Partner
CurrentMy time as a professional Kellogg’s Nutri-Grain Ironman taught me many things about business, none more important than dedication and time management. There simply wasn’t enough hours in the day to train, recover, eat, sleep, WORK and survive.I am now a Founding Partner at Peer Wealth helping individuals and businesses find the right lending solution. Peer Wealth was named 2017 Sydney Northern Beaches Business of The Year.While a bank will only offer you its own products, a finance broker has an extensive menu of loan options at their fingertips matched with industry expertise that will take the guesswork out of finding the mortgage product that suits you and your needs.I look at your current loans and financial circumstances, research the extensive range of banks and products on offer and find the right solution for you. Taking care of the paperwork, managing the application process, taking it right through to settlement and then tracking your changing needs and helping you restructure your finance if needed is what I do. I get to know you personally to understand your unique circumstances and negotiate for what is right for you, not what is right for the lenders.A close friend, business mentor and Professional Ironman coach once said to me that “it is not any one program that determines success, it’s your belief in the program itself”. At Peer Wealth we understand that businesses operate in unpredictable environments, and only proactive advice and personalised service can help limit these effects.Peer Wealth also provides expertise in the following services:- Tax advice- Business Advice- Corporate Structuring- SMSF accounting- Asset Protection- Risk Minimisation- Succession Planning- Debt RestructuringWith professional qualifications with CPA, MFAA Mortgage Brokers and a Bachelor of Business and Finance at UTS, I welcome the opportunity to speak with you about you or your business so contact me on tom@peerwealth.com.au or (02) 8014 7608