All your finances in one place with your online wealth portal
Track Your Finances Seamlessly: Income, Insurances, Assets, Goals & More in One Place
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Connect with Qualified Advisors
Personalised Financial Guidance
RECENT AWARDS
Empower Your Financial Future
See Your Finances Visually
Do you know how you look financially? Do you know how to see all your wealth? We have some tools to help.
All-in-One Financial Overview
Track your income, expenses, assets, and liabilities in one convenient place.
Goal Setting and Progress Tracking
Set financial goals and monitor your progress towards achieving them with real-time updates.
Qualified Advisors Support
Connect with accredited and experienced financial advisors who are committed to helping you achieve your financial goals.
Accessable Financial Plans
Receive tailored financial advice that aligns with your unique circumstances and aspirations.
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 a Wealth Portal?
A Wealth Portal is a digital platform that allows you to track and manage all your financial information in one place, including income, expenses, investments, assets, and financial goals.
How secure is my information on the Wealth Portal?
Your security is our top priority. We use advanced encryption and security protocols to ensure your financial data is protected and confidential.
Can I link multiple accounts and investment accounts?
Yes, our Wealth Portal allows you to link multiple investment accounts, giving you a comprehensive view of your finances.
How does the Wealth Portal help with financial planning?
The portal provides tools for budgeting, goal setting, and tracking your financial progress. It also offers personalized insights to help you make informed financial decisions.
Is the Wealth Portal accessible on mobile devices?
Yes, our Wealth Portal is designed to be accessible on both desktop and mobile devices, allowing you to manage your finances anytime, anywhere.
What kind of support is available if I have questions or issues?
We offer comprehensive support through our financial advisers, available via phone and email.
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.
Explore our blog
Looking to make your future start today but aren't ready for an adviser? Explore our resources available here.