Peter Kaleski Email and Phone Number
I am passionate about helping people on their journey to financial freedom.I give everyday Australians the financial strategies that allow them to pay off their mortgagesooner, minimise their tax obligations and build wealth for a comfortable retirement.Being in Private Wealth Management for more than 10 years I noticed that only high-net-worthindividuals traditionally receive the best financial advice.I am a firm believer that everyday Australians should be able to benefit from the same expertise.SmartMoney Wealth Management is Australia's leading independently owned firm for financialadvice.Our services include:✔ Financial Planning✔ Property Investment✔ Tax Minimisation Strategies✔ Self-Managed Super Funds✔ Sharemarket Investment✔ Personal Insurance✔ Estate PlanningEverybody’s financial situation is different and there can be no ‘one size fits all’ approach.By providing customers expert advice, I am fortunate to have helped many everyday Australiansget on track to achieving the financial freedom they deserve.For me, there is no greater reward.****************Professional Partnership OpportunitiesWe currently have professional partnership opportunities for Accountants and Mortgage Brokerswho would like to increase revenue and offer a more well-rounded service to their clients.For a confidential discussion about your current financial situation and objectives please don’thesitate to contact me on the details below.☏ 0499 966 671✉ peter.kaleski@smartmoneygroup.com.auVisit ☛ smartmoneygroup.com.auSmartMoney Wealth Management | Private Wealth Management | Financial Planner | SelfManaged Super Fund Specialist | Tax Minimisation | Property Investment
Smartmoney Wealth Management
View- Website:
- smartmoneygroup.com.au
- Employees:
- 11
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Director And Head Of Wealth ManagementSmartmoney Wealth ManagementSydney, Nsw, Au -
Director & Head Of Wealth ManagementSmartmoney Wealth Management Jun 2018 - PresentSydney, AustraliaAre you tired of trying to get ahead financially?We are here to help.At SmartMoney Wealth Management we provide independent Private Wealth Management to all Australians helping them become mortgage free sooner, minimise tax and retire earlier.We work closely with each client to develop a tailor-made strategy for their individual financial situation. We believe in the importance of the client being involved in each financial decision and educating them each step… Show more Are you tired of trying to get ahead financially?We are here to help.At SmartMoney Wealth Management we provide independent Private Wealth Management to all Australians helping them become mortgage free sooner, minimise tax and retire earlier.We work closely with each client to develop a tailor-made strategy for their individual financial situation. We believe in the importance of the client being involved in each financial decision and educating them each step of the way.Our mission is to give all Australians access to the benefits of Private Wealth Management services in:✔ Financial Advice✔ Investment Management✔ Self-Managed Super Funds✔ Property Investment✔ Tax Planning and Minimisation✔ Personal Insurance✔ Cashflow Management✔ Retirement Solutions✔ Conveyancing Solutions✔ Estate PlanningOur team has helped 1000’s of Australian’s achieve their financial goals through our unbiasedadvice.For a free review of your current financial position please reach out via the details below.☏ 1300 966 330✉ peterkaleski@smartmoneygroup.com.auVisit ☛ smartmoneygroup.com.auSmartMoney Wealth Management | Private Wealth Management | Financial Planner | Self Managed Super Fund Specialist | Tax Minimisation | Property Investment Show less
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Co-FounderIgnite Hq Australia Jun 2021 - PresentSydney, New South Wales, Australia
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Financial Adviser - Equiti Private Wealth ♦ Private Wealth Management ♦ Financial PlannerEquiti Private Wealth Jan 2010 - May 2018Sydney, AustraliaEquiti Private Wealth specialises in tailored wealth management solutions.We work closely with every client ensure their individual financial goals areachieved.Our philosophy is centred around client relationships, designing tailored financialand investment strategies to suit the individual.
Peter Kaleski Education Details
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Nsw Registration Program -
Real Estate Education & TrainingProperty Services (Real Estate) -
Finance & Mortgage Broking Management -
Self Managed Superannuation Funds -
Margin Lending & Geared Investment -
Financial Planning -
Commerce (Major In Finance & Business Law)
Frequently Asked Questions about Peter Kaleski
What company does Peter Kaleski work for?
Peter Kaleski works for Smartmoney Wealth Management
What is Peter Kaleski's role at the current company?
Peter Kaleski's current role is Director and Head of Wealth Management.
What schools did Peter Kaleski attend?
Peter Kaleski attended Kaplan Professional, Real Estate Education & Training, Kaplan Professional, Kaplan Professional, Kaplan Professional, Kaplan Professional, University Of Wollongong.
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