Blog
Learn more so you can start having clarity in your future by making smarter money decisions.
Industry Excellence Awards: Peak Wealth Management Shortlisted as Finalists
We are excited to share that Peak Wealth Management has been nominated as finalists for several distinguished awards across the Australian financial services industry. This recognition reflects our dedication to providing comprehensive and high-quality financial...
50 Most Influential Advisers Australia 2024 Finalists – FS Power 50
Andrew Debono and myself have been shortlisted from 15,000 advisers in the country to the final 114 shortlisted nominees. We do our absolute best for our clients, peers and community. It is great to have the industry recognition. Now that judges have chosen finalists...
FS Power50 – 50 Most Influential Advisers in Australia 2023 – Andrew Debono, Peak Wealth Management
Celebrating Andrew Debono: Twice Recognised Among Australia's 50 Most Influential Financial Advisers. FS Power50 - 50 Most Influential Advisers in Australia 2023, following being named in 2022. We are absolutely delighted to share some thrilling news about our...
4 Key Things I Do Every New Financial Year
The start of a new financial year is a great time to take stock of your finances and make any changes to set yourself up for success. Here are four things I do every new financial year: https://youtu.be/SKPe4Cl1Ke4 1. Re-do my budget. This is especially important if...
Federal Budget 2022-23 Summary
Last night’s Federal Budget was the first delivered by the new Labor government that was elected in May 2022. Given the present state of the economy post-COVID, a worsening economic position due to inflation and increased global instability, rising interest rates and...
![Why You Should Review Your Income Protection Before October 1st 2021? [Regulator Changes Summarised]](https://peakwm.com.au/wp-content/uploads/2020/04/Weve-Got-You-Covered-IMAGE--400x250.jpg)
Why You Should Review Your Income Protection Before October 1st 2021? [Regulator Changes Summarised]
Keeping this post short and sweet, here's why you should review your income protection policy before the regulators step in on October 1st 2021. What is income protection insurance cover - it is there to pay you a significant portion of your income (currently...
Financial Advice For Business Owners
Working with busy aspirational people is rewarding. We have found, no-one appreciates transparent, clear and personal advice along with the peace of mind knowing a job is done and done well more than these people. When we look at our client list, that is the common...
5 Easy Tips To Make The Most Of Tax Time
Being organised leading into the new financial year can put you in a better financial position quickly - getting the uplift from being tax effective could be your best return all year. That's why we share tax time tips. This article covers off a few key reminders you...
2021 Federal Budget Update & Summary – Peak Wealth Management
I think we can all agree that it has been a crazy year since the last budget in October 2020. Here’s some highlights from the 11th May 2021 Federal Budget. The general theme of the budget is that it is looking a lot more promising for Australia than it did last...
![SMSF checklist for selling property [AFR Article]](https://peakwm.com.au/wp-content/uploads/2021/04/SMSF-chelist-for-selling-property-2021-peakwm-peak-wealth-management-sydney-best-financial-advisers-400x250.jpg)
SMSF checklist for selling property [AFR Article]
Tempted to sell because prices are high? First check your timing, then the loan and what you’re going to do with the proceeds. Well written piece by Ben Smythe in the Australian Financial Review. With the residential property market on an upward spiral, investors...
