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.
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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.
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Expertise
My fees
I offer a free initial consultation for potential new clients. Get in touchAdvice 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.
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 16
- First year providing advice 2008
- Years of experience 16
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Highest qualification
- Master of Commerce (Financial Planning)
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Language spoken
- English
Wealth Peak Financial Advice
Suite 704, 53 Walker StNorth Sydney, NSW 2060
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Brela Group Pty Limited
AFSL 512840