Our vision is to help you maintain your lifestyle for today and create wealth to secure your financial freedom for tomorrow. We deliver this for you by understanding your life goals and making recommendations based on research to address your goals. Wealth Peak subscribes to the FPA's Code of Ethics. This means that your needs always come first.
Understanding your money and finances can sometimes be very complicated and time consuming, often put off until tomorrow. Whether you're a young professional just starting out or established in your career; a family going through your various life events or planning for retirement, we are here to work with you to discover your wealth creation potential.
Advice is tailored to your goals and objectives. Our advisers charge a fixed fee based on the complexity of the advice. You'll know exactly how much it will cost you before you engage our services.
Andrew has opened our eyes to new options on how to grow wealth now and into the future
From day one, Andrew has been diligent, friendly and supportive. I feel that I'm in a safe pair of hands and have a clear picture to develop my investment portfolio.
Andrew seems to know his stuff
Andrew has provided great information and advice in management of our superannuation savings, as we move from a SMSF to a combination of investment strategies more suited to our retirement requirements
He was very professional, took his time to explain things and was always available.
- Adviser status Platinum
- Number of reviews 16
- First year providing advice 2008
- Years of experience 15
- Master of Commerce (Financial Planning)
Wealth Peak Financial AdviceSuite 704, 53 Walker St
North Sydney, NSW 2060
- 9:00am – 5:00pm Monday – Friday
Brela Group Pty Limited