The
FinPeak
difference


Having worked in large organisations for many years we wanted to focus on a collaborative wealth management advisory business. We wanted to help high net worth individuals and families focus on defining their visions of success, understanding their passion and committing to achieving their goals.

 

We provide the framework, in-depth analysis and delivery of tailored outcomes. Our focus has always been our clients and we constantly innovate the way we do business in order to demonstrate our passion for excellence.

 

Michael Sik

Director

Setting goals are the first step
in turning an idea into a reality
Retirement is a journey…
Not a destination

FinPeak
Wealth
Portal

Your FinPeak Wealth Portal is not only the place where you can view your entire financial life. It gives you access to everything about you from cashflow to budgeting, property, tax, super, investments and estate planning. Even if it’s across different institutions.

 

Your whole entire financial world at your fingertips.

THEY SAY

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