How healthy is your business?

Find out now

A Financial Health Check identifies and reviews potential issues in your business, it also ensures your business is operating in line with your personal and business goals in the most effective and money saving way.

An hour meeting with one of Peer Wealth's partners could set you and your business up in the right direction, giving you things to think about and work on to allow for a successful year.

Why are we offering a complementary meeting? Small businesses are the essence of our business. We love working with them. Business owners are usually too busy working in their business as opposed to working on their business. Our client's appreciate setting aside a dedicated time to go through our Financial Health Check.

" Practice does not make perfect,

but perfect practice makes for perfect performance. "

Who is Peer Wealth?

Peer Wealth is a complete Wealth Management and Accounting firm located in Manly. We were named Sydney Northern Beaches 2017 Business of the Year.

Peer Wealth was created with a vision of allowing individuals and business to access all aspects that contribute to ones financial success under one roof in an integrated approach. Clients can choose service/s ranging from tax and accounting to mortgage broking, financial advice, business consulting, self manage super fund setup and maintenance, retirement planning and insurance.

Reach us on - (02) 8014 7608 | info@peerwealth.com.au

 or

 

2017 SNB Business of The Year

2017 

Professional Services Award

Tel. (02) 8014 7608

Email. info@peerwealth.com.au

Mon - Friday 8:30am-5:30pm

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Manly Office

202b / 39 East Esplanade Manly NSW 2095

Forster Office

12 Wallis St Forster NSW 2428

 

Mon-Friday 8:30 - 5:30pm

Liability limited by a scheme approved under Professional Standards Legislation.* *Other than for the acts or omissions of financial services licensees