Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Peak Wealth Management, Financial planner, Level 8, 99 Elizabeth Street, Sydney.
We are Privately Owned 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.
24/03/2026
Big super changes are coming in 2026 🇦🇺💰
🔹 Super will be paid with your wages (no more waiting months)
🔹 Extra support for low-income earners
🔹 Higher taxes only for balances over $3M
👉 Most Australians will benefit, with faster payments and better long-term savings.
Source: SBS News
Want to understand how this impacts you? Head to peakwm.com.au and book an appointment to speak with a financial adviser.
19/02/2026
🎉 We’re thrilled to share that our Smarter Money Moves for 2026 feature is now live in the Mums of the Shire 2026 New Year Guide! 📘 As part of this genuinely valuable resource for local families, we walk through how you can simplify your finances — from reviewing your mortgage and improving cash flow to making tax‑smart decisions and planning confidently for long‑term goals.
As Shire locals, we know the pressures of family life and the value of having a clear, practical plan that shows where you are now, where you want to be, and the steps to get there. In support of the guide, we’re offering MOTS readers a complimentary 15‑minute Strategy Discovery Call 📞 to identify your top financial roadblocks and see if you’re on track for 2026 and beyond.
You can find the guide on the MOTS website, Facebook, Instagram and in the MOTS Community group 🙌 Head to MOTS to access the full guide here:
https://mumsoftheshire.com.au/guides/new-year-2026/
21/01/2026
Why have a financial adviser instead of doing it yourself?
DIY investing works for some people — especially when things are simple. But most financial mistakes don’t come from bad investments. They come from missed planning, poor structure, tax inefficiency, and emotional decisions.
A financial adviser looks at the whole picture: cash flow, tax strategy, super/retirement planning, risk management, and long-term goals — not just what you invest in. Tax efficiency alone can often save more than the cost of advice.
They also help protect you from common behavioural traps like panic selling, chasing trends, or sitting in cash too long. Even disciplined people struggle when markets get volatile — an adviser acts as a circuit breaker.
Most importantly, advisers improve ex*****on. Good plans fail without follow-through. An adviser keeps things moving, reviews progress, and adapts strategies as life and rules change.
DIY can work if your situation is simple and you have the time, knowledge, and discipline. But as income, assets, and complexity grow, blind spots grow faster.
You don’t hire an adviser because you can’t manage money — you hire one to make better decisions, avoid costly mistakes, and reduce stress over the long term.
06/01/2026
✨💥 Setting clear financial goals is one of the most powerful ways to set yourself up for long-term success and a more stress-free life. When you have a plan, your money works with you—not against you.
If you’re ready to take control of your finances, visit the Peak Wealth Management website and speak with their experienced financial advisers for trusted guidance and wealth management support. This is *your* year to build confidence, clarity, and a stronger financial future.
10/12/2025
Take control of your money with PeakWM’s Online Wealth Portal — your goals, cash flow and investments all in one smart dashboard. Clarity starts here. ✨