Empowering your financial journey, one connection at a time.
Our Vision
Peer Wealth aspires to empower individuals and families to achieve financial clarity, security, and a balanced life through a holistic financial ecosystem. We believe in collaboration, integrity, and fostering meaningful partnerships to guide you towards financial success.
Our Expertise
We offer a comprehensive range of services designed to provide you with holistic financial support across all aspects of your financial journey. These include:
Tax & Accounting
- Comprehensive tax planning and compliance services for individuals and businesses.
- Accounting services using leading cloud-based software for optimal efficiency and transparency.
Home & Mortgage Solutions
- Expert guidance on navigating the process of buying a home or investment property.
- Mortgage broking services to secure competitive rates and suitable loan options.
Wealth Management & Planning
- Personalized retirement planning and investment strategies.
- Business advisory services to optimize your financial structure and operations.
Financial Protection & Insurance
- Comprehensive review and management of your personal insurance needs.
- Assistance with self-managed superannuation funds.
Our Team
Peer Wealth comprises a team of experienced and passionate professionals across various financial disciplines, including:
- Certified Practicing Accountants (CPAs)
- Financial Advisers
- Mortgage Brokers
- Business Consultants
- SMSF Specialists
What Sets Us Apart
- Holistic Approach: We view your finances as interconnected and work to address them in a comprehensive and personalized manner.
- Family-Owned Values: Our family-owned business operates on values of integrity, commitment, accountability, excellence, teamwork, and balance.
- Evolving Support: We continuously refine our services to adapt to your changing needs and goals.
Join us on your financial journey
At Peer Wealth, we believe in building lasting relationships and working alongside our clients every step of the way. Contact us today to explore how we can support you in achieving your financial goals and securing your financial future.
Peer Wealth Reviews
Mixed Experiences
Peer Wealth's service has had a mixed impact on clients, with several reviewers having a negative experience, while others have had a positive one.
Accounting Issues and Complaints
Simon Smith, a disgruntled client, left a scathing review, stating that Peer Wealth's incompetence cost him over $59,000 in tax and $8000 in new accountant fees. He highlighted the firm's mistakes in filing his trust and company tax returns and the accountant's refusal to take responsibility. He also mentioned that the firm wanted to charge him to redo the tax returns they had incorrectly done for the past 10 years.
Positive Reviews
However, several reviewers had a more positive experience with Peer Wealth. They praised the firm's professionalism, responsiveness, and quality of service. Many reviewers mentioned that the team at Peer Wealth was knowledgeable, friendly, and helpful. Some highlighted the firm's ability to simplify accounting processes and ensure compliance.
What Went Wrong
It is clear that Peer Wealth's accounting mistakes and refusal to take responsibility for them have caused significant harm to one of their clients.
What Went Right
On the other hand, several clients have appreciated Peer Wealth's professionalism, responsiveness, and quality of service.
