Make smarter investment decisions with investment advice
Expert Guidance to Grow and Protect Your Wealth: Tailored Investment Strategies for Your Financial Success.
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Empower Your Financial Future
Achieve Your Financial Goals with Investment Advice
Discover how expert investment advice can help you achieve financial success. Our personalised strategies and ongoing support ensure your portfolio thrives in todays market conditions.
Personalised Investment Strategies
Tailored plans designed to match your unique financial goals and risk tolerance. Our experts analyse your financial situation to create a customized strategy that maximises your investment potential.
Don't put all your eggs in one basket
Minimise risks and maximise returns with a well-balanced investment portfolio for Peak Wealth Management Diversified Portfolio Management. We ensure your assets are allocated across various classes to provide stability and growth.
Expert Market Insights
Stay informed with professional advice and timely market updates. Our advisers provide you with the latest market trends and insights to help you make informed investment decisions.
Ongoing Portfolio Monitoring
Regular reviews and adjustments to keep your investments aligned with your financial objectives. We continuously monitor your portfolio’s performance, making necessary adjustments to stay on track with your goals.
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 is investment advice?
Investment advice involves guidance and recommendations provided by financial experts to help you make informed decisions about where and how to invest your money to achieve your financial goals.
Why should I seek investment advice?
Seeking investment advice can help you navigate the complexities of the financial markets, diversify your portfolio, minimise risks, and maximise returns based on your individual goals and risk tolerance.
How do I know if an investment adviser is qualified?
Look for advisers who are certified, have relevant experience, and come highly recommended. Checking their credentials, such as CFP (Certified Financial Planner).
How often should I meet with my investment adviser?
It’s recommended to meet with your investment adviser at least once a year to review your portfolio and financial goals. However, more frequent meetings may be beneficial, especially during significant market changes or life events.
What should I expect during a consultation with an investment adviser?
During a consultation, you can expect a review of your current financial situation, discussion of your financial goals, risk tolerance assessment, and development of a personalized investment strategy. The adviser will also answer any questions you have and provide ongoing support.
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.