Peer Wealth is a privately owned financial planning and wealth management firm based in Sydney, Australia. The company operates on a client-first philosophy, aiming to provide holistic and tailored financial advice to help clients achieve their financial goals. Its services cover a wide spectrum of financial planning, including investment strategies, superannuation and Self-Managed Super Funds (SMSF), retirement planning, insurance and personal risk protection, and estate planning. Peer Wealth Pty Ltd is a Corporate Authorised Representative of Lifespan Financial Planning Pty Ltd.

Founded in

Australia