Financial advice for better money decisions
Managing your finances can be overwhelming and stressful. With financial advice we make your money decisions easier, more certain, and more rewarding.
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Connect with Award Winning Advisors
Personalised Financial Success
RECENT AWARDS
Empower Your Financial Future
Financial Advice Makes Your Money Go Further
Personalised advice tailored to your unique needs, including comprehensive cash flow planning that guide you towards achieving your financial goals.
Qualified Advisors
Connect with accredited and experienced financial advisors who are committed to helping you achieve your financial goals.
Personalised Financial Plans
Receive tailored financial advice that aligns with your unique circumstances and aspirations. Getting yourself more on track with your short term and longer term goals.
Comprehensive Services
Access a wide range and deep range of financial knowledge. From retirement planning to wealth management, all designed to meet your specific plan (you’ve got a plan right?).
Succeed Faster and Easier
Our advisors adhere to strict ethical standards, ensuring transparent and trustworthy financial guidance.
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"
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.
ANDREW DEBONO & KRISTIAN ZUZA
Life-changing advice, we move the needle
Risk free obligation free
What Sets Us Apart
Discover the advantages of working with Peak Wealth Management Financial Advisers.
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.
See it and believe it
Tracked, refined, & visual cash management strategy. See your growth and track your goals.
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.
Risk free obligation free call
Be on track for your goals & Stay on track
With personalised strategies and ongoing support, achieve and maintain your financial aspirations. We've got your back in guiding you through every step of your financial journey.
Frequently Asked Questions
Cash Flow Planning: Where to Invest Money Right Now
We provide insights on the best investment opportunities available right now based on current market trends and your financial goals.
Advice on Investment Property with Positive Cash Flow
We offer expert advice on investment properties, guiding you through the process of selecting, purchasing, and managing real estate investments.
Where to Invest in Australia: A Cash Flow Forecast
We help you navigate the Australian investment landscape, identifying lucrative opportunities across various sectors. From shares and managed funds to superannuation and real estate, we tailor our recommendations to your risk tolerance and financial objectives, ensuring your investments are well-positioned for growth.
How Do I Get Investment Advice for Effective Cash Flow Management?
Getting investment advice is simple with Peak Wealth Management. We are readily available to provide personalised guidance based on your financial situation and goals.
What is an Investment Recommendation for Future Cash Flows?
An investment recommendation from Peak Wealth Management involves a detailed analysis of your financial situation and goals, followed by a tailored suggestion on where to allocate your funds.
We're here to help you thrive in your financial journey
Peak Wealth Management will only ever invite you to become a client if we are confident that we can make a lasting impact to your financial freedom and future.
Ask us a question
Want to explore financial advisory solutions but don't know what to expect? Ask Kristian or Andrew our financial advisers a question.
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Looking to make your future start today but aren't ready for an adviser? Explore our resources available here.