About

About

peakpartnership contact-us

A CONFESSION

No, we don’t do everything at The Peak Partnership. But what we do – and we do a lot – we do very well.

We’re brilliant at business advice, especially for SME live wires.

We’re great at accounting and tax, always there to help you figure it all out.

We’re fanatical about financial planning, helping you make the most of your hard-earned today and tomorrow.

We’re superb at superannuation, especially helping you take control with your own self-managed super fund.

We’re wise about wealth protection, showing you how to take care of what’s important to you.

As masters of cloud accounting and tech, we know what works best for you.


The Peak Purpose

The Peak Purpose

Why do our people come to work every day?

Ultimately, it’s to help make you and your business even better financially.

It’s all about ADVICE. CLARITY. DIRECTION.

OUR PROMISE

Everything we do at The Peak Partnership is underpinned by our desire to earn your trust and endorsement as professional advisors. Delivering on what we say we’ll do is everything to us. Here’s what you can expect from us as your advisors:

  • Honesty, integrity and openness in all our dealings. Simple and easy to understand explanations.
  • A coordinated and targeted approach to all your business and personal financial matters.
  • Fees that are fairly-priced for the time and complexity of work involved, as well as the correct level of expertise assigned to your work.
  • In our profession, knowledge is vital – our staff are committed to regular professional development to keep up with industry and legislative changes.
  • You’ll get a response to your enquiries the next business day or sooner.
  • We will answer your phone call as quickly as possible. If the person you want to speak with isn’t available, we’ll make sure you get a return call within 4 hours.

OUR VISION

Our vision is to be your first point of contact for all your financial and business solutions, delivered through our holistic understanding of your immediate and long-term financial goals and our breadth of in-house expertise and financial services.

OUR VALUES

The Peak Partnership logo has four outer points, representing our Peak Principles of service excellence. These are what our people strive for every day as we support our clients.

PROFESSIONALISM

We work hard to be a trusted business partner for each and every client, by demonstrating ethical and professional standards, pursuing excellence in everything we do and complying with or exceeding all industry expectations.

INNOVATION

We continually strive to remain at the forefront of financial industry knowledge and technology, ensuring our clients benefit from the resulting opportunities and advancements.

PERFORMANCE

To deliver superior service and financial solutions, we commit to offer our clients a holistic approach to financial services and advice, delivered through qualified and experienced professionals.

TEAMWORK

With teamwork as the foundation, we aim to be an integral partner in our clients’ personal and business financial success, bringing our clients and the Peak Partnership mutual rewards.

INSPIRING PERFORMANCE

Inspiring Performance is ultimately what we stand for and through our efforts every day, we think we deliver just that. Our ADVICE. CLARITY. DIRECTION. does the same for our clients – inspiring them to even greater achievement themselves.


Our People

Our People

Five directors lead the way at The Peak

Always happy to share their wisdom with you and our intrepid staff – that way, everyone becomes more informed.

Our directors are supported by a team of industry-specific professionals who manage our financial services divisions – Financial Planning (we call it Wealth Design), Wealth Protection, Superannuation, and Debt Recovery and Management.

To find out more about the people in our leadership team, click on an image below.


Careers

Careers

ADVICE. CLARITY. DIRECTION.
IT'S NOT just for our clients.

we want our staff to realise their full potential TOo.

That means giving them the tools and support they need to be the best they can be. Here you can find out what makes us a preferred employer, as well as the latest talent we’re looking for to join The Peak.

PREFERRED EMPLOYER

While we have the highest professional expectations of our team, we actively promote a healthy balance between work and life outside the office. Employee benefits include:

  • The Peak Partnership's 12 Steps to Partnership – a clearly-defined and documented career progression programme;
  • Employee Assistance Programme – confidential professional counselling for employees and their immediate family members at no cost;
  • Employee Health Plan, offering discounted health insurance premiums through a major national private health fund;
  • Loyalty-based (continuous years of service) financial rewards; and
  • Employee discounts on our full range of in-house internal financial services.

And with the close connection between our senior people and office staff, mentoring is an integral part of the learning environment at The Peak Partnership. Our mentoring and study assistance programmes are designed to produce tertiary-qualified and skilled professionals who want to contribute towards The Peak Partnership's success.

We believe an individual’s personal commitment to higher education deserves our commitment to support their endeavours. Employees who undertake tertiary studies in accounting or a related business course; or the Chartered Accountant’s (CA) or Certified Practicing Accountant’s (CPA) programmes, are supported through financial assistance and study leave.

RECRUITMENT OFFICE (VACANCIES)

We’re always interested in speaking with genuine, committed and talented people for positions at The Peak Partnership. See if there's a career opportunity for you right now, and feel free to send us your resume.


Connections

Connections

With the increasing fusion of face-to-face and digital interaction, having trusted and reliable connections is more important than ever.

At The Peak, we work with alliance partners we know can add value to our own knowledge and expertise.

We’re connected with:

CHARTERED ACCOUNTANTS ANZ

The Chartered Accountants logo is the ultimate mark of integrity for our profession. Through our membership of and accreditation with Chartered Accountants Australia and New Zealand, The Peak Partnership and our staff meet the highest professional and ethical standards.

PROFESSIONAL INVESTMENT SERVICES

Since 1992, Professional Investment Services has been our financial planning and risk insurance partner.

All our financial planning staff are Authorised Representatives of Professional Investment Services, so you’ll get the highest standard in wealth creation and asset protection advice, as well as access to a vast array of wealth management strategies and research through one of Australia’s largest financial planning groups.

MYOB

As a MYOB Approved Partner, The Peak Partnership can guide you through everything MYOB – whether it’s a desktop or online accounting solution, single or multi-user access, as well as installation and set-up of your software. If it’s MYOB, we’ll have the answers.

XERO

The Peak Partnership is a Xero Certified Gold Partner, so we can help you make the move to the right Xero cloud accounting software solution for your business.

PROFESSIONAL SERVICES PARTNERS

Great often happens through collaboration.

We recognise the benefits for our clients in developing key alliances with quality financial services partners – legal practitioners, human resource specialists, technology and digital media strategists, and more. One thing is at the top of our scorecard for our network of professional consultants – TRUST – so you’ll know you’re getting pre-qualified expertise.


Community

Community

Giving back is important to us.

We believe in supporting those people who don't always enjoy the same life opportunities that many of us do, particularly young people and the disadvantaged, and many of our staff actively contribute towards The Peak’s charitable fundraising initiatives on a regular basis.

Our key community partners are: 

Act for Kids

Our flagship community partner is Act for Kids - a great Australian charity that champions the protection, prevention and treatment of children who suffer abuse and neglect. Act for Kids' vision is to strive for zero child abuse, through key programmes including: 

  • therapy for abused or at-risk children and families;
  • education for people working with children and the kids themselves;
  • research on important child protection issues; and
  • advocacy on behalf of kids everywhere.

The Peak Partnership's commitment to Act for Kids has included pro-bono accounting services, financial donations and strategic business advice. We've also been a sponsorship partner of their numerous charity events.

John Eales (our Senior Director) served as a Board Member and Honorary Treasurer of Act for Kids from 1992 to 2014 – and he still sits on the Abused Child Foundation Limited and YouThrive Pty Ltd Boards.

Link Vision

The Peak Partnership supports Link Vision (formerly Aid for the Blind Qld Inc).

Link Vision provides accommodation and education for the visually-impaired, with 6 retail stores throughout the greater Brisbane area. Link Vision also works with other blind and disabled associations to realise the best outcomes for visually-impaired people, through research and the subsequent improvement of services and facilities for people with vision-impairment.

Cos IT Caird

In November 2009, Nicole Caird contracted meningitis/encephalitis (HSE) which travelled rapidly and infected her brain. HSE is a truly debilitating disease, severely affecting Nicole’s memory retention. While some sufferers make a full or partial recovery, Nicole has not been so fortunate.

After months in hospital fighting off the virus, her brain was left with significant damage to the area that looks after memory, wiping clear her long-term visual memory, with the exception of close family and friends. The greatest impact though is not lost memories it is that it has left Nicole with a current memory retention span of less than one minute.

As Nicole is a former employee of The Peak Partnership, we felt privileged to become involved right from the start – to help Nicole, husband Brad and their two children with the financial burden associated with HSE.

As Brad has always worked in the IT profession, the Queensland IT community rallied together and, in 2010, hosted the inaugural Cos IT Caird lunch – raising $65,000 for the Caird family.

To date, Cos IT Caird has raised more than $300,000 for Queenslanders in need and Damian Knoblanche is Honorary Treasurer of this terrific charity.

Easts Junior Rugby League Club

Maintaining our community focus on youth, The Peak Partnership has been a supporter of Easts Junior Rugby League Club since 2011.

As a stalwart of East’s Rugby League Club, John Eales is a firm believer that junior sport is a catalyst for character and camaraderie. A fixture in the Tigers’ premiership first grade teams of the 1970s, John is a former Rothman’s Medal (Best and Fairest) winner and a member of the club’s 75th Anniversary Team.

As part of our support, all junior players at Easts wear The Peak Partnership logo on their training shirts.

HOW CAN WE HELP?


Get in touch today...