For us ADVICE. CLARITY. DIRECTION. is a five-step process that engages you with our Financial Advisors 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:
- Strategy Development
- Our Advice and Your Plan (recommendations)
- Review and Service
We don’t believe financial planning is just a series of transactions to sell investment products. Ours is a collaborative approach to build a trusted financial relationship with you.
As the financial rewards of your investment plan evolve, we’ll regularly review your position to help you reach your own wealth milestones. Our investment solutions to help you reach those milestones include:
- Tax-effective investments;
- Personal wealth creation strategies;
- Superannuation and retirement strategies;
- Margin lending;
- Share investing;
- Managed funds; and
- Centrelink benefits consultation for eligible pension and welfare recipients.