Our focus.
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
Life is full of tough choices but the quality of these decisions will dictate the course you take. We’re here to help so that you can bring to life what’s really important to you.
We live in a world where your life meets your finances so that you can have the confidence to live your best life.
Discover your wealth at your fingertips.
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.
Global equities rose 2.6% in August, and the outlook remains encouraging. Global forward earnings accounted for most of the increase in equity prices, rising 1.9%. Despite a renewed wave of global COV...
Global equities pushed higher in July, and the outlook remains encouraging. Despite a renewed wave of global COVID cases, rising vaccination rates have meant even fewer are ending up in hospital or dy...
An apparent easing of inflation concerns and central bank tightening fears were the major market drivers in June, along with continued progress in the global vaccine rollout and reduction in COVID-rel...
