Life happens.
Insurances have your back.
Financial security to ensure peace of mind for you and your family with insurances to cater to your specific needs.
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Expert Guidance and Support
Personalised Insurance Reccomendations
RECENT AWARDS
Safer Tomorrow
Tailored Insurance Solutions Evaluated For Your Needs
Protect your assets, provide financial security, and ensure peace of mind for you and your family.
Personalised Coverage Plans
Develop customised insurance plans tailored to your specific needs and circumstances, ensuring comprehensive protection.
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.
Health Insurance
Protect yourself and your family from unexpected medical expenses with our comprehensive health insurance plans.
Income Protection
Protect your income and maintain your lifestyle with our comprehensive income protection plans, ensuring you and your family are covered in case of unexpected loss of earnings.
Property Insurance
Safeguard your home and valuable assets with our property insurance solutions, offering coverage against a wide range of risks.
Not sure what insurances you need?
Book a chat. First call’s on us.
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
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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Looking to make your future start today but aren't ready for an adviser? Explore our resources available here.