retain the highest level of professional and protected care when handling and preserving your information.
Combine our expertise, experience and the energy of our staff, to ensure we deliver a service that meets or exceeds your needs and expectations in a timely matter without sacrificing quality.
Build personal relationships that are centered around family core values, to allow for mutual trust, honesty and respect. We value and believe in workplace practices that make our day-to-day activities purposeful.
Continuously professionally educate ourselves to improve our technical expertise & knowledge, to ensure we remain innovative, proactive & industry leading experts.