WEALTH MANAGEMENT
Property advice giving you evaluated investments
Our experienced team provides tailored advice to help you identify, purchase, and manage high-potential properties.
Book free discovery call
Detailed evalutations
Personalised Tax Strategies
RECENT AWARDS
Invest Wisely in Real Estate
Property adviser services for cash flow planning and investment strategy
Maximise your real estate investments with guidance from Peak Wealth Management’s financial advisers.
Personalised Property Strategies
Develop customised property investment plans that align with your financial goals and risk tolerance, including a comprehensive cash flow plan.
Comprehensive Market Insights
Access in-depth market analysis and trends to identify the best investment opportunities.
Property Acquisition Guidance
What you don’t know is often what hurts you. Run through situational analysis for investments when purchasing properties. Become well informed of your purchasing decision, along with the impacts on your short and long term future.
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
Why Property Investment for Positive Cash Flow
Property investment can also generate positive cash flow, ensuring you have more income than expenses. We highlight the benefits, including potential for capital growth, rental income, and tax advantages, which can contribute to your monthly income.
Are Property Prices Going to Drop and Affect Future Cash Flows
Predicting property price movements requires careful analysis of market trends and economic indicators. Cash flow forecasting is also essential in this process. We provide insights based on current data and trends, helping you make informed decisions. While we can’t predict the future with certainty, we offer strategies to mitigate risks and take advantage of market conditions, ensuring your future cash flows remain stable.
How to Check House Bank Value and Cash Flow Statement in Australia
To check the bank value of a house in Australia, we recommend obtaining a professional property valuation or using bank-provided valuation tools. We Also guide you through the process of getting an accurate assessment, which is crucial for securing financing, managing cash inflows, and making informed investment decisions.
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.