Peak Financial Management

Reviews, get directions and contact details for Peak Financial Management

Address: 1006 Doncaster Rd, Doncaster East VIC 3109, Australia

Phone: (03) 9894 5856

Website

State: Victoria

Zip Code: 3109

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Reviews

Have been with Peak for more than a decade. They are quick to answer calls/emails. They have done a great job managing our money. Took on looking at the rest of our investment funds and even suggested changes to our insurance for the best ROI.  Highly recommended.

Hands on personal approach to financial planning; there analysis of investments and long term planning gave our family financial security that was able to handle to valleys of a turbulent financial atmosphere. Peak financial advisors are always available and extremely transparent in the financial planning approach. I would highly recommend this group!

Peak Financial has professionals working for them . We are very happy with there services and knowledge . Our investment portfolio has been great and we are happy with company and there staff

I have been with this company since 1990. New management has been very diligent and have tried to Answer any  of my concerns very professionally. Whenever  I call them they are very prompt to get back to me. I am pretty impressed with all people i have interacted with. I will highly recommend this group.

Unfortunately the current managers are incompetent.  They directed required minimum withdrawals from the wrong retirement accounts.  This was a very expensive mistake for us.

The relatively new management is very deceptive and unorganized. They made no effort to turn a profit on any of our investments. The firm has gone down hill very fast.

the only financial advisor you will every need; Because of this group, I will be financially secure for decades

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Peak Financial Management

Reviews, get directions and contact details for Peak Financial Management

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