About us

We want you to reach your Peak Wealth. Removing the stress that comes with financial planning.

Creating your life with certainty about what’s to come in your future (and now).

Multi-award winning
financial advice

Peak wealth management financial advisers awards

Our approach

We are Sydney based Financial Advisers that work intimately with you to make informed financial decisions in a tried, tested and organised manner for the long term. Here are a few things about our financial advice approach:

Accelerate your success

Holistic, comprehensive and thorough financial plan’s accelerate your personal version of financial success.

Build investments strategically

Building Investments in various Asset Classes – asset protection, asset intent, asset tax status are key things we consider.

Pay less tax (legally)

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

Things go south sometimes,
prepare for them

Use personal insurance designed to protect you in a variety of scenarios.

E.g. Income Protection for when sick/injured and can’t work for extended time.

See it and believe it

Tracked, refined, & visual cash management strategy. See your growth and track your goals.

Life stages matter

People at different life stages have different needs, risks and goals. Have a financial plan that works with the stage your’re at.

Know yourself (and your partner)

Understand your good and bad financial habits and what type of person you are. Offset risks and behaviours which might disrupt your financial plan.

Our financial advisers

Andrew Debono Peak Wealth Management

Andrew Debono

Financial Adviser, Founder & Managing Director

Bachelor of Economics
Bachelor of Applied Finance
Diploma of Financial Planning
Adv Diploma of Financial Planning

Read more about Andrew

I have always played an integral part of award winning financial planning firms, and this has sparked my ambition to begin my own business and provide personalised and quality advice to my own clients.

My passion for finance along with my enjoyment of speaking with people has got me hooked on the profession. To see my clients achieve their goals and aspirations is the most rewarding aspect of my job.

Throughout my successful career, I have worked collaboratively with other professionals such as accountants, lawyers, stock brokers and mortgage brokers.

This has provided me with ample knowledge to identify and manage the gaps in my client’s situations.I have been nominated in several industry specific awards including the Association of Financial Advisers (AFA) ‘Rising Star Award’ in 2017 and 2018.

I always aim to be providing the best advice and service possible for my clients.

Kristian Zuza Peak Wealth Management

Kristian Zuza

Financial Adviser, Founder & Managing Director

Bachelor of Business; Accounting
Bachelor of Business; Small Business Management & Accounting
Diploma of Financial Planning
Director of Non-Proft ‘Response For Life Australia Ltd’

Read more about Kristian

I have over 10 years of experience working in Australia’s leading privately owned financial services companies.

One of three brothers, growing up in a loud, close family that had home full of friends and relatives more often than not had taught me great deal – not only did it mean ensuring I had a thick skin to deal with banter, or communicating with various generations at any point in time, the single best lesson it taught me is understanding what a great sense of community is.

Ultimately, the importance of relationships.
I have a passion for making things happen. Seems like a broad statement, all it really means is once I set my sights on a goal I need to make it happen. I like to follow this in all areas of my life; in a professional sense this includes helping people achieve, from strangers to clients and colleagues; in a lifestyle sense it might mean getting down to the beach with friends.

Having a European background just embedded an emphasis on food and that many of the best relationships are developed face to face, over a coffee or sharing a meal.

Professionally, I have a passion for companies (naturally with an Accounting and Tax background), but not in a typical sense – I am intrigued and inspired by the people and relationships that make them great. Start-up or Giant Co, they symbolise a community, and allow people to work together to achieve outcomes that they otherwise wouldn’t be able to make reality.

I get excited when I am part of organisations to make them bigger or better with my efforts.
With my background, education and experience, I love working with people to really help them achieve their own definition of success. This means employees, employers, a young couple wanting to start a family all the way through to those looking to retire. Being a part of a company that shares my values is really a bonus and makes it easy to enjoy my professional career.

I love sport, the world game “Football,” and a competitive game of Tennis keep me active, however at times also glued to a TV screen.

Open to meeting people and having a chat.

Get in touch with our financial advisers

Leave your details here and one of our adviser's will give you a call back. 

Ask a question, book in a discovery call or connect with us.

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.
Peak Wealth Management