For us ADVICE. CLARITY. DIRECTION. is a five-step process that engages you with our Financial Advisers at every stage.
We know that long-term financial independence doesn’t happen by chance – it happens by intent, discipline and the right advice. It happens by Wealth Design at The Peak Partnership.
These steps are:
- Discovery Meeting
- Strategy Development
- Our advice and your Personal Financial Plan
- Implementing your Financial Plan
- Ongoing service review of your Financial Plan
Our role is to guide you through your financial journey, helping you build and secure your long-term financial wellbeing. Our aim is that our services clearly identify what’s important to you, aligning your financial decisions with the lifestyle you want, and inspiring you to do what it takes to have that life.
Our services include:
- Personal wealth creation strategies
- Personal wealth protection insurance strategies: Life, Total and Permanent Disability, Income Protection and Trauma Cover
- Retirement planning strategies
- Superannuation and Self-Managed Superannuation Fund (SMSF) strategies
- Estate Planning and Succession Planning coordination
- Centrelink benefits advice
To help you stay on track, we'll have regular progress meetings with you to fine-tune your plan when necessary.