Services

Financial Planning

Financial Planning

peakpartnership contact-us

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:

  1. Discovery
  2. Strategy Development
  3. Our Advice and Your Plan (recommendations)
  4. Implementation
  5. 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.


About our Advisors

About our Advisors

Real professionals ready to help you.

Our Financial & Risk Insurance Advisors 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.

Click here for the Professional Investment Services Privacy Policy.

Click here for the Professional Investment Services Financial Services Guide.

Click here for the Professional Investment Services Complaints Procedure.


Your Financial Plan

Your Financial Plan

Download our DISCOVER YOUR FINANCIAL PEAK brochure 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 meets your current situation and end goals, beginning with a thorough discovery meeting to understand what’s really important to you.

To find out more, you can download our DISCOVER YOUR FINANCIAL PEAK brochure here.

A key part of our role is to make sure your goals are realistic and achievable, as well as keeping you motivated and on-track to achieve your financial and lifestyle expectations in retirement. So to help you maintain momentum, we have three ongoing service options available – also matched to your current stage of life.



                                          

Wealth Design & Protection

Road to Retirement Wealth

Wealth Management & Retiree

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 Advisors will get back to you.

HOW CAN WE HELP?


Get in touch today...