Key Alliances

The Peak Partnership recognises the benefits for clients in developing key alliances with financial services partners. For those professional services outside our scope, we have close relationships with practitioners in a number of legal and related business and financing areas.

Our primary alliance is with Professional Investment Services Pty Ltd (PIS), Australia’s largest financial planning group*. All our financial planning staff are Authorised Representatives of Professional Investment Services, ensuring our clients receive the highest standard in wealth creation advice and access to a vast array of wealth management strategies.

* IFA and Money Management Magazines’ Top 100 Dealer Survey 2006 and 2007.

Click here to download a copy of the Professional Investment Services Financial Services Guide and Privacy Policy.

Click here to download a copy of the Professional Invesment Services Complaints Procedure.

Financial planning services are offered through Authorised Representatives of Professional Investment Services Pty Ltd. AFSL No. 234951. ABN 11 074 608 558.