


Wealth Peak Financial Advice
Financial Services • Sydney, New South Wales, Australia • 1-10 Employees
Company overview
| Headquarters | 53 Walker St, Suite 704, North Sydney, New South Wales 2060, AU |
| Phone number | +6124615007326 |
| Website | |
| NAICS | 52 |
| Keywords | Investment Advice, Property, Financial Advice, Cash Flow Management, Superannuation, Retirement Planning, Financial Planning, Estate Planning, Smsf, Investment Strategies, Tax Strategies, Wealth Protection Needs |
| Founded | 2016 |
| Employees | 1-10 |
Key Contact at Wealth Peak Financial Advice
Andrew Akuoko
Managing Director and Financial Adviser
Wealth Peak Financial Advice Email Formats
Wealth Peak Financial Advice uses 2 email formats. The most common is {first initial} (e.g., j@wealthpeak.com.au), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@wealthpeak.com.au | 75% |
{first name} | john@wealthpeak.com.au | 25% |
About Wealth Peak Financial Advice
Helping You Take Control of Your Financial Future At Wealth Peak Financial Advice, we understand that managing wealth can feel overwhelming. Complex financial decisions around investments, tax strategies, retirement, and estate planning often leave individuals uncertain about the best path forward. We’re here to change that. We provide tailored financial advice designed to simplify the complexities and empower you to achieve your financial goals with confidence. Whether you’re building wealth, protecting assets, or planning for retirement, we are your trusted partner every step of the way. Here’s how we help: ✅ Investment Advice: Maximise returns with a strategy tailored to your goals and risk tolerance. ✅ Tax Planning: Optimise your finances and minimise tax obligations. ✅ Retirement Planning: Ensure a comfortable and secure retirement with a well-structured plan. ✅ Estate Planning: Protect and pass on your wealth with expert guidance. ✅ Social Security Advice: Navigate the system to make the most of your entitlements. Why Wealth Peak? ✔️ Personalised Service: We take the time to understand your unique goals and challenges. ✔️ Bespoke Solutions: Every plan is custom-built to suit your financial journey. ✔️ Long-Term Partnership: We’re with you at every milestone, providing guidance and clarity. At Wealth Peak, our mission is to empower you with the tools, confidence, and expertise to reach your financial peak. Let’s simplify the complex and secure your financial future—together.
Wealth Peak Financial Advice revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Wealth Peak Financial Advice has 1 employees across 1 departments.
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Number of employees
Funding Data
Wealth Peak Financial Advice has never raised funding before.
Wealth Peak Financial Advice Tech Stack
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