FinPeak Advisers

Welcome to FinPeak Advisers, a premier establishment in the heart of Sydney, located at 320 Pitt Street. As a trusted name in the finance industry, we are committed to guiding you in establishing a financial legacy for your family.

With our extensive experience working in large organizations, we have decided to focus on creating a collaborative wealth management advisory business. Our main goal is to assist high net worth individuals and families in defining their visions of success, understanding their passions, and committing to achieving their goals.

At FinPeak Advisers, we provide a comprehensive framework for in-depth analysis and deliver tailored outcomes that align with your unique financial needs. Our unwavering focus has always been our clients, and we constantly innovate our business practices to showcase our passion for excellence.

To meet the growing demand from our clients, we have become a Certified Adviser with the Responsible Investments Association of Australasia (RIAA). This certification allows us to help our clients invest their money in a way that reflects their personal values and contributes to a sustainable future.

Life is full of tough choices, and we understand that the quality of these decisions will shape your future. That's why we are here to help you bring to life what truly matters to you. In a world where your life meets your finances, we aim to provide you with the confidence to live your best life.

With our FinPeak Wealth Portal, you gain access to a comprehensive overview of your entire financial life. From cashflow management to budgeting, property investments, tax planning, superannuation, and estate planning, our portal offers a centralized platform to manage all aspects of your finances, even if they are spread across different institutions.

But don't just take our word for it. Here's what some of our clients have to say about us:

"They have been a great help in providing the right advice and showing me how my savings can work for me. I rarely have time to look into different investment options, and they have always made me their top priority. Whenever I need to explore new options, they connect me with the right specialists. I feel secure knowing that someone is taking care of my investments in the background."

"They took the time to get to know me and understand my specific needs. Their genuine and honest approach reassures me that I am in good hands. Together, we set clear goals, and they provided me with the strategies to achieve them."

Innovating Your Financial Future: Introducing Our Partnership with Voyant

At FinPeak, our mission is to empower you to make informed and strategic financial decisions. That's why we are thrilled to announce our partnership with Voyant. This collaboration allows us to provide you with advanced tools and technologies to plan and optimize your financial future.

One of the most debated topics in personal finance is whether to pay off a mortgage or invest extra funds. With the current mortgage rate of 5.95%, this calculation becomes particularly relevant. Our team of experts can help you navigate this decision and provide personalized advice tailored to your unique circumstances.

For more information about our services and to access our Financial Services Guide (FSG), please click here.

At FinPeak Advisers, we are dedicated to guiding you towards financial success and helping you create a lasting legacy for your family. Contact us today and let us be your partner in achieving your financial goals.