9 Pillars to

Financial Health

Your financial ecosystem.

represent the 9 key areas that contribute to making someone financially successful.

This is a Peer Wealth process

that analyses your current position in each of these areas and provides you with tailored advice and strategies to guide you towards financial freedom.

STREAMLINE YOUR FINANCIAL AND PERSONAL NEEDS

Below shows the 9 key elements of a financially healthy wheel.

Retirement
Planning
Wants Analysis
Debt Planning
Estate 
Planning
Tax
Planning

The ultimate guide to reach

Financial Freedom

Super
Planning
Business Planning
Personal Protection
Investment Planning

You may have heard the analogy that ‘when a wheel is perfectly round, it can deliver you to your destination in more comfort and at higher speed’.

It can also handle sudden changes in direction, unstable ground and bumps in the road.  

 

Managing each of these elements efficiently & effectively will ensure your finanical wheel is perfectly round and allow for optimal financial success as well as protect & give you more control & freedom over future events.

We offer a complementary 9 Pillars consultation. In this meeting we will analyse your current position in each of these 9 areas, identify key elements and outline what Peer Wealth would do for you.

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