Peer Wealth

What Peer Wealth does

Peer Wealth is a privately held Australian boutique financial services firm headquartered in Manly, NSW, with a secondary office in Forster. It serves individuals, families, businesses, and SMSF trustees in the Sydney Northern Beaches and broader New South Wales markets by offering an integrated suite of personal and business tax, accounting, self-managed super fund administration, wealth management, and mortgage and lending broking. Services are delivered through a consultative, relationship-led model backed by a multi-disciplinary team of Chartered Accountants, mortgage brokers, and operations staff, predominantly led by the Atkinson family.

The firm operates on a professional services business model, with fee-based engagements for tax, accounting, wealth management, and SMSF compliance work, complemented by transaction-based commission revenue from mortgage broking carried out via its Corporate Authorised Representative relationship with Futuro Financial Services. Its underlying technology stack consists of third-party cloud accounting and document automation platforms (Xero at Platinum partner tier, MYOB, and Dext) with no proprietary platform or AI capability disclosed. Pricing is quote-based, tailored to client complexity, on monthly billing cadence, and revenue is not publicly disclosed.

Peer Wealth generates demand primarily through referrals from existing multi-generational clients, complemented by its website presence and physical office locations. It holds regulatory credentials as a member of Chartered Accountants Australia and New Zealand, holds Australian Credit License 390255, and operates under Futuro Financial Services' AFSL No. 238478 for its financial planning and credit activities. The firm is family-owned with no disclosed institutional investors, M&A activity, funding rounds, or external capital events in the source data.

Name

Peer Wealth

Legal name

Peer Wealth Pty Ltd

Website

https://peerwealth.com.au

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Short description

Peer Wealth is a privately held, family-owned Australian boutique financial services firm based in Manly and Forster, NSW, providing integrated personal and business tax, accounting, SMSF, wealth management, and mortgage broking services to individuals, families, and businesses on the NSW coast.

Ownership category

akta.pro rank

Product category

Accounting and Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940), Consumer Lending (522291)

SIC

Investment Advice (6282), Loan Brokers (6163)

akta.pro primary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

akta.pro secondary industry

Personal & Family Trust Services (FSAAANAA)

Keywords

• Tax and accounting services
• Mortgage broking services
• Wealth management advisory
• SMSF accounting
• Business tax compliance

Headquarters

HQ city

Manly Vale

HQ country

Australia

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Tax and Accounting Services: Fee-based professional services for individuals, families, and businesses including tax preparation, compliance, planning, and ongoing accounting support. Services are tailored to client complexity and engagement scope.
2. Mortgage Broking Services: Commission-based mortgage and lending broking services including home loans, personal loans, business loans, and refinancing through their Futuro Financial Services partnership.
3. Wealth Management: Integrated wealth management services coordinated with accounting expertise for comprehensive financial planning.
4. Self Managed Super Fund (SMSF) Accounting: Specialised accounting services for SMSF trustees with complex regulatory requirements.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Peer Wealth is a boutique financial services firm that delivers tax and accounting, wealth management, mortgage broking, and SMSF accounting services to individuals, families, and businesses. The firm operates an integrated model combining accounting, wealth management, and lending under one roof, supported by cloud-based accounting platforms (Xero, MYOB, DEXT) and delivered through direct client consultation from offices in Manly and Forster, NSW.

Product overview

Peer Wealth operates as an integrated financial services firm offering a unified platform of complementary services. The core offerings include Personal Tax & Accounting, Business Tax & Accounting, Mortgage Broking, Self Managed Super Fund (SMSF) Accounting, and Wealth Management. These services are delivered through an integrated approach, combining accounting, wealth management, and mortgage broking supported by cloud-based accounting software (Xero, MYOB, Dext). The firm brings together these services to provide coordinated and practical financial solutions aligned to clients' needs across different life stages.

Differentiator

Problem solved

Functional benefit

Products and services

• Personal Tax and Accounting Tax and accounting services for individuals and families, using cloud-based accounting software to manage tax obligations, maximise tax benefits, and consider complete financial positions across life stages.
• Business Tax and Accounting Comprehensive tax and accounting services for businesses including annual compliance, year-end tax planning, entity structuring, capital gains tax advice, and business performance reporting.
• Mortgage Broking Mortgage and lending broking covering home loans, personal loans, business loans, and refinancing, with guidance to help clients understand lending options and secure finance aligned to their goals.
• Self Managed Super Fund (SMSF) Accounting Specialised accounting services for Self Managed Super Fund trustees, handling the complex and highly regulated requirements of SMSF administration.
• Wealth Management Integrated wealth management services working alongside accounting and mortgage broking to deliver coordinated financial solutions aligned to client goals.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

Two partnerships are on record, tiered core.

• Chartered Accountants Australia and New ZealandcoreOthersPeer Wealth Pty Ltd is a member of Chartered Accountants Australia and New Zealand, providing professional credibility, industry recognition, and access to resources and standards for chartered accountants.
• XerocoreTechnology or IntegrationXero Platinum Partner status - Peer Wealth utilises Xero cloud accounting software and holds Platinum partner status, indicating high volume and expertise with the platform.

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• William Buck: Mid-tier Australian accounting and advisory firm with tax, business advisory, and wealth services — comparable in service mix to Peer Wealth but operating as a multi-office, multi-state network.
• BDO Australia: Top-tier global accounting network with comprehensive Australian tax, advisory, and wealth services — a broader incumbent competing for the same SME and high-net-worth individual client base as Peer Wealth.
• Pitcher Partners: National Australian accounting, audit, and advisory firm offering tax, business services, wealth, and lending across a large multi-office network — overlapping with Peer Wealth's full-service advisory positioning but at significantly greater scale.
• ShineWing Australia: Australasian accounting and advisory network offering tax, business services, and wealth — comparable in integrated advisory approach to individuals and SMEs.
• Crowe Australasia: Australian accounting, tax, and advisory network within the global Crowe partnership — directly comparable in its multi-discipline advisory offering to SMEs and individuals.
• RSM Australia: Mid-tier Australian accounting and advisory firm providing tax, business consulting, and wealth services to SMEs and family groups — overlapping in target market and service mix with Peer Wealth, though at much larger scale.
• Aussie Home Loans (Aussie): Large Australian mortgage broking franchise network — comparable to Peer Wealth's mortgage broking arm as a competitor for the same lending clients in the Australian market.

Direct peers

• Pilot Partners: Australian boutique chartered accounting and business advisory firm providing tax, accounting, and wealth management to private clients and SMEs — a close direct peer to Peer Wealth's integrated boutique model.
• Kelly Partners Group: ASX-listed Australian accounting and advisory network that owns and licenses boutique accounting firms, offering tax, accounting, wealth, and lending services — directly comparable to Peer Wealth's multi-discipline, partner-led model.
• Fortis Accounting: Boutique Australian chartered accounting and advisory firm offering tax, SMSF, and business advisory to individuals and SMEs — comparable in size, service mix, and client focus to Peer Wealth.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/peer-wealth
• Xx.com/PeerWealth

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Peer Wealth