Do you want peace of mind that you can have the ability to enjoy the lifestyle and retirement you desire?
Do you want peace of mind that you can have the ability to enjoy the lifestyle and retirement you desire?
Do you want peace of mind that you can have the ability to enjoy the lifestyle and retirement you desire?
Our Approach
At Peak Advice, we take the time to get to know your motivations and values to develop an outcome focused strategy to create the life you desire. We want to help you find balance between creating wealth, integrating your lifestyle, and planning for retirement.
1. Rethink.
After gaining a deeper understanding of your financial life and goals, we develop a tailored strategy that aligns with your life. We take into consideration what money means to you and what your dream lifestyle and retirement would look like. Our expert advice will ensure that nothing is missed.
2. Reshape.
We create a practical plan to transform your financial health to an optimal level where your money is working for you.
Throughout this time, we consistently review and revise your wealth management strategy to ensure that it reflects what is most important to both present and future you.
3. Retire.
After a lifetime of working towards your goals, feeling in control and reassured about your future means the world. Our focus is to put you on track for a comfortable retirement where you can reap the rewards of all your hard work and enjoy a meaningful life.
How It Works
1. Complimentary Consultation
Your introduction call is "at our cost"
The purpose of the introduction call, is to explain our services, advice process, determine if we can assist you, costs, etc. Your initial consultation is General Information only and any personal advice must be provided to you in writing (via a Statement of Advice (SoA). Once we have determined the complexity of advice required, we will confirm and agree the applicable advice fee.
2. Initial Consultation
Cost - $880 *
40 to 60 mins.
The purpose of the initial consultation is to discuss your relevant needs and determine how we can add value and assist you to achieve your financial goals and objectives. Once again, your initial consultation is General Information only and any personal advice must be provided to you in writing (via a Statement of Advice (SoA). A fee will be charged for the production of this advice document which will be confirmed and agreed once the scope and complexity of your situation has been identified.
* If you proceed to receive personal advice, this fee will be rebated against the Statement of Advice Fee.
3. Producing your Plan
Advice and guidance
With your long-term goals in mind, we’ll research and produce your financial plan that is tailored to you. Backed by an abundance of knowledge and experience, the Statement of Advice will include the advice, the basis on which it is given, details of your financial plan, products, comparisons, projections, risks and any fees and commissions.
Refer to my Adviser Profile for the current Fee Schedule.
4. Implementation and Review
Taking action
Once your plan ticks all your boxes, we begin the implementation process. We’ll help you get your finances in order and feel confident in making informed financial decisions for your future. We believe in sharing our knowledge, educating and empowering our clients to take an active role in creating and maintaining long term wealth.
We’re here to support you. As per our Ongoing Service Agreement, we will review your financial plan regularly to ensure that you’re on track to achieve your goals. This will act as a perfect opportunity to update you on any changes to legislation, economic events and how they may impact your wealth management strategy. We’re on your team.
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