Client First principle
At Wealth Peak, we recognise that everyone is different and have different financial needs. We offer a range of services tailored to each of our clients to assist in reaching their financial goals.
“My Wife and I have been using Andrew and the wealth peak team for a number of years now and trusting our SMSF advice highly successfully over that period. Andrew is very prompt in his communication and is a super safe pair of hands, we cannot recommend him more highly”.Dave and VickyGlebe, NSW
“I experience being totally held and safe. The communication is open, regular and clear and I believe that this company has my back”.ElanaBondi Beach, NSW
“We have been working with Andrew and the team at Wealth Peak for more than six years. During that time we developed a clear financial plan and we're very happy with the direction it's taking. The level of service that Andrew and his team provide is exceptional. Andrew has also exceeded expectations by offering some foundational advice to our daughters, who are just starting their investment journey - which is much appreciated. We look forward to continuing our relationship with Wealth Peak as we transition to a pre-retirement stage of life.”Stuart and CarolynKillara, NSW
"For almost four years, Wealth Peak has supported me to manage and grow my personal finances. Within this time, I've been able to buy my first property, expand my share portfolio, and make my money work for me. This would not have been possible for me without the advice, strategy, and support of Andrew and the entire Wealth Peak team. Beyond a traditional financial planner, Wealth Peak partners with you to properly understand your circumstances, hopes, and life aspirations to create a tailor-made approach that suits your needs. Before engaging Wealth Peak, I spoke with a number of other financial planners who were dismissive of me due to my age, gender, and financial status. That is what set Andrew apart, he spoke to me in a way that I could understand, no question has ever been too silly, and I have learned an incredible amount from his guidance over the years. For any young professionals considering financial planning advice, I would strongly recommend Wealth Peak. You won't look back, I haven't,"GracePotts Point NSW