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

Contact Us

Important Information

Peer Wealth Pty Ltd is a Corporate Authorised Representative (Representative No, 001281977) ABN 24 115 294 463 of Futuro Financial Services Pty Ltd, Australian Financial Services Licensee (AFSL 238478)

Financial Services Guide

Privacy Policy

P: (02) 8014 7608

E: info@peerwealth.com.au

Postal Address:

PO Box 444

Manly NSW 2095

This website contains general advice only. You need to consider with your financial planner (or adviser), your objectives, financial situation and your particular needs prior to making an investment decision. Futuro Financial Services Pty Ltd and its authorised representatives (or credit representatives) do not accept liability for any errors or omissions of information supplied on this website.

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

Peer Wealth Manly:

Suite 202b, 39 East Esplanade

Manly NSW 2095

Peer Wealth Forster:

Shop 2, 12 Wallis Street

Forster NSW 2428

Office Address