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 advice.
At the Australian Financial Services Industry Awards 2024, we are proud to be finalists in the following categories:
- Holistic Advice Business of the Year 2024
- Financial Services Practice of the Year (10 or Fewer Employees) 2024
- Practice Principal of the Year 2024 – Andrew Debono
In addition, at the Independent Financial Adviser (IFA) Excellence Awards 2024, we have also been shortlisted for:
- Holistic Advice Business of the Year 2024
- Holistic Adviser of the Year 2024 – Andrew Debono
These nominations are a testament to our team’s commitment to delivering tailored, holistic financial advice that puts our clients first. With a highly competitive field of professionals, it’s truly an honour to be recognised by these industry bodies. While we have celebrated past awards, these nominations reinforce our passion and drive to continue leading in the financial services industry.
We make it a priority to regularly take a step back and ask ourselves how we can improve the business and make it an even better experience for our clients.
We extend our gratitude to our clients and team, whose trust and dedication have made this possible. We look forward to the upcoming awards ceremonies and the opportunity to continue building on our success.
The key areas that we have given advice on in the last 12 months are:
- Wealth Management services (ensuring appropriate asset allocation and diversification based on situation and risk profile)
- Personal Financial Advice– clearly understanding client goals, objectives and situation followed by a personalised financial plan
- Tax planning and advice with clients (including Debt Recycling strategies)
- Investment Advice (including on if appropriate and how to buy property, shares)
- Comprehensive life insurance advice
- Superannuation advice (including self managed superannuation funds)
- Structured Cash Management Plans
- Retirement Planning
As always, we are committed to providing industry leading advice that gives you peace of mind and clear direction. Feel free to contact us for a free 15 minute phone call to learn more about how you could benefit from working with award winning financial advisers.