Services

Financial Planning

Financial Planning

peakpartnership contact-us

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:

  1. Discovery Meeting
  2. Strategy Development
  3. Our advice and your Personal Financial Plan
  4. Implementing your Financial Plan
  5. 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.


Your Financial Plan

Your Financial Plan

ADVICE. CLARITY. DIRECTION. It Starts here.

It’s never too late to start on your own road to financial security, and The Peak Partnership can support you – whatever stage you’re at.

We take a simple five-step approach towards creating and maintaining a financial plan that takes into account your current situation and end goals, beginning with a thorough discovery meeting to understand your financial and lifestyle ambitions.

To find out more, you can download our brochure here.

Wealth Design Brochure

If you want to start with a free, no obligation chat about starting your own financial plan, you can contact us here and one of our Financial & Risk Insurance Advisers will get back to you.


About our Advisers

About our Advisers

Real professionals ready to help you.

Our Financial & Risk Insurance Advisers can provide financial services as Authorised Representatives of Professional Investment Services Pty Ltd ABN 11 074 608 558, an Australian Financial Service Licence holder (No 234951).

The benefits for you are highly-qualified advice, as well as the backing of one of Australia’s largest financial planning groups.

Find out more about Pat Kelly.

Find out more about Will Pham.

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Click here for the Professional Investment Services Financial Services Guide.

Click here for the Professional Investment Services Complaints Procedure.

HOW CAN WE HELP?


Get in touch today...