Brand profile · Financial Services

Wealth Peak Financial Advice

Wealth Peak Financial Advice works in Financial Services, out of North Sydney, New South Wales. Privately held, at wealthpeak.com.au. It holds one address on record, all in Australia. It employs 4 people, on the record. It lists investment strategies, smsf and financial advice among its specialties. One Australian registration (ABN) is a confirmed match. The record links six similar brands, most of them in Financial Services.

wealthpeak.com.au LinkedIn

Profile live Privately Held Founded 2016 1 entity ABN 1 office country
Registry verified · ABR
Counted staff
4
self-reported 2–10 band
Founded
2016
10 years
Legal entities
1
ABR
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Legal entity

1 brand → 1 confirmed entity

  • WEALTH PEAK FINANCIAL ADVICE PTY LTD

    ABN24615007326

    NSWHigh confidenceMatched on exact nameABR

Legal entities

Wealth Peak Financial Advice: 1 registry entityWealth Peak Financial Advice is linked to 1 registry entity: WEALTH PEAK FINANCIAL ADVICE PTY LTD (ABN 24615007326, candidate).Wealth Peak Financial AdviceWEALTH PEAK FINANCIALADVICE PTY LTDABN 24615007326Candidate · High confidence
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WEALTH PEAK FINANCIAL ADVICE PTY LTDABN 24615007326
Confirmed matches0 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

Helping You Take Control of Your Financial Future

At Wealth Peak Financial Advice, we understand that managing wealth can feel overwhelming. Complex financial decisions around investments, tax strategies, retirement, and estate planning often leave individuals uncertain about the best path forward.

We’re here to change that.

We provide tailored financial advice designed to simplify the complexities and empower you to achieve your financial goals with confidence. Whether you’re building wealth, protecting assets, or planning for retirement, we are your trusted partner every step of the way.

Here’s how we help:

✅ Investment Advice: Maximise returns with a strategy tailored to your goals and risk tolerance.

✅ Tax Planning: Optimise your finances and minimise tax obligations.

✅ Retirement Planning: Ensure a comfortable and secure retirement with a well-structured plan.

✅ Estate Planning: Protect and pass on your wealth with expert guidance.

✅ Social Security Advice: Navigate the system to make the most of your entitlements.

Why Wealth Peak?

✔️ Personalised Service: We take the time to understand your unique goals and challenges.

✔️ Bespoke Solutions: Every plan is custom-built to suit your financial journey.

✔️ Long-Term Partnership: We’re with you at every milestone, providing guidance and clarity.

At Wealth Peak, our mission is to empower you with the tools, confidence, and expertise to reach your financial peak.

Let’s simplify the complex and secure your financial future—together.

Specialties

All 12 specialties
  • Financial Planning
  • Financial Advice
  • Investment Advice
  • Estate Planning
  • Cash Flow Management
  • Investment Strategies
  • Tax Strategies
  • Property
  • Wealth Protection Needs
  • Superannuation
  • Retirement Planning
  • SMSF

Related specialties

Locations

Australiaprimary

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
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Countries1
Primary countryAU

All codes: AU

Addresses

  • AU53 Walker St; Suite 704; North Sydney, New South Wales 2060Primary

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Spending power

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Signals & hiring

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Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

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People & contacts

1 employee profiles on record · names withheld.

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FAQ

Which legal entity operates under Wealth Peak Financial Advice?

One New South Wales entity on the ABR: WEALTH PEAK FINANCIAL ADVICE PTY LTD (ABN 24 615 007 326), high confidence.

How many people work at Wealth Peak Financial Advice?

4 counted staff profiles at January 2026, inside the self-reported 2–10 band.

Where does Wealth Peak Financial Advice have offices?

One address on record, Australia only. Primary: 53 Walker St, Suite 704, North Sydney, New South Wales 2060.

Has Wealth Peak Financial Advice raised funding?

None linked to this brand.

What does Wealth Peak Financial Advice list as its specialties?

12 tags on the brand's own list, among them investment strategies, smsf and financial advice.

Which companies are listed alongside Wealth Peak Financial Advice?

Six peer profiles on record: Forest Wealth and Middleton Financial Planning.

What is Wealth Peak Financial Advice's website?

wealthpeak.com.au