General Advice Warning:  The information and material on this site is very general and may not relate to your personal situation.

We encourage you to talk to us about your specific situation before making any decisions based on this information.

©2019 Wealth Peak Financial Advice is a Corporate Authorised Representative of its sister company Brela Group

AFS Licence Number: 512840 and ABN 80 629 633 898

North Sydney | advice@wealthpeak.com.au | 02 9121 4545

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Our values

Your best interest is our utmost priority

Client First principle –
Your best interest is our utmost priority. At Wealth Peak, every decision is seen from your point of view. 
Integrity –
It is important to us that you can have trust in our relationship and advice. We’ll always be honest with you and tell you, not what you want to hear, but the truth at all times.
Competence –
We use our knowledge, expertise and experience to make sure you can sleep well at night –knowing that you’re on track to achieving your goals.
Fairness –
Sometimes, we may get things wrong. If we do, we’ll seek to make things right with you in a fair and respectful manner. We ask of the same in return. In all our dealings with you, we’ll manage our own desires to achieve a proper balance of interests. 
Diligence –
We seek to fulfil our professional commitments in a timely manner and will take due care in providing our professional services to you.