Peer Wealth - Manly, New South Wales

Peer Wealth: A Leading Financial Advisory Firm

For individuals and businesses seeking comprehensive financial planning and strategic advice, Peer Wealth stands as a distinguished firm located in Manly, New South Wales. They offer a wide array of services designed to address diverse financial needs, from accounting and business management to insurance and property financing. Peer Wealth’s commitment to client success is evident in their highly-rated service and experienced team.

Address: 202b/39 E Esplanade, Manly NSW 2095, Australia.

Phone: 280147608

Website: peerwealth.com.au

Specialties: Accountant, Business management consultant, Business to business service, Certified public accountant, Finance broker, Financial consultant, Insurance broker, Mortgage broker.

Other points of interest: Online appointments, On-site services, Wheelchair-accessible entrance, Appointments recommended.

Opinions: This company has 24 reviews on Google My Business.

Average opinion: 4.8/5.

Detailed Examination of Peer Wealth’s Services

Peer Wealth distinguishes itself through its holistic approach to financial management. They don’t simply offer isolated services; instead, they integrate various disciplines to provide a cohesive strategy. Here’s a breakdown of their key service areas:

• Accounting Services: As a Certified Public Accountant, Peer Wealth provides meticulous accounting solutions for businesses of all sizes. This encompasses bookkeeping, tax preparation, financial reporting, and ensuring compliance with all relevant regulations.
• Business Management Consulting: Recognizing that a strong business foundation is critical, Peer Wealth’s business management consultants assist clients in developing and implementing strategic plans. This includes operational efficiency improvements, process optimization, and market analysis.
• Business-to-Business (B2B) Services: Peer Wealth caters to the specific needs of other businesses, offering services like invoice discounting, debtor financing, and cash flow management.
• Finance Brokerage: Navigating the complexities of mortgage and loan applications can be daunting. Peer Wealth’s finance brokers expertly guide clients through the process, securing the most favorable terms and rates.
• Financial Consulting: Peer Wealth’s financial consultants provide personalized advice on investment strategies, retirement planning, estate planning, and wealth accumulation. They tailor their recommendations to each client’s unique circumstances and goals.
• Insurance Brokerage: Protecting assets and mitigating risks is paramount. Peer Wealth’s insurance brokers source comprehensive insurance coverage, including property, liability, and business insurance.

Client Testimonials and Reputation

The positive feedback from clients speaks volumes about Peer Wealth’s dedication to quality service. With an average Google My Business rating of 4.8 out of 5, based on 24 reviews, clients consistently praise the firm’s professionalism, expertise, and responsiveness. Review highlights frequently mention the team’s ability to explain complex financial concepts clearly, their proactive approach to problem-solving, and their commitment to building long-term relationships.

Specifically, clients appreciate the convenience of online appointments, which allow for flexible scheduling and reduced travel time. The firm also offers on-site services for those who prefer face-to-face consultations. Accessibility is a priority, with a wheelchair-accessible entrance ensuring that all clients can comfortably access the premises. It’s highly recommended to schedule an appointment in advance to guarantee availability and receive personalized attention.

Location and Accessibility

Located in the vibrant coastal suburb of Manly, Peer Wealth benefits from a prime location within Sydney’s Northern Beaches. Manly is easily accessible by car, public transport (including ferry services), and provides a pleasant environment for conducting business. The firm’s office is conveniently situated on E Esplanade, offering scenic views and a professional setting.

Key Benefits of Choosing Peer Wealth

Choosing Peer Wealth offers several distinct advantages:

• Expertise: A team of highly qualified and experienced professionals.
• Personalized Service: Tailored advice and solutions designed to meet individual needs.
• Comprehensive Solutions: A wide range of services encompassing accounting, business consulting, finance, and insurance.
• Client-Focused Approach: A commitment to building long-term relationships based on trust and mutual success.
• Convenient Access: Online appointments and on-site services for maximum flexibility.

In conclusion, Peer Wealth is a reputable and reliable financial advisory firm that provides a comprehensive suite of services to individuals and businesses. Their commitment to client satisfaction, combined with their expertise and convenient location, makes them an excellent choice for anyone seeking sound financial guidance. We strongly recommend exploring their website at peerwealth.com.au to learn more and schedule a consultation.

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👍 Reviews of Peer Wealth

Simon S.

1/5

I would give zero stars if I could!

Peer Wealth's (at best) incompetence has cost me over $59,000 in tax, plus over $8000 in new accountant fees to rectify Peer Wealth's mistakes over 10+ years (and my new accountant was very generous with those fees too!).

I used Peer Wealth for over 10 years but recently left after the accountant, now Partner, who had been doing my Company, Trust and Personal tax returns wrote to say my annual Trust and Company tax returns (that I paid Peer Wealth to advise me on and complete, as expert tax accountants!) had been filed incorrectly all that time.

I don't have a problem with people making mistakes if they take responsibility for them and rectify them. What irked me was the fact he not only absolved himself all responsibility, he also turned round and tried to blame it on me, saying I should have known - when he was the one I was paying for his expert tax advice!!

To add insult to injury, he also wanted to charge me to redo the tax returns he'd incorrectly done for the past 10 years - which I'd already paid him to do!

I moved to a new accountant, and within hours of the new accountant receiving the documents from Peer Wealth, he called me to tell me that things were very wrong, and that there was a big problem, so it was clearly something obvious that Peer Wealth should have seen.

My company has several major contracts and supplier agreements with Federal, State and Local Governments, and Peer Wealth's mistake could have cost me extremely dearly, as I may have had to re-register with those entities - if indeed I could re-register. Thankfully my new, extremely competent accountant found a way to make things work, so I've managed to retain the business.

I will never use Peer Wealth again and highly recommend people also do not use them, based on my personal experience.

Carlien P.

5/5

We have been working with Peer Wealth for 6 years for all our personal & business accounting. We also use Tom as our mortgage broker. They have been fantastic at simplifying our accounting processes whilst ensuring we're compliant. They genuinely have the best interest of the business at heart and will go above and beyond to make sure our needs are met. The ability to have our accountants and mortgage broker in one place has also saved us huge amounts of time. Would highly recommed Peer Wealth.

Benjamin H.

5/5

A great professional accountancy service. I’m very impressed with Michael and the team at Peer Wealth. The staff are friendly and knowledgeable and make the whole process stress free. They always provide amazing clear to understand advice and are happy to help and go that extra mile . Highly recommended!

Kim D.

5/5

We have been trusting the Peer Wealth team both with our business and personal accounts for many years now. They offer a large spectrum of professional services and they go above and beyond to assist us in any way they can and then some! Cannot recommended them more.

Eddie B.

5/5

The team at Peer Wealth thoroughly helped our small production company in its early stages. Nothing was ever too much trouble, the guys were always prompt and transparent in their communication. Great locally run family business - highly recommend.

Plateau E.

5/5

We've been amazed at the attention to detail and personal touch at Peer Wealth. We went through a few other accountants before finding Michael and the team at Peer Wealth.
Michael has helped us take stock of our current position and set targets for how to get to where we would like to be.
Highly recommend!

CANDICE C.

5/5

Michael has amazing for me and my finances. We i moved over from another accountant he picked up on something that benefited me greatly. His so knowledgeable, professional and helpful. I couldn't recommend him highly enough.

Jonathon A.

5/5

I have used Peer Wealth service both in my businesses and personal matters. Mick, Tom and Bill have always provided a smart, practical and efficient service. I would be happy to recommend.