Wealth Management

Wealth Management

We offer our expertise in the following areas:

  • Wealth Creation Strategies

  • Superannuation Advisory Service

  • Retirement Strategies

  • Redundancy Planning

  • Self Managed Super Fund (SMSF) 

  • Debt Management

  • Risk Management Analysis 

  • Insurance Policy Analysis

  • Portfolio Modelling / Analysis

  • Children Education Plan

  • Budget Planning

  • Tax minimisation Strategies

  • Business Insurance

  • Family Estate Plan

  • Investment & Financial Check-up

Peer Wealth's Financial Advisor, Doug Atkinson was nominated as NSW representative for the 2017 Futuro Australian True Advisor Award. Futuro Financial Services organised a videographer to capture a three minute video of Doug's work with one of his clients.

 

Book a meeting today

Leave your details and one of our financial planners will get in contact with you.

Doug Atkinson

Financial Planner

Forster and Manly Office

Daniel Brown

Financial Planner

Manly Office

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)

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

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