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Peak Wealth Management Financial advisers helping you consistently make smarter money decisions.

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Peak wealth management financial advisers

RECENT AWARDS

We recently worked with Kristian and his team to set up personal insurances for my wife and I, and the experience was excellent from start to finish. They took the time to clearly explain our options, tailored the recommendations to our specific circumstances, and ensured we felt confident in the decisions we were making. The process was seamless, well-structured, and handled with a high level of professionalism. It’s reassuring to know we now have the right cover in place. Highly recommend Kristian and his team.

Marco Mascitelli

29. April, 2026.

I highly recommend Andrew for financial advice. My partner and I are incredibly grateful for his guidance and ongoing support. He is both professional and genuine in everything he does. Thank you!

Olivia Bird

22. April, 2026.

I would like to express my sincere appreciation to Kristian for his time and guidance today. He provided valuable insights that helped me make well-informed decisions regarding the management of my current financial position, while also assisting me in establishing clear and achievable long-term goals for purchasing a home and building my investment portfolio. We also discussed an overall financial plan in relation to upgrading the family home, including the tax implications and cash flow considerations across different scenarios, along with the key factors to consider when making these decisions. Kristian’s approachable and easy-going manner made the entire experience very comfortable. I felt at ease discussing my circumstances openly, which allowed for a more productive and meaningful conversation. I am truly grateful for his support and professionalism. Thank you 😊

Marie

18. March, 2026.

Andrew provided clear, practical guidance that helped bring reassurance and direction when it was needed. He communicated thoughtfully, listened carefully, and offered advice that was relevant and well considered rather than generic. His approach was calm and structured, which made it easier to assess situations objectively and make informed decisions. Conversations with him were efficient, focused, and useful, resulting in greater confidence and clarity.

Adam Smith

16. January, 2026.

Kristian has offered great and caring service, going above and beyond to make sure every option that could meet our needs was explored. Highly recommend the team at Peak Wealth.

Michael Acs

15. December, 2025.

My wife and I approached PWM to review our overall financial position and to help us plan for our medium- and long-term financial goals. Due to family circumstances, we needed to relocate closer to the city and our relatives, which meant reassessing our options — including the potential sale of our home. Initially, we believed we only had one viable path forward, but Kristian took the time to break everything down and present several strategic scenarios. These included purchasing different types of properties at varying price points, exploring both renting and investment opportunities, considering alternative loan structures, and assessing how changes in income could impact our plans. Working with Kristian and the PWM team has given us the confidence to make informed property and financial decisions, knowing we are well-prepared for the future. We would highly recommend PWM to anyone seeking professional and thoughtful financial advice.

Mat Galati

9. November, 2025.

I have worked with Andrew and the Peak Wealth team for over 5 years now and they have guided me through the biggest financial decisions of my life so far. Along the way, they have been brilliant at making me feel confident & supported throughout the process. Andrew has a natural ability to gather a detailed understanding of my goals, ambitions and plans not just immediately, but looking much later into life, then map those goals back to financial advice that simplifies both immediate, day to day strategies & behaviours as well as longer term structures that help to give me confidence in both my own and my families' long term financial security. Andrew is great at being able to relate to specific life stages with both his own personal experiences as well as his professional experiences to ensure that he is always backing up advice with real scenarios, reasoning and analysis that makes sense in the context of my goals and situation. The responsiveness of the Peak Wealth team is also second to none. There are periods whereby a semi regular check-in is more than fine, but when it has come to big decisions or changes, I can rely on Andrew and his team to be on hand to offer support and advise in any way required at short notice. I wouldn't hesitate for a second to recommend Andrew and his team for anyone looking to get a handle on their financial future and develop wealth building strategies that provide security and confidence.

Michael Cornwell

14. October, 2025.

My wife and I contacted Peak Wealth management through a recommendation for advice on property investment and future wealth planning. Kristian mapped out a thorough, educated strategy tailored to us with no short-cuts and all of the required risk mitigation measures in place before moving forward. We felt confident in our decision making knowing Kristian was on our side and we have successfully purchased our first investment property. Thank you to everyone at Peak Wealth Management and we look forward to the next stages on our journey!

Michael Henry

26. September, 2025.

My conversation with Kristian explored investment options and opportunities for new immigrants to Australia and I received detailed and unbiased perspectives. Kristian provided balanced and nuanced consulting that helped me come to decisions. He even offered to provide tax Advisory through contacts of his for questions that he didn't have details on. Overall a highly professional but warm and approachable engagement and hopefully the start of a long one. Cheers.!

Pratik Mazumder

14. August, 2025.

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CLIENT CASE STUDIES

From where you are now, to where you want to be

Melinda Sinclair

"Andrew is not only knowledgeable, responsive, and practical in his advice...he is also a great guy. He worked through my finances post my marital separation and upon entering the early stages of a new career, and mapped out a trajectory that made my goals seem possible. 3 Years down the track and I have checked off major goals, and plan to keep going. Would not have had the optimism or courage without getting a solid understanding of what I could do via this process. Thanks Andrew!"

Pamela G.

"A friend recommended Kristian Zuza at Peak Wealth Management and I’m not at all sorry! He managed to put $20,000 dollars into my hands almost immediately, by being able to navigate the tricky superannuation rules. (I was completely oblivious to the opportunity.) Furthermore, he has correctly advised my future path to fully benefit on an inheritance I had received, whilst accommodating time and age-restrictions. Kristian proved to be a prompt responder, was meticulously prepared and did not baulk at paperwork or when clarifying phone calls to the superannuation fund were required. Not the usual stereotypical adviser either: he was smart, young, friendly and fun!"

Joseph Daoud

"I have worked with Kristian (and Andrew) for years now and have referred 6 friends and clients that also work with them on an ongoing basis. I just received another thank you message for the introduction to Kristian this morning. The support, advice and workshop meetings on areas I don't have a lot of experience with are really appreciated! I know that the reason I chose to work with you first was for superannuation advice and life insurances but the technical tax planning conversations are always my favourite."

Maddi Brown

"My partner and I came to Kristian on a referral and we haven’t looked back! Kristian helped set up our financial structure and shortly after we achieved our first goal of buying a home. He is now helping us on our path to wealth accumulation for the future. Would highly recommend his services"

Take control of your finances

Financial advisers helping you clearly know what you are on track for financially and understanding the pro’s and con’s of decisions you make for you and your family.

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Know what to do with your money

Wealth management advisers providing professional and personalised financial advice that will help you reach goals that are important to you.

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Strategise investments

Financial planning to strategise your investments with investments in various asset classes for different life stages. We guide you through a holistic, comprehensive and thorough financial plan to accelerate your personal version of financial success

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Leverage property advice

Get insights about property and asset advice to give yourself more knowledge before purchasing your next property and structuring your assets.

Tracking assets and cash flow with a visual cash management strategy.

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Peak Wealth Management Financial Services Practice of the Year

OUR ADVISORS

Hey I'm Andrew, and I'm Kristian

Feeling like you’ve tried to achieve financial freedom without enough success? Feeling like you want more... or maybe despite the success you still don't feel you are where you should be.

You're not alone. Year on year, we assist individuals and families in improving their financial freedom with our proven planning and advisory services.

No more unnecessarily sacrificing the lifestyle you desire. We take take out the guess work and clearly map out how your choices can predict your future (and your day to day).

We’ll show you how to make your money work harder for you, simplifying complex financial concepts. Financial success is a team effort, not a solo mission, which is why our clients receive award winning advice from us.

Services

Wealth management & financial advice

Financial Advice

Clearly know what you’re on track for financially and understand the decisions you make for yourself & your family. Learn more

Wealth Management

Tax minimisation through strategic asset structuring whilst building investments in diverse asset classes. Learn more

Insurances

Personal Insurance designed to protect you and your family in a variety of scenarios. Learn more

Budgeting Plan & Cash Flow

Personal budgeting plan and cash flow management with tracked, refined, & visual cash management strategy. Learn more

Superannuation Advice (Incl. Self Managed Superannuation Fund)

Complete review of your most tax effective asset to ensure it is working hard for you in line with your overall plan. Effective tax & retirement planning. Learn more