Financial Advisers helping you live the life you want
Peak Wealth Management Financial advisers helping you consistently make smarter money decisions.
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RECENT AWARDS
Take control of your finances
Financial advisers helping you clearly know what you are on track for financially and understanding the pro’s and con’s of decisions you make for you and your family.
Know what to do with your money
Wealth management advisers providing professional and personalised financial advice that will help you reach goals that are important to you.
Strategise investments
Financial planning to strategise your investments with investments in various asset classes for different life stages. We guide you through a holistic, comprehensive and thorough financial plan to accelerate your personal version of financial success
Leverage property advice
Get insights about property and asset advice to give yourself more knowledge before purchasing your next property and structuring your assets.
Tracking assets and cash flow with a visual cash management strategy.
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.
Services
Wealth management & financial advice
Financial Planning
Clearly know what you’re on track for financially and understand the decisions you make for yourself & your family. Learn more
Wealth Management
Tax minimisation through strategic asset structuring whilst building investments in diverse asset classes. Learn more
Insurances
Personal Insurance designed to protect you and your family in a variety of scenarios. Learn more
Budgeting Plan & Cash Flow
Personal budgeting plan and cash flow management with tracked, refined, & visual cash management strategy. Learn more
Superannuation Advice (Incl. Self Managed Superannuation Fund)
Complete review of your most tax effective asset to ensure it is working hard for you in line with your overall plan. Effective tax & retirement planning. Learn more
Tax Minimisation Planning
Minimising your tax bills by structuring your assets in the most efficient way. Learn more
Investment Advice
Personal investment plan built in line with your goals, risk profile, timeframes and product selection. Learn more
Property Advice
Full scope property advice from a cash flow, tax and debt structuring, tying in with your overall strategy. Learn more
Retirement Planning
Our retirement planning services are designed to help you achieve financial security and peace of mind in your golden years. Learn more
Financial Planning
Make intentional decisions that contribute to your success. Understand how your future looks from todays choices. Learn more
Wealth Coach
Sydney Wealth Coach Experts. Qualified financial advice and guidance. Get personalised guidance to achieve your goals. Learn more
Online Wealth Portal
Your Wealth Portal tracks all your finances in one place. Income, insurances, assets, financial goals & more. Learn more
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.
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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"
