Peer Wealth

Our ultimate goal was to build a sounding board that supports our client’s growth, and satisfy their financial and personal needs under one roof.

As individuals, we recognised that for our clients to obtain financial success they needed experts that they can trust. Family is a natural team that possess a life time of trust, communication and understanding, and when talking to our clients this is why they are attracted to Peer Wealth.

The growth and success of our clients is what creates our passion for this industry. We created an integrated approach so that we can learn about YOU ~ your story, your desires & your challenges ~ so that we can work in partnership with you to help you achieve financial success and ultimately allow you to write your future. 

The Atkinson family values carry how we do business. We build organic relationships with each and every one of our clients to accomplish success together.  We use our skills, knowledge and connections to create opportunities for you.

We created the 9 Pillars of Financial Health, which is the cornerstone of our business. Through this process we work with people who are after tailored logical advice and who are committed to the drive towards a higher quality of life.

Upcoming (0)

Sorry, there are no upcoming events

Past (4)

Self-Managed Superfund Workshop - Managing the HUGE Post 1 July Changes & Planning for retirement primary image

Self-Managed Superfund Workshop - Managing the HUGE Post 1 July Changes & Planning for retirement

Thu, Mar 30, 5:30 PM

Free

Self-Managed Superfund Workshop - Managing the HUGE Post 1 July Changes primary image

Self-Managed Superfund Workshop - Managing the HUGE Post 1 July Changes

Wed, Mar 29, 5:30 PM

Free

Eliminate Your Paperwork! primary image

Eliminate Your Paperwork!

Wed, Nov 11, 6:00 PM

Free

Xero Accounting Event primary image

Xero Accounting Event

Wed, Nov 11, 6:00 PM

Free

Self-Managed Superfund Workshop - Managing the HUGE Post 1 July Changes & Planning for retirement primary image

Self-Managed Superfund Workshop - Managing the HUGE Post 1 July Changes & Planning for retirement

Thu, Mar 30, 5:30 PM

Free

Self-Managed Superfund Workshop - Managing the HUGE Post 1 July Changes primary image

Self-Managed Superfund Workshop - Managing the HUGE Post 1 July Changes

Wed, Mar 29, 5:30 PM

Free

Eliminate Your Paperwork! primary image

Eliminate Your Paperwork!

Wed, Nov 11, 6:00 PM

Free

Xero Accounting Event primary image

Xero Accounting Event

Wed, Nov 11, 6:00 PM

Free

Our ultimate goal was to build a sounding board that supports our client’s growth, and satisfy their financial and personal needs under one roof.

As individuals, we recognised that for our clients to obtain financial success they needed experts that they can trust. Family is a natural team that possess a life time of trust, communication and understanding, and when talking to our clients this is why they are attracted to Peer Wealth.

The growth and success of our clients is what creates our passion for this industry. We created an integrated approach so that we can learn about YOU ~ your story, your desires & your challenges ~ so that we can work in partnership with you to help you achieve financial success and ultimately allow you to write your future. 

The Atkinson family values carry how we do business. We build organic relationships with each and every one of our clients to accomplish success together.  We use our skills, knowledge and connections to create opportunities for you.

We created the 9 Pillars of Financial Health, which is the cornerstone of our business. Through this process we work with people who are after tailored logical advice and who are committed to the drive towards a higher quality of life.

Events

Sorry, there are no upcoming events
Self-Managed Superfund Workshop - Managing the HUGE Post 1 July Changes & Planning for retirement primary image

Self-Managed Superfund Workshop - Managing the HUGE Post 1 July Changes & Planning for retirement

Thu, Mar 30, 5:30 PM

Free

Self-Managed Superfund Workshop - Managing the HUGE Post 1 July Changes primary image

Self-Managed Superfund Workshop - Managing the HUGE Post 1 July Changes

Wed, Mar 29, 5:30 PM

Free

Eliminate Your Paperwork! primary image

Eliminate Your Paperwork!

Wed, Nov 11, 6:00 PM

Free

Xero Accounting Event primary image

Xero Accounting Event

Wed, Nov 11, 6:00 PM

Free

Self-Managed Superfund Workshop - Managing the HUGE Post 1 July Changes & Planning for retirement primary image

Self-Managed Superfund Workshop - Managing the HUGE Post 1 July Changes & Planning for retirement

Thu, Mar 30, 5:30 PM

Free

Self-Managed Superfund Workshop - Managing the HUGE Post 1 July Changes primary image

Self-Managed Superfund Workshop - Managing the HUGE Post 1 July Changes

Wed, Mar 29, 5:30 PM

Free

Eliminate Your Paperwork! primary image

Eliminate Your Paperwork!

Wed, Nov 11, 6:00 PM

Free

Xero Accounting Event primary image

Xero Accounting Event

Wed, Nov 11, 6:00 PM

Free