Peer Wealth is a family-owned financial ecosystem based in Australia, offering comprehensive tax and accounting services for individuals and families. With a focus on utilizing the latest cloud-based accounting software, Peer Wealth ensures that clients’ financial needs are met efficiently and effectively. The business is built on a foundation of meaningful partnerships and a commitment to maximizing tax benefits for each client.
Peer Wealth’s team of in-house professionals includes accountants, financial advisers, mortgage brokers, business consultants, and SMSF specialists, who work together to provide holistic support throughout clients’ financial journeys. The business operates within a set of core values established by the Atkinson family, emphasizing commitment, accountability, excellence, teamwork, and balance. This client-focused approach allows Peer Wealth to align its expertise with the unique needs and goals of each individual or family.
With a strong emphasis on collaboration and leveraging external networks, Peer Wealth goes beyond traditional accounting services to create opportunities, provide solutions, and connect people and businesses within its financial ecosystem. The business’s dedication to delivering exceptional quality and adding long-term value underscores its mission to support clients in achieving financial success while maintaining a balanced approach to life.