Spending power
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Spending power
Key facts
Counted staff
3
self-reported 2–10 band
Founded
2018
8 years
Legal entities
1
ABR
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Legal entity
1 brand → 1 confirmed entity
PEAK WEALTH MANAGEMENT PTY LTD
ABN67629873552
Legal entities
Show as table · Peak Wealth Management: 1 registry entity
| PEAK WEALTH MANAGEMENT PTY LTD | ABN 67629873552 |
|---|---|
| Confirmed matches | 0 of 1 |
A candidate is a name match on the registry, not a confirmed identity, and two candidates are ambiguity rather than a corporate structure.
Description
We are Sydney based Financial Advisers that work intimately with you to make informed financial decisions in a tried, tested and organised manner for the long term.
PeakWM is a privately owned boutique financial services firm.
Our effective and efficient business structure is designed to provide each individual client with unique, detailed and quality advice. We have built our service offerings to ensure that it is in the best interest of our clients.
We understand that time is a valuable asset for all our clients, thus our aim is to make your experience as smooth as possible. We have developed strong relationships with other professionals to enhance our clients experience and provide a comprehensive service.
What we can do to help you reach the Peak!
Our business is designed to provide you with the most important commodity, 'time.'
Through our extensive knowledge and experience, our financial planning service includes the following:
- Cash flow management
- Superannuation strategies
- Personal protection strategies
- Estate planning strategies
- Tax planning
- Investment strategies (including shares, properties, managed funds and exchange traded funds)
- Asset protection
- Lending strategies
Specialties
- tax minimisation
- investment advice
- superannuation advice
- budgeting
- estate planning
- financial planning
- tax planning
- lending
- financial advice
- shares
- property advice
- equities
All 16 specialties
- Financial Advice
- Financial Planning
- Superannuation Advice
- Personal Insurance Advice
- Investment Analysis
- Investment Advice
- Cash Flow Advice
- Budgeting
- Property Advice
- Estate Planning
- Tax Minimisation
- Tax Planning
- Shares
- Equities
- Debt Strategies
- Lending
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AUSydney , NSW 2000Primary
Grid intelligence Members
Signals & hiring
Hiring, headcount and registry-change signals, streamed to members.
Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
People & contacts
3 employee profiles on record · names withheld.
Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.
Counts only. No names are stored here, and none are served.
FAQ
Which legal entity operates under Peak Wealth Management?
One New South Wales entity on the ABR. PEAK WEALTH MANAGEMENT PTY LTD (ABN 67 629 873 552), high confidence.
How many people work at Peak Wealth Management?
The record holds 3 counted staff profiles at January 2026, inside the self-reported 2–10 band.
Where does Peak Wealth Management have offices?
One address on record, Australia only. Primary: Sydney, NSW 2000.
Has Peak Wealth Management raised funding?
None linked to this brand.
What does Peak Wealth Management list as its specialties?
16 tags on the brand's own list, among them tax minimisation, investment advice and superannuation advice.
Which companies are listed alongside Peak Wealth Management?
Nine peer profiles on record: Fox & Hare Financial Advice and The Hopkins Group (Australia).