Tailored Insurance Solutions

We provide financial security, and ensure peace of mind for you and your family and personalised financial plan to manage, protect, and grow your wealth

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RECENT AWARDS

Secure Your Future with Comprehensive Coverage

Tailored Insurance Solutions for Every Need

Our tailored insurance solutions are designed to protect your assets, provide financial security, and ensure peace of mind for you and your family.

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Personalised Coverage Plans

Develop customised insurance plans tailored to your specific needs and circumstances, ensuring comprehensive protection.

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Life Insurance

Provide financial security for your loved ones with our diverse range of life insurance policies, designed to fit your life stage and financial goals.

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Health Insurance

Protect yourself and your family from unexpected medical expenses with our comprehensive health insurance plans.

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Property Insurance

Safeguard your home and valuable assets with our property insurance solutions, offering coverage against a wide range of risks.

CLIENT CASE STUDIES

From where you are now, to where you want to be

Peak Wealth Management

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 success?

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 our 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

Literally life-changing advice

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I’ve been working with Kristian, Andrew and the team from PeakWM since starting at my current company. They are very knowledgeable and extremely helpful at all times. In particular I appreciate the help with my super, cash flow, RSU’s and ESPP’s - having a plan for the tax bill and what to do with the assets really helped. If you are thinking about getting advice I would definitely recommend you speak with the team.
James Feng
James Feng
2. May, 2024.
Kristian and the Peak Wealth Management team have been phenomenal. Kristian is approachable and very knowledgable in the world of insurance and made everything so simple and easy. I have absolutely no hesitation in recommending Kristian and have recommended him to my family and friends who have since had an amazing experience.
Alison Accar
Alison Accar
30. April, 2024.
I’ve been a client of Kristian and the team for over 2 years now. I can easily recommend PeakWM to everyone - since starting I’m clear on what I’m targeting and on track for (I even had the Europe holiday blended into my financial planning). It was all logical from the basics of my bank account structuring, super and my insurance plan … my favourite was when it all tied into the investment workshop I wish I started earlier. Thanks kristian and the team!
Andrew Theo
Andrew Theo
30. April, 2024.
I wouldn’t hesitate to recommend Andrew for financial advice and guidance. He is always available when I reach out and using his expertise he has structured my financial advice to suit my individual circumstances. He puts aside however much time I need to ensure I have confidence in my planning and is always patient and willing to explain things in detail. Andrew’s support, knowledge and experience has made my journey to financial independence possible.
Nikki Dunnet
Nikki Dunnet
26. April, 2024.
I was referred to PeakWM by a colleague, as I wanted to diversify my investment portfolio. Andrew has been outstanding guiding us through this so far, and even has gone above and beyond to help us with setting up our financial foundations to help secure our future. He's always willing to help, explains things clearly and concicely, and is an all round nice guy. Can't recommend Andrew enough, and have already mentioned him to loads of friends and family!
Chris Gulotta
Chris Gulotta
7. February, 2024.
I was referred to Kristian and was so pleased with the help he provided. He made the process so easy and very helpful in explaining all the details. Thank you for all your support.
Sharron Mayo
Sharron Mayo
8. January, 2024.
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!
Melinda Sinclair
Melinda Sinclair
19. October, 2023.
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
Maddi Brown
Maddi Brown
15. September, 2023.
Andrew Debono and his team are vey attentive to my personal and professional financial needs, continually supporting me with building wealth and taking me through comprehensive documents and portfolio results. Their onboarding process is second to none.
Alana Chetner
Alana Chetner
10. August, 2023.
I have built a great relationship and trust with Andrew. He's extremely knowledgeable and I couldn't have my finances in safer hands.
Brendan Hackett
Brendan Hackett
7. August, 2023.

What Sets Us Apart

Discover the advantages of working with Peak Wealth Management Financial Advisers.

Peak Wealth Management

Accelerate your success

Holistic, comprehensive and thorough financial plan’s accelerate your personal version of financial success. 

Peak Wealth Management

Build investments strategically

Building Investments in various Asset Classes – asset protection, asset intent, asset tax status are key things we consider.

Peak Wealth Management

Pay less tax (legally)

Minimising your tax bills by structuring your assets in the most efficient way.

Peak Wealth Management

See it and believe it

Tracked, refined, & visual cash management strategy. See your growth and track your goals.

Peak Wealth Management

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.

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Be on track for your goals & Stay on track

With personalised strategies and ongoing support, you'll achieve and maintain your financial aspirations. We're dedicated to guiding you through every step of your financial journey.

Peak Wealth Management
financial advisers

Protect Your Future with Tailored Insurance Solutions

As your life changes, your insurance needs evolve. At Peak Wealth Management, we offer comprehensive insurance plans designed to safeguard your assets and provide peace of mind. Secure your financial future today with our trusted insurance solutions, tailored to fit your unique circumstances.

Frequently Asked Questions

What Do You Mean by Insurance in Wealth Management?

As financial advisors at Peak Wealth Management, when we talk about insurance, we refer to a strategic tool that provides financial protection against unforeseen events. Insurance helps mitigate the risk of significant financial loss due to accidents, illnesses, property damage, or other unexpected circumstances. It offers peace of mind by ensuring that you and your loved ones are financially secure in times of crisis.

What is the Purpose of Insurance for Financial Security?

The primary purpose of insurance, as guided by Peak Wealth Management advisors, is to provide a safety net that protects your financial well-being. Insurance policies are designed to cover potential losses, ensuring that you or your beneficiaries receive financial support when it’s needed most. This helps maintain your financial stability and security, allowing you to focus on your financial goals and future without the constant worry of potential financial setbacks.

Why is it Important to Have Life Insurance in Financial Planning?

As advisors, we emphasise the importance of life insurance because it provides essential financial security for your loved ones in the event of your untimely passing. Life insurance ensures that your family can maintain their standard of living, cover daily expenses, pay off debts, and secure their future even when you are no longer there to provide for them. It is a vital part of comprehensive financial planning and demonstrates your commitment to the well-being of those you care about, as guided by a financial planner.

How Insurance Works as an Investment Strategy

We provide investment advice to help you create personalised strategies that address your complex financial needs. When you purchase an insurance policy, you pay regular premiums to the insurance provider. In return, the insurer agrees to compensate you for specific types of loss or damage as outlined in the policy. This arrangement allows you to transfer the financial burden of unexpected events to the insurer, ensuring you receive the necessary support when you need it most.

Which Insurance is Best for Achieving Financial Goals?

Determining the best insurance depends on your unique needs and financial situation, including considerations of asset allocation and diversification. We tailor our recommendations to each client’s specific circumstances. For some, life insurance may be the most critical due to dependents relying on their income. For others, health insurance might be paramount to cover medical expenses. Property insurance is essential for homeowners to protect their valuable assets. Our advisors work with you to evaluate your needs and suggest the best insurance solutions to

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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