Peer Wealth 39 East Esplanade, Manly, New South Wales 2095
About the Business
Welcome to Peer Wealth, a leading institution in accounting, finance, and insurance services located at 39 East Esplanade in Manly, Australia. At Peer Wealth, we pride ourselves on managing our clients' diverse needs and maximizing their tax benefits. Our team of professionals, including accountants, financial advisers, mortgage brokers, business consultants, and SMSF specialists, work together to provide a holistic approach to your financial journey.
As a family-owned business, Peer Wealth is deeply rooted in the values and culture of the Atkinson family. We operate within our 5 Points of Culture, which prioritize meaningful partnerships and a commitment to our mission, values, rules, and the success of our clients. We take responsibility for our actions and outcomes, ensuring that our clients always feel comfortable dealing with us.
We believe in delivering exceptional quality that adds long-term value to all involved. We understand the importance of teamwork and its role in delivering our services efficiently. Our approach to life is balanced, recognizing that spiritual, social, physical, and family aspects are just as important as financial and intellectual aspects.
At Peer Wealth, we understand that financial success is a journey, not a destination. Whether you're starting a business or planning for retirement, our team of experts is here to help you reach your financial goals. We provide a holistic approach that takes into account all aspects of your financial life.
If you're thinking of subdividing or considering succession planning for your business, we can guide you through the tax implications and pitfalls of these processes. We have office locations in Manly and Forster, ensuring accessibility for our clients.
Please note that Peer Wealth Pty Ltd is a Corporate Authorised Representative of Futuro Financial Services Pty Ltd, an Australian Financial Services Licensee. This website contains general advice, and it is important to consider your objectives, financial situation, and particular needs with your financial planner or adviser before making any investment decisions.
We look forward to starting your journey to holistic financial support at Peer Wealth. Get in touch with us today by filling out our enquiry form.
Photos
Location & Phone number
39 East Esplanade, Manly, New South Wales 2095, Australia
Hours open
Monday:
08:30 - 17:30
Tuesday:
08:30 - 17:30
Wednesday:
08:30 - 17:30
Thursday:
08:30 - 17:30
Friday:
08:30 - 17:30
Saturday:
Closed
Sunday:
Closed
Reviews
"A great professional accountancy service. I’m very impressed with Michael and the team at Peer Wealth. The staff are friendly and knowledgeable and make the whole process stress free. They always provide amazing clear to understand advice and are happy to help and go that extra mile . Highly recommended!"
"We have been working with Peer Wealth for 6 years for all our personal & business accounting. We also use Tom as our mortgage broker. They have been fantastic at simplifying our accounting processes whilst ensuring we're compliant. They genuinely have the best interest of the business at heart and will go above and beyond to make sure our needs are met. The ability to have our accountants and mortgage broker in one place has also saved us huge amounts of time. Would highly recommed Peer Wealth."
"We have been trusting the Peer Wealth team both with our business and personal accounts for many years now. They offer a large spectrum of professional services and they go above and beyond to assist us in any way they can and then some! Cannot recommended them more."
"Michael has amazing for me and my finances. We i moved over from another accountant he picked up on something that benefited me greatly. His so knowledgeable, professional and helpful. I couldn't recommend him highly enough."
"I have used Peer Wealth service both in my businesses and personal matters. Mick, Tom and Bill have always provided a smart, practical and efficient service. I would be happy to recommend."
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