Peer Wealth Mortgage Brokers – Tom Atkinson is a family-owned financial ecosystem that offers comprehensive support to individuals, families, and professionals on their financial journey. With a team of in-house professionals including accountants, financial advisers, mortgage brokers, business consultants, and SMSF specialists, Peer Wealth ensures a client-focused approach to maximize tax benefits and align with the financial goals of their clients. The business operates within a set of core values established by the Atkinson family, emphasizing meaningful partnerships and a commitment to excellence.
Utilizing the latest cloud-based accounting software, Peer Wealth provides tax and accounting services for individuals and families, ensuring that financial matters are kept in good order. The business’s holistic approach to financial management allows them to cater to diverse client needs and deliver exceptional quality that adds long-term value. Peer Wealth’s external network complements its in-house expertise, enabling the team to provide tailored solutions, create opportunities, and foster connections among individuals and businesses.
Peer Wealth Mortgage Brokers – Tom Atkinson operates under a set of guiding principles that include commitment, accountability, excellence, teamwork, and balance. These principles underscore the business’s dedication to its mission, team, and clients, ensuring responsible actions and outcomes. By embracing a balanced approach to life and finance, Peer Wealth aims to support clients in achieving their financial objectives while considering spiritual, social, physical, and family aspects alongside monetary and intellectual pursuits.