Financial advisers helping you live the life you want

Financial advisers helping you consistently make smarter money decisions.

Peak wealth management financial advisers

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I’ve been working with Kristian, Andrew and the team from PeakWM since starting at my current company. They are very knowledgeable and extremely helpful at all times. In particular I appreciate the help with my super, cash flow, RSU’s and ESPP’s - having a plan for the tax bill and what to do with the assets really helped. If you are thinking about getting advice I would definitely recommend you speak with the team.
James Feng
James Feng
2. May, 2024.
Kristian and the Peak Wealth Management team have been phenomenal. Kristian is approachable and very knowledgable in the world of insurance and made everything so simple and easy. I have absolutely no hesitation in recommending Kristian and have recommended him to my family and friends who have since had an amazing experience.
Alison Accar
Alison Accar
30. April, 2024.
I’ve been a client of Kristian and the team for over 2 years now. I can easily recommend PeakWM to everyone - since starting I’m clear on what I’m targeting and on track for (I even had the Europe holiday blended into my financial planning). It was all logical from the basics of my bank account structuring, super and my insurance plan … my favourite was when it all tied into the investment workshop I wish I started earlier. Thanks kristian and the team!
Andrew Theo
Andrew Theo
30. April, 2024.
I wouldn’t hesitate to recommend Andrew for financial advice and guidance. He is always available when I reach out and using his expertise he has structured my financial advice to suit my individual circumstances. He puts aside however much time I need to ensure I have confidence in my planning and is always patient and willing to explain things in detail. Andrew’s support, knowledge and experience has made my journey to financial independence possible.
Nikki Dunnet
Nikki Dunnet
26. April, 2024.
I was referred to PeakWM by a colleague, as I wanted to diversify my investment portfolio. Andrew has been outstanding guiding us through this so far, and even has gone above and beyond to help us with setting up our financial foundations to help secure our future. He's always willing to help, explains things clearly and concicely, and is an all round nice guy. Can't recommend Andrew enough, and have already mentioned him to loads of friends and family!
Chris Gulotta
Chris Gulotta
7. February, 2024.
I was referred to Kristian and was so pleased with the help he provided. He made the process so easy and very helpful in explaining all the details. Thank you for all your support.
Sharron Mayo
Sharron Mayo
8. January, 2024.
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!
Melinda Sinclair
Melinda Sinclair
19. October, 2023.
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
Maddi Brown
Maddi Brown
15. September, 2023.
Andrew Debono and his team are vey attentive to my personal and professional financial needs, continually supporting me with building wealth and taking me through comprehensive documents and portfolio results. Their onboarding process is second to none.
Alana Chetner
Alana Chetner
10. August, 2023.
I have built a great relationship and trust with Andrew. He's extremely knowledgeable and I couldn't have my finances in safer hands.
Brendan Hackett
Brendan Hackett
7. August, 2023.

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.

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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Our Approach

We work intimately with you to make informed financial decisions in a tried, tested and organised manner for the long term.

Creating a comprehensive and easily trackable financial plan to accelerate your personal version of financial success.

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Services

Wealth management & financial advice

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Financial Planning

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

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Wealth Management

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

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Insurances

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

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Budgeting Plan & Cash Flow

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

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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.

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Tax minimisation planning

Minimising your tax bills by structuring your assets in the most efficient way.

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Investment advice

Personal investment plan built in line with your goals, risk profile, timeframes and product selection.

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Property advice

Full scope property advice from a cash flow, tax and debt structuring, tying in with your overall strategy.

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Online Wealth Portal

Your Wealth Portal tracks all your finances in one place. Income, insurances, assets, financial goals & more.

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