Business Details
Your Trusted Partner for Financial Advisers Solutions
Wealth Peak is a dedicated financial advisory firm committed to helping clients maintain their current lifestyle while building wealth for long-term financial freedom. Our approach focuses on understanding individual client needs, whether they are young professionals, families, or those planning for retirement. We offer tailored financial strategies, including cashflow management, superannuation advice, and investment planning, all underpinned by a strategic ongoing partnership model.Our team brings extensive experience and a client-first ethos, ensuring clear communication and personalised solutions. Testimonials highlight our ability to deliver exceptional service, with clients praising our expertise in SMSF management, property investment, and intergenerational financial planning. We operate under the Australian Financial Services License (AFSL 512840) as a Corporate Authorised Representative of Brela Group, adhering to strict compliance standards.
Services
Cashflow Management
Strategic Investment Advice
Retirement Planning
Personal Insurance Advice
Tax Strategies
Highlights and features
- We offer personalised financial plans tailored to individual client needs.
- Our team provides strategic ongoing partnership for continuous financial guidance.
- We have a proven track record in SMSF and retirement planning.
- Our advisers hold Australian Financial Services License (AFSL 512840).
- We prioritise clear communication and tailored solutions for all clients.
Associations and certifications
- Australian Financial Services License (AFSL 512840)
What people say
Exceptional level of service
Totally held and safe
Tailor-made approach
Supportive and knowledgeable
Highly recommend
Services
Cashflow Management
Our cashflow management service helps clients create sustainable financial freedom by analysing income and expenditure patterns. We develop customised strategies to optimise savings, reduce debt, and allocate resources effectively. This service ensures clients maintain their current lifestyle while building wealth for future goals.
Retirement Planning
Retirement planning focuses on maintaining lifestyle continuity during post-work years through comprehensive financial roadmaps. We assess superannuation, investment portfolios, and personal goals to create tailored strategies. Our approach ensures clients achieve financial security while navigating tax implications and pension entitlements effectively.
Strategic Investment Advice
Strategic investment advice combines market analysis with personal financial goals to build wealth sustainably. We guide clients through property purchases, share portfolio expansion, and diversified investment strategies. Our team ensures decisions align with risk tolerance, time horizons, and long-term objectives.
Personal Insurance Advice
Personal insurance advice safeguards clients against unforeseen life events through tailored coverage solutions. Our specialists evaluate life, trauma, and income protection needs to ensure financial security for individuals and families. We balance premium costs with comprehensive coverage to maximise client protection.
Tax Strategies
Tax strategies focus on minimising liabilities while maximising financial outcomes through legitimate deductions and structuring. We advise on investment-related tax benefits, superannuation contributions, and business expense optimisation. Our approach ensures compliance while enhancing overall wealth accumulation.
People
Andrew Akuoko
Managing Partner, Wealth Management
Andrew Akuoko specialises in wealth management with expertise in SMSF and investment strategies. He provides tailored financial guidance, prioritising clear communication and long-term client relationships. Andrew's approach focuses on intergenerational financial planning and property investment.
Debra Blackah
Senior Partner
Debra Blackah brings extensive experience in financial advisory services, focusing on retirement planning and strategic investment. She collaborates closely with clients to develop comprehensive financial roadmaps, ensuring alignment with personal goals and regulatory requirements.
Jessica Langham
Paraplanner
Jessica Langham supports financial planning processes with technical expertise and client-focused documentation. She assists in developing tailored strategies, ensuring compliance with regulatory standards while maintaining clear communication with clients.
David Rundle
Senior Partner, Wealth Peak Financial Advice
David Rundle specialises in wealth management solutions, focusing on retirement planning and investment strategies. He works closely with clients to create sustainable financial plans, leveraging his experience in SMSF management and tax-efficient structures.
Questions
What financial services does Wealth Peak offer?
We provide cashflow management, retirement planning, investment advice, personal insurance guidance, and tax strategies tailored to individual client needs.
How do you personalise financial advice?
We conduct detailed assessments of financial goals, risk tolerance, and life circumstances to create customised strategies for each client.
Are your advisers qualified?
Our team holds relevant certifications under Australian Financial Services License (AFSL 512840) with ongoing professional development commitments.
How can I make a complaint?
Contact your adviser directly or submit written complaints to our office. We aim to resolve issues within 30 days, with AFCA as an external dispute resolution option.
Do you work with young professionals?
Yes, we specialise in helping early-career individuals establish investment portfolios, purchase property, and build financial foundations.
