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  • Peer Wealth

2022 Northern Beaches Local Business Awards

We are incredibly honoured to have won the 2022 Northern Beaches Professional Services award last night.


Firstly, I’d like to thank our clients. Without them and their commitment to their finances, we wouldn’t get to do what we do. We are very lucky to be surrounded by some of the best people to work with.


Most importantly, I’d like to congratulate the team on this achievement. It is my job to enter Peer Wealth in awards, and these guys make my job easy. Peer Wealth is nothing but the people inside it. It is a big team effort to deliver the service we strive for. Each person in our team genuinely cares for our clients and helping put them in a better position. They absolutely deserve this award.


One of the presenters said something last night that really resonated with me… “Small businesses are the moral compass of the economy”. I know for us, we aren’t striving to be the biggest accounting/financial services firm in Sydney, but we are striving to be a better choice. We want to remain a boutique business so that our service can remain unmatched. We want to be our client’s trusted partner for life, rather than having clients that are just another number in the system.


It was a wonderful awards night. Sitting in a room filled with local businesses was the highlight. Everyone in the room I am sure deserved a trophy, but it wasn’t about that, it was about coming together as a community and celebrating everyone’s success.


Regards,

Elle Atkinson Practice Manager


The History of Peer Wealth


This year, 1st July 2022, Peer Wealth has been open and operating by the Atkinson family for 12 years.


Peer Wealth was originally a one-man vessel, started by Father Doug Atkinson in Forster NSW. His drive was to genuinely help his network (family, friends, local businesses) take control of their financial decisions. Doug had/has all three licenses – Chartered Accountant, Mortgage Broker & Financial Adviser. In the following 6 years, Doug’s three sons Ben, Tom and Michael Atkinson joined Peer Wealth as Partners and opened an office in Manly, Sydney.


“As a family, we wanted to use our connection and expertise to create a platform that is meaningful, makes a difference in people’s lives and ultimately helps individuals, families and businesses achieve their personal and financial goals. It was and still is about getting to know our client’s life stories and goals and allowing them the opportunity to achieve them.”


Mother Cath & daughter Elle also work in the company – it’s a real family affair. But the business now goes beyond the Atkinson family. We have a talented and compassionate team of employees providing the “Peer Wealth” service.


Peer Wealth is a successfully growing business, with our Manly office as the primary location.


Our Service


A financial ecosystem that manages clients for life.


A financial ecosystem is a network where individuals, families and professionals, work together to increase & protect wealth.


Clients for life means Peer Wealth aims to continually evolve and provide exceptional value & support to their clients as they move through life.


Peer Wealth's team comprises of accountants, financial advisers, mortgage brokers, business specialists, SMSF specialists and auditors. We come together to manage clients financial and personal needs in a holistic and meaningful experience. Peer Wealth's in-house services include Tax & Accounting, Mortgage Broking, Wealth Management, Business Advisory, Self Managed Super Funds, Insurance and Auditing.




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