THE 9 PILLARS
TO FINANCIAL SUCCESS
The 9 Pillars represent the 9 key areas that contribute to making one financially successful. The process analyses your current position in each of these 9 areas and provides you with tailored advice and strategies to guide you towards financial success.
The Atkinson family created Peer Wealth with an ultimate vision of establishing a financial ecosystem that supports client’s financial and personal needs under one roof.
In constructing this vision, they analysed the key attributes that contribute to making one financially successful and designed a 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.