Peer Wealth is a well‑established boutique financial services firm based on Sydney’s Northern Beaches. We have built a reputation for integrity, professionalism, and long‑term client relationships, with many clients working with us across different life stages and generations. We operate as a full‑service financial services firm, bringing together accounting, wealth management, and mortgage broking professionals, supported by a trusted network of external specialists. This structure enables a collaborative and coordinated approach to delivering practical financial services.
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The Peer Wealth annual revenue was $5 million in 2026.
Michael Atkinson is the Group Chief Financial Officer of Peer Wealth.
37 people are employed at Peer Wealth.
Peer Wealth is based in Manly, New South Wales.
The NAICS codes for Peer Wealth are [541, 54, 5412, 54121].
The SIC codes for Peer Wealth are [872, 87].