Comprehensive Wealth Management Solutions

We provide personalized financial planning and investment strategies designed to help you achieve your long-term financial goals.

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RECENT AWARDS

Maximise Your Wealth, Secure Your Future

A Key Aspect of Holistic Wellness Community

We are committed to guiding you through every aspect of your financial journey, ensuring your wealth grows and is protected.

Peak Wealth Management Inclusions
Strategic Financial Planning

Develop tailored financial plans that align with your long-term goals and lifestyle.

Peak Wealth Management Inclusions
Personalised Investment Solutions

Craft customised investment portfolios designed to maximise returns and manage risks.

Peak Wealth Management Inclusions
Retirement Planning

Create a secure retirement plan to ensure financial stability and peace of mind in your golden years.

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Risk Management

Protect your assets with comprehensive risk management and insurance solutions.

CLIENT CASE STUDIES

From where you are now, to where you want to be

Peak Wealth Management

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 success?

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 our 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

Literally life-changing advice

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I’ve been working with Kristian, Andrew and the team from PeakWM since starting at my current company. They are very knowledgeable and extremely helpful at all times. In particular I appreciate the help with my super, cash flow, RSU’s and ESPP’s - having a plan for the tax bill and what to do with the assets really helped. If you are thinking about getting advice I would definitely recommend you speak with the team.
James Feng
James Feng
2. May, 2024.
Kristian and the Peak Wealth Management team have been phenomenal. Kristian is approachable and very knowledgable in the world of insurance and made everything so simple and easy. I have absolutely no hesitation in recommending Kristian and have recommended him to my family and friends who have since had an amazing experience.
Alison Accar
Alison Accar
30. April, 2024.
I’ve been a client of Kristian and the team for over 2 years now. I can easily recommend PeakWM to everyone - since starting I’m clear on what I’m targeting and on track for (I even had the Europe holiday blended into my financial planning). It was all logical from the basics of my bank account structuring, super and my insurance plan … my favourite was when it all tied into the investment workshop I wish I started earlier. Thanks kristian and the team!
Andrew Theo
Andrew Theo
30. April, 2024.
I wouldn’t hesitate to recommend Andrew for financial advice and guidance. He is always available when I reach out and using his expertise he has structured my financial advice to suit my individual circumstances. He puts aside however much time I need to ensure I have confidence in my planning and is always patient and willing to explain things in detail. Andrew’s support, knowledge and experience has made my journey to financial independence possible.
Nikki Dunnet
Nikki Dunnet
26. April, 2024.
I was referred to PeakWM by a colleague, as I wanted to diversify my investment portfolio. Andrew has been outstanding guiding us through this so far, and even has gone above and beyond to help us with setting up our financial foundations to help secure our future. He's always willing to help, explains things clearly and concicely, and is an all round nice guy. Can't recommend Andrew enough, and have already mentioned him to loads of friends and family!
Chris Gulotta
Chris Gulotta
7. February, 2024.
I was referred to Kristian and was so pleased with the help he provided. He made the process so easy and very helpful in explaining all the details. Thank you for all your support.
Sharron Mayo
Sharron Mayo
8. January, 2024.
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!
Melinda Sinclair
Melinda Sinclair
19. October, 2023.
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
Maddi Brown
Maddi Brown
15. September, 2023.
Andrew Debono and his team are vey attentive to my personal and professional financial needs, continually supporting me with building wealth and taking me through comprehensive documents and portfolio results. Their onboarding process is second to none.
Alana Chetner
Alana Chetner
10. August, 2023.
I have built a great relationship and trust with Andrew. He's extremely knowledgeable and I couldn't have my finances in safer hands.
Brendan Hackett
Brendan Hackett
7. August, 2023.

What Sets Us Apart

Discover the advantages of working with Peak Wealth Management Financial Advisers.

Peak Wealth Management

Accelerate your success

Holistic, comprehensive and thorough financial plan’s accelerate your personal version of financial success. 

Peak Wealth Management

Build investments strategically

Building Investments in various Asset Classes – asset protection, asset intent, asset tax status are key things we consider.

Peak Wealth Management

Pay less tax (legally)

Minimising your tax bills by structuring your assets in the most efficient way.

Peak Wealth Management

See it and believe it

Tracked, refined, & visual cash management strategy. See your growth and track your goals.

Peak Wealth Management

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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Be on track for your goals & Stay on track

With personalised strategies and ongoing support, you'll achieve and maintain your financial aspirations. We're dedicated to guiding you through every step of your financial journey.

Peak Wealth Management

Frequently Asked Questions

What's Wealth Management?

At Peak Wealth Management Advisors, financial management involves both strategic planning and asset management to guide your financial decisions. Financial planning is also a key component, helping to maximise earnings, protect wealth, and navigate tax legislation. We help you organize, direct, and control your financial activities, such as budgeting, investing, and managing cash flow. Our goal is to ensure that your financial resources are used effectively to achieve stability, growth, and profitability.

What Do Wealth Managers and Financial Planners Do?

We provide personalised financial services tailored to your unique needs. Our team includes Certified Financial Planners (CFP) who are highly qualified to provide comprehensive financial services. We offer investment advice, tax planning, estate planning, retirement planning, and risk management.  We will work closely with you to understand your financial goals, develop customised strategies, and provide ongoing support to help you achieve your objectives.

What is the Goal of Wealth Management in Achieving Financial Goals?

Our goal is to create personalised financial plans that align with your goals and risk tolerance. A key component of this is developing an investment strategy to optimise your investment portfolio for maximum returns. We also minimise tax liabilities and ensure efficient wealth transfer according to your wishes. Our aim is to provide you with financial security and a secure financial future for you and your family.

Is Wealth Management and Investment Management for Rich People?

We offer a broad range of wealth management services tailored to your needs. We provide expert advice to help you achieve your financial goals. While our services are particularly beneficial for high-net-worth individuals, we also offer tailored solutions for clients at different financial stages. Whether you are looking to grow, protect, or manage your wealth, our professional financial guidance is designed to help you achieve your financial goals, regardless of your starting point. It is important to verify professional credentials through the Financial Industry Regulatory Authority (FINRA) to ensure you are working with qualified investment professionals.

How has technology enhanced the financial planning experience with Sydney advisors?

Technology has improved the financial planning experience for Sydney advisors by offering digital tools, virtual consultations, and personalised communication, making financial advice more accessible and convenient for clients.

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.

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