Make complex family, business and retirement decisions work together through one coordinated plan.
FinPeak Advisers provides coordinated ongoing advice and scenario modelling for established families and professionals, so you can understand the trade-offs before choosing what to do next.
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Financial advice for lives with more than one moving part.
FinPeak Advisers provides coordinated ongoing advice across family, professional, business and retirement priorities, using scenario modelling and four advice levels matched to stage and complexity.
- More than two decades in financial services
- One adviser from first meeting through ongoing review
- Side-by-side scenario modelling before decisions
What clients say
“We have come to know Michael as an expert in the field of financial advice. He is articulate, passionate, and deeply invested in his clients’ long term success. He is able to hold a balanced view in face of competing priorities, and draw upon his experience to help you consider trade-offs. We highly recommend his service.”
“I've spoken to a few financial advisers and none have been as attentive, thorough, dedicated and focused like Michael has. He's given me fantastic advice around a few areas, and a real idea on how to reach my goals. He's always approachable and happy to help for any questions I have, no matter how small or tricky they are. He gives me full confidence as a client that I'm in the best hands possible. Truly astounding service, you won't regret it.”
“Michael has provided advice on our plan for retirement, including purchasing a home, superannuation, and new insurance products. Michael always explained things simply and clearly so that we fully understood our options. Through Michael’s knowledge and experience, we are confident the advice given is right for our needs. We always received Michael’s full care and attention.”