Peer Wealth combines the diverse skills & knowledge of several professionals to produce the best outcome for their clients. Peer Wealth makes it easy to ensure you have a protection plan in place that is relevant to you and your families needs. At Peer Wealth, we have an abundance of experience & knowledge to help you with retirement planning, wealth creation, risk protection.
We can help you decide whether an SMSF is right for you, we can do the inital set up and help with ongoing compliance & annual taxation. The 9 Pillars to Financial Health is a process that ensures that as move through life and evolve, so does your financial support. We invite you to take advantage of all Peer Wealth has to offer and watch the life of your vision take shape.
We can help you decide whether an SMSF is right for you, we can do the inital set up and help with ongoing compliance & annual taxation. The 9 Pillars to Financial Health is a process that ensures that as move through life and evolve, so does your financial support. We invite you to take advantage of all Peer Wealth has to offer and watch the life of your vision take shape.
Services
About Peer Wealth
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Peer Wealth is a team of professionals with a vast array of skills, knowledge and experience. We come together to manage clients financial and personal needs in a holistic and meaningful experience. Peer Wealth's in house services include Tax & Accounting, Mortgage Broking, Wealth Management, Business Advisory, Self Managed Super Funds, Insurance and Auditing.
Let's talk about purchasing you're home or investment property
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Small business tax and accounting is our specialty. Our team is experienced across a large range of industries including Construction, Hospitality, Retail, Medical, Fitness, Technology, Real Estate, Financial Services and Marketing. We pride ourselves for delivering a value adding service to businesses, ensuring tax benefits are maximised.
PW in the media
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Peer Wealth is a finalist at the Australian Small Business Champion Awards at The Star Sydney. We have been selected in the Accounting Services category. We are very excited and proud to be selected from the best of the best around Australia. It should be a great night celebrating small businesses around Australia.
Insurance
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At Peer Wealth, we have an abundance of experience and are constantly looking at protecting our client's wealth. Being an all-advice business means we are not aligned with any insurance products. Peer Wealth makes it easy to ensure you have a protection plan in place that is relevant to you and your families needs.
Smsf
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Due to their excellent benefits Self Managed Super Fund's are very much the trend for holding retirement savings. Over 1 million Australians have switched from Retail or Industry Fund to SMSF. However an SMSF is not right for everyone, there are important factors to consider. Allows you to own your business' real property (but not operating assets) in the super fund, assisting funding and cashflow problems for many businesses.
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