Peer Wealth combines the diverse skills & knowledge of several professionals to produce the best outcome for their clients. Peer Wealth makes it easy to ensure you have a protection plan in place that is relevant to you and your families needs. At Peer Wealth, we have an abundance of experience & knowledge to help you with retirement planning, wealth creation, risk protection.

We can help you decide whether an SMSF is right for you, we can do the inital set up and help with ongoing compliance & annual taxation. The 9 Pillars to Financial Health is a process that ensures that as move through life and evolve, so does your financial support. We invite you to take advantage of all Peer Wealth has to offer and watch the life of your vision take shape.

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Services

About Peer Wealth Report

Peer Wealth is a team of professionals with a vast array of skills, knowledge and experience. We come together to manage clients financial and personal needs in a holistic and meaningful experience. Peer Wealth's in house services include Tax & Accounting, Mortgage Broking, Wealth Management, Business Advisory, Self Managed Super Funds, Insurance and Auditing.

Let's talk about purchasing you're home or investment property Report

Small business tax and accounting is our specialty. Our team is experienced across a large range of industries including Construction, Hospitality, Retail, Medical, Fitness, Technology, Real Estate, Financial Services and Marketing. We pride ourselves for delivering a value adding service to businesses, ensuring tax benefits are maximised.

PW in the media Report

Peer Wealth is a finalist at the Australian Small Business Champion Awards at The Star Sydney. We have been selected in the Accounting Services category. We are very excited and proud to be selected from the best of the best around Australia. It should be a great night celebrating small businesses around Australia.

Insurance Report

At Peer Wealth, we have an abundance of experience and are constantly looking at protecting our client's wealth. Being an all-advice business means we are not aligned with any insurance products. Peer Wealth makes it easy to ensure you have a protection plan in place that is relevant to you and your families needs.

Smsf Report

Due to their excellent benefits Self Managed Super Fund's are very much the trend for holding retirement savings. Over 1 million Australians have switched from Retail or Industry Fund to SMSF. However an SMSF is not right for everyone, there are important factors to consider. Allows you to own your business' real property (but not operating assets) in the super fund, assisting funding and cashflow problems for many businesses.

Reviews (9)

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Carlien Parahi

Oct 23, 2021

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We have been working with Peer Wealth for 6 years for all our personal & business accounting. We also use Tom as our mortgage broker. They have been fantastic at simplifying our accounting processes whilst ensuring we're compliant. They genuinely have the best interest of the business at heart and will go above and beyond to make sure our needs are met. The ability to have our accountants and mortgage broker in one place has also saved us huge amounts of time. Would highly recommed Peer Wealth.

Jack Warfield

Oct 22, 2021

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Positive: Professionalism, Quality, Responsiveness, Value
I have been with Michael and Peer Wealth for over 10 years and have recommended him to others because I believe he is the best at what he does.

Victoria Morish

Oct 07, 2021

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I’ve been with Peer Wealth for a number of years now and have found Michael and Tom to be very professional and helpful in matters of finance.
I highly recommend them and their team.
Victoria Morish

Benjamin Hodge

Oct 06, 2021

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Positive: Professionalism, Quality, Responsiveness, Value
A great professional accountancy service. I’m very impressed with Michael and the team at Peer Wealth. The staff are friendly and knowledgeable and make the whole process stress free. They always provide amazing clear to understand advice and are happy to help and go that extra mile . Highly recommended!

David Porteous

Aug 20, 2021

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Positive: Professionalism, Quality, Responsiveness, Value
An outstanding, professional and friendly team who take the time to understand your personal or business needs, pressures and future plans. They work with you to drive the best possible solutions and most importantly, get the job done.

Colin McDougall

Aug 17, 2021

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Positive: Professionalism, Quality, Responsiveness, Value
I find that Peer Wealth offer a comprehensive financial service that encompasses accounting, loan brokerage and superannuation services, all of which I have used over the years, with great effect.

Jonathon Allara

Aug 15, 2021

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I have used Peer Wealth service both in my businesses and personal matters. Mick, Tom and Bill have always provided a smart, practical and efficient service. I would be happy to recommend.

Ricky Thomas

Aug 04, 2021

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Positive: Quality, Responsiveness
When searching for a new accountant we found the team at Peer Wealth to be the most knowledgeable. The service since has been prompt, helpful and accurate.

Kim Dyer

Aug 04, 2021

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Positive: Professionalism
We have been trusting the Peer Wealth team both with our business and personal accounts for many years now. They offer a large spectrum of professional services and they go above and beyond to assist us in any way they can and then some! Cannot recommended them more.