Award-winning financial advisors in Sydney
Looking for award-winning financial advisors in Sydney? 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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Financial Advisors in Sydney
How our Sydney financial advisors can help you
People at different life stages have different needs, risks, and goals. We offer comprehensive services designed to meet your specific plan.
Retirement Planning
Retirement planning, we ensure a seamless and secure transition from working life.
Superannuation Advice
Expert structuring and advice to maximise your fund returns and secure long-term growth.
Cash Flow & Budget Planning
Fix budget leaks and visualise your money to see how today’s choices build future wealth.
Investment Strategy
Personalised guidance on shares, managed funds, and property to strategically grow your portfolio.
Personal Insurance
Tailored income, life, and TPD insurance policies designed to protect your family and assets.
Financial advisors Sydney locals trust for real-life advice
Peak Wealth Management are financial advisors in Sydney. Kristian Zuza and Andrew Debono from Peak Wealth Management are both award-winning and trusted by our Sydney community.
Managing your finances can be overwhelming and stressful. With financial advice, we make your money decisions easier, more certain, and more rewarding.
While we have ultra-wealthy clients, we believe that comprehensive financial advice and financial planning shouldn’t be reserved only for the ultra-wealthy. That’s why many of our clients are in the wealth accumulation phase of their lives, so we can help make the pivotal moments for our clients’ future.
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 financial advisors in Sydney
When looking for the right wealth manager, you need a team with proven expertise. Our founders are consistently recognised among the industry’s best financial advisers in Sydney with a genuine care for your success.
Kristian Zuza
Partner & Financial Adviser
Authorised Representative Number: 1259598
Bachelor of Business; Small Business Management & Accounting
Diploma of Financial Planning
Director of Non-Profit ‘Response For Life Australia Ltd’
Andrew Debono
Financial Adviser, Founder & Managing Director
Authorised Representative Number: 1232679
Bachelor of Applied Finance
Diploma of Financial Planning
Adv Diploma of Financial Planning
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
Frequently Asked Questions
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.
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.
Are you certified financial advisors?
Yes. Both Andrew Debono and Kristian Zuza are fully qualified, Authorised Representatives of Peak Wealth Management Pty Ltd, adhering to the highest Australian regulatory standards.
Sydney financial adviser location & contact details
Phone: 0434 955 417 | 0411 472 213
Email: info@peakwm.com.au
Location: Level 21/8 Chifley Square, Sydney NSW 2000, Australia
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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