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
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
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
Financial Adviser, Founder & Managing Director
Bachelor of Business; Accounting
Bachelor of Business; Small Business Management & Accounting
Diploma of Financial Planning
Director of Non-Profit ‘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
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