Peer Wealth

Business Details

9 Years

experience

Your Trusted Partner for Tax, Accounting & Financial Solutions

Peer Wealth is a family-owned financial ecosystem dedicated to providing holistic support throughout individuals' and families' financial journeys. Established with a commitment to meaningful partnerships, we combine expertise in tax, accounting, mortgage broking, wealth management, and business advisory services to align financial strategies with clients' evolving goals. Our team of chartered accountants, financial advisers, and specialists prioritises five core values: commitment, accountability, excellence, teamwork, and balance.

With a proactive approach to financial planning, we offer tailored solutions for retirement, investing, superannuation, personal insurance, and self-managed super funds (SMSF). Our transparent fee structure and client-centric philosophy ensure clarity and trust, while our external network enhances our ability to deliver comprehensive financial solutions. Recognised with awards such as the 2017 SNB Business of the Year, we serve clients from our Manly office, leveraging cloud-based technology for seamless service delivery.

Services

Tax Accounting Mortgage Broking Wealth Management Retirement Planning Business Advisory SMSF Services Personal Insurance Claims Management Investment Advice Superannuation Planning

Details

Year established: 2017

Highlights and features

We offer holistic financial ecosystem solutions tailored to individual client needs
Our team includes chartered accountants and specialists with decades of combined experience
Transparent flat fee structure for claims management services
Proactive approach to financial planning and risk management
Award-winning service recognised as 2017 SNB Business of the Year

Associations and certifications

Chartered Accountants Australia and New Zealand
Australian Credit License 390255

What people say

Award-winning service Proactive financial planning Expert tax advice Personalised strategies Comprehensive SMSF support

Website

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Services

Tax & Accounting

Peer Wealth provides comprehensive tax and accounting solutions for individuals and businesses. Our chartered accountants deliver tailored strategies to maximise tax benefits while ensuring compliance. Services include business structure advice, cashflow forecasting, and accounting system setup, with a focus on long-term financial optimisation through proactive planning and expert analysis.

Self Managed Super Funds

Specialist SMSF administration and compliance services covering annual tax returns, audit liaison, and investment strategy. Our accountants provide tailored advice on SMSF establishment, property investment within super, and regulatory compliance, ensuring clients maintain control over investment choices while meeting legal requirements through transparent, fixed-fee arrangements.

Wealth Management

Holistic wealth management services encompassing retirement planning, investment strategies, and superannuation optimisation. Our advisers employ medium to long-term investment approaches, offering diversified options across risk profiles. The service includes portfolio stress-testing, tax-effective structuring, and ongoing strategy reviews to align with clients' evolving financial goals and life stages.

Business Advisory

End-to-end business advisory covering start-up mentoring, growth strategy, and exit planning. Services include business structure analysis, cashflow management, KPI reporting, and profit improvement programs. Our CPA-qualified team provides operational reviews and accountability frameworks to enhance business performance across all stages from establishment to expansion.

Personal Insurance

Comprehensive personal insurance services covering life, TPD, critical illness, and income protection. We offer policy reviews, claims advocacy, and tax-effective structuring within superannuation. Our advisers ensure appropriate coverage levels while providing ongoing support for policy adjustments and claims management, maintaining ethical standards and client-centric recommendations throughout the policy lifecycle.

People

Ben Atkinson

Director and Chartered Accountant

Ben combines accounting expertise with business leadership, specialising in SMSF strategies and business advisory. With extensive experience in financial ecosystems, he focuses on helping clients achieve long-term wealth objectives through strategic planning and compliance solutions.

Daniel Brown

Private Wealth Adviser

Daniel specialises in wealth creation and investment strategies, offering tailored financial planning solutions. His expertise in retirement planning and superannuation helps clients navigate complex investment landscapes while maintaining focus on long-term financial security and tax efficiency.

Tom Atkinson

Mortgage Broker

Tom provides mortgage broking services with a focus on home loans and investment property financing. Leveraging deep market knowledge, he helps clients secure competitive lending solutions while integrating mortgage strategies with broader financial planning objectives.

Michael Atkinson

Director and Chartered Accountant

Michael offers accounting and business advisory services, combining technical expertise with strategic guidance. His focus areas include business structure optimisation and growth strategy implementation, supporting entrepreneurs through all business lifecycle stages.

Vincent Ryan

Chartered Accountant

Vincent specialises in tax compliance and accounting systems, providing technical expertise across individual and business clients. He focuses on delivering clear financial insights and practical solutions to enhance clients' financial positioning and regulatory compliance.

Questions

What financial services does Peer Wealth offer?

We provide tax & accounting, mortgage broking, wealth management, SMSF administration, business advisory, and personal insurance services tailored to individual and family financial needs.

How does Peer Wealth approach financial planning?

Our holistic approach considers your complete financial position, combining investment strategies, tax planning, and risk management to create tailored solutions that evolve with your life stages.

What makes Peer Wealth different from other firms?

We combine technical expertise with a family-owned business ethos, offering transparent fees, proactive planning, and integrated services across accounting, finance, and investment domains.

Can I get SMSF advice from Peer Wealth?

Yes, we offer comprehensive SMSF services including setup, compliance, property investment strategies, and annual administration with specialist accountants dedicated to self-managed super funds.

What business advisory services are available?

We support businesses through all stages with structure advice, cashflow management, growth strategies, and exit planning, leveraging our team's practical experience as business owners themselves.

How are Peer Wealth's fees structured?

We use transparent fixed-fee arrangements for SMSF services and provide clear pricing disclosures upfront, ensuring no hidden costs in our accounting, advisory, or financial planning services.

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Reviews (7)

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Carlien Parahi

Oct 23, 2021 Report

We have been working with Peer Wealth for 6 years for all our personal & business accounting. We also use Tom as our mortgage broker. They have been fantastic at simplifying our accounting processes whilst ensuring we're compliant. They genuinely have the best interest of the business at heart and will go above and beyond to make sure our needs are met. The ability to have our accountants and mortgage broker in one place has also saved us huge amounts of time. Would highly recommed Peer Wealth.

Jack Warfield

Oct 22, 2021 Report

Positive:Professionalism,Quality,Responsiveness,Value
I have been with Michael and Peer Wealth for over 10 years and have recommended him to others because I believe he is the best at what he does.

Victoria Morish

Oct 07, 2021 Report

Ive been with Peer Wealth for a number of years now and have found Michael and Tom to be very professional and helpful in matters of finance. I highly recommend them and their team.
Victoria Morish

Benjamin Hodge

Oct 06, 2021 Report

Positive:Professionalism,Quality,Responsiveness,Value
A great professional accountancy service. Im very impressed with Michael and the team at Peer Wealth. The staff are friendly and knowledgeable and make the whole process stress free. They always provide amazing clear to understand advice and are happy to help and go that extra mile . Highly recommended!

David Porteous

Aug 20, 2021 Report

Positive:Professionalism,Quality,Responsiveness,Value
An outstanding, professional and friendly team who take the time to understand your personal or business needs, pressures and future plans. They work with you to drive the best possible solutions and most importantly, get the job done.

Colin McDougall

Aug 17, 2021 Report

Positive:Professionalism,Quality,Responsiveness,Value
I find that Peer Wealth offer a comprehensive financial service that encompasses accounting, loan brokerage and superannuation services, all of which I have used over the years, with great effect.

Jonathon Allara

Aug 15, 2021 Report

I have used Peer Wealth service both in my businesses and personal matters. Mick, Tom and Bill have always provided a smart, practical and efficient service. I would be happy to recommend.