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. We are proud to provide a wealth of support.
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 company's values reflect the core values of a family;
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.